Corporate Scene

UBS Financial Services — TCG & Associates

1320 Main Street, Suite 350

Columbia, SC 29201

Phone: 803.873.9850

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When TCG & Associates established the UBS Financial Services, Inc., flagship office in Columbia in September of 2023, a new era in solution-driven financial advisory was born.

With 17 Financial Advisors and Administrative associates carrying more than 250 years of experience, TCG is now able to bring the strength, expanded resources, and insights of a leading global wealth management firm to Columbia. Being part of this premier firm, we have access to an enhanced range of solutions across all aspects of our clients’ financial life, which includes solutions such as business advisory, investment advisory, trust and estate management, retirement plan management, philanthropic advisory and management, as well as many other services and solutions.

Senior Vice President of Wealth Management John F. McCabe, one of TCG’s founding partners, says, “The marriage between UBS and TCG has greatly exceeded even our highest expectations. Having the privilege to bring one of the oldest and largest wealth management organizations in the world to our clients and our future clients is invigorating and exciting.”

Financial advisors W. Michael Velasco; Ladd G. Lumpkin; L. Shuford Rowe; Brent D. Roof; Paula B. Sabbagha; and William M. Velasco, Jr., along with McCabe, pride themselves on innovative solutions for their clients as well as white glove service. Working with relationship managers Amy Stebbins, Lexie D. Smith, senior wealth strategy associates Zachary Brown and Chancelor Strickland, as well as team associates Harris Finley, Rachel S. Johnson, Summer S. Cox, Dee Bundick, Judy Smith, and Cynthia Molina, we are here to provide you a personalized experience that brings all the pieces of our clients’ financial lives together.

TCG & Associates of UBS Financial Services, Inc., located at 1320 Main St., the Meridian Building in downtown Columbia would be honored to have a meaningful discussion with you. As always, you will have our dedicated attention to helping you realize the full extent of your vision.

As a firm providing wealth management services to clients, UBS Financial Services, Inc., offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways, and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at, or ask your UBS financial advisor for a copy.

Neither UBS Financial Services Inc. nor its employees, including its financial advisors, provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy, or investment, including any estate planning strategies, before you invest or implement.

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©UBS 2024. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

Approval date: 3/13/2024 Expiration: 3/31/2025 Approval Code: IS2401384