Let's move forward. Together.

Meeting in a office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Globe

Helping endowments and foundations pursue their goals

From supporting local businesses to sitting on the boards of some of Asheville's most impactful charities, our entire team is committed to active engagement in the community. We take pride in being active in our community. With the support of our Financial Advisors and their teams, we make a difference in the community.

We support:

  • Asheville Symphony - Music Chair Director 2018
  • Asheville Buncombe Community Christian Ministry (abccm)
  • Caring 4 Children
  • Boys and Girls Club
  • Ronald McDonald House

  • Katie

    Katie Schuba

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Katie Schuba serves as the Market Director for UBS in North and South Carolina.  She is responsible for leading the Asheville, Greenville, Columbia, Charleston and Wilmington Wealth Management business. She has a passion for helping our teams grow their practices and deliver the resources of the firm to our clients. Prior to relocating to South Carolina, Katie held a variety of different roles in leadership and business development including Divisional Digital Specialist and Assistant Market Head for the Midwest Private Wealth Market.

    A native of Lexington, Kentucky, Katie graduated magna cum laude from DePaul University with a degree in Finance and a minor in Accounting. She holds her Series 7, Series 66, Series 9, Series 10, and Series 3 licenses with FINRA.

    Katie is an active member of the community, currently serving on the Board of Directors for United Way Greenville County. She is happiest spending time with her husband, Matthew, and her son, Charlie. Outside of work, she enjoys traveling, exploring the outdoors and spending time with family and friends.

          17 West McBee Avenue
          Poinsett Plaza
          Greenville, SC 29601
          katherine.schuba@ubs.com
          Katie Schuba
          17 West McBee Avenue,Greenville,SC,29601

        A focus on personalized access and service

        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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        Turn possibilities into a plan

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        A leading global wealth manager

        A new era of wealth is underway

        And this is your time to define success on your terms.

        Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

        When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

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        UBS is a leading and truly global wealth manager

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