Experience

Makes all the difference

Katie Schuba

Executive Director

Market Director

Katie Schuba serves as the Market Director for UBS in South Carolina and is responsible for leading the Greenville, Columbia and Charleston 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.

Registered States:
  • AL
  • AR
  • CA
  • DC
  • FL
  • GA
  • HI
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NY
  • OK
  • OR
  • PA
  • PR
  • SC
  • SD
  • TX
  • UT
  • VI
  • VT
  • WV
17 West McBee Avenue
Poinsett Plaza
Greenville, SC 29601

Email Me

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

Michelle Covington

Branch Office Administrator

Michelle Covington serves as the Branch Office Administrator for UBS in Greenville, SC.  She welcomes clients to the office, and provides support to our teams practicing throughout South Carolina. Prior to joining UBS, she served in a variety of roles with a busy Elder Law & Estate Planning practice.

Michelle graduated with honors from Liberty University, with a degree in Business-Marketing.  Prior to that, she earned a degree in Travel-Tourism Management, from Johnson & Wales University, summa cum laude.

Originally from Alaska, Michelle enjoys exploring the great outdoors, visiting with friends and family, and hanging out with her children.  She is an active volunteer in the community.

17 West McBee Avenue
Poinsett Plaza
Greenville, SC 29601

Email Me

michelle.covington@ubs.com
Michelle Covington
17 West McBee Avenue,Greenville,SC,29601

Lynda Rettig

Director

Supervisory Officer

Lynda has over 32 years' experience in the financial services industry and has been with UBS Financial Services Inc. for 23 years. During her career, Lynda has held various roles including Operations Manager, Branch Control Officer, Complex Supervisory Officer and Regional Supervisory Officer. In her current role as Supervisory Officer Lynda is responsible for risk management, ensuring our market and the firm remains in compliance with legal and regulatory requirements.

Lynda is originally from Long Island, NY and currently lives in Charlotte, NC.  She enjoys the outdoors, the beautiful Carolina beaches and mountains, spending time with family and friends and taking long walks with her 2 Bichon Frise's Cooper and Tucker.        

Registered States:
  • NC
  • SC
13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

Email Me

lynda.rettig@ubs.com
Lynda Rettig
13024 Ballantyne Corporate Pl.,Charlotte,NC,28277

Linda Abbott

Director

Admin Manager

Linda has over 19 years’ experience in the financial services industry and has been with UBS Financial Services for the past year.  In her career she has had over 9 years of managerial experience, including being both an Operations and Administrative Manager.

Linda in originally from Southern California and currently has lived in the Charlotte area for the last 7 years.  She has 3 daughters, 2 that are in Charlotte and 1 that lives in New York City.  In Linda’s free time she likes to travel, and play tennis, and golf.

Registered States:
  • NC
6100 Fairview Road
Suite 900
Charlotte, NC 28210

Email Me

linda.abbott@ubs.com
Linda Abbott
6100 Fairview Road,Charlotte,NC,28210

Our resources

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    Toni Leno

    Digital Specialist

    Toni Leno has been with UBS for over 8 years and is a dedicated and experienced Digital Specialist with a passion for leveraging technology to drive business success. With a keen eye for detail and a deep understanding of all our Digital Platforms, Toni excels in training and implementing effective business practices that enhance day to day efficiencies for Financial Advisors and their Support Teams. Her expertise spans across various digital platforms, including Client Online Services, Account Opening, Social Media, Market Data, Asset Management and Client Relationship Management, making her a versatile and valuable asset to any team.

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