Welcome to UBS 5$("TTPDJBUFTIBTKPJOFE6#4'JOBODJBM4FSWJDFT*OD�f; Unlock the strength of over 200 years of combined individual member experience with TCG & Associates. Our multigenerational team is committed to serving high net worth families, business owners, and corporate executives. With the intellectual capital and expertise of UBS Wealth Management behind us, we are well positioned to guide you in FWFSZBTQFDUPGZPVSŖOBODJBMKPVSOFZ�f;0VSNJTTJPOJTUPIFMQPVSDMJFOUTDSFBUFMŖOBODJBMMFHBDJFTGPSHFOFSBUJPOTUPDPNF�f; 5$("TTPDJBUFTDBOIFMQUPHVJEFZPVUISPVHIZPVSŖOBODJBMHPBMT�f; Services Financial Planning Solutions Family Advisory Cash Flow Management Portfolio Construction Legacy Planning Solutions TCG & Associates UBS Financial Services Inc. 1320 Main Street, Suite 350 Columbia, SC 29201 803-873-9850 Michael Phemister Velasco, CPWA ® , CRPC ® , CIMA ® Managing Director– Wealth Management Financial Advisor 803-873-9821 mike.velasco@ubs.com Shufy Rowe Senior Vice President– Wealth Management Financial Advisor 803-873-9823 shufy.rowe@ubs.com Brent D. Roof, CFP ® Senior Vice President– Wealth Management Financial Advisor 803-873-9825 brent.roof@ubs.com Paula B. Sabbagha, CDFA ® , CFP ® First Vice President– Wealth Management Financial Advisor 803-873-9828 paula.sabbagha@ubs.com advisors.ubs.com/tcg For designation disclosures, visit ubs.com/us/en/designation-disclosures. $FSUJŖFE'JOBODJBM1MBOOFS#PBSEPG4UBOEBSET�d;*OD�f; $'1#PBSE�a;PXOTUIF$'1 ® DFSUJŖDBUJPONBSL�d;UIF C ERTIFIED F INANCIAL P LANNER TM DFSUJŖDBUJPONBSL�d;BOEUIF$'1 ® DFSUJŖDBUJPONBSL XJUI1MBRVFEFTJHO�a;MPHPJOUIF6OJUFE4UBUFT�d;XIJDI JUBVUIPSJ[FTVTFPGCZJOEJWJEVBMTXIPTVDDFTTGVMMZDPNQMFUF$'1#PBSEÁTJOJUJBMBOEPOHPJOHDFSUJŖDBUJPOSFRVJSFNFOUT�f;$*." ® JTBSFHJTUFSFEDFSUJŖDBUJPO NBSLPG*OWFTUNFOU.BOBHFNFOU $POTVMUBOUT "TTPDJBUJPO *OD�f;EPJOH CVTJOFTT BT*OWFTUNFOUT 8FBMUI *OTUJUVUF ® in the United States of America and XPSMEXJEF�f;"TBŖSNQSPWJEJOHXFBMUINBOBHFNFOUTFSWJDFTUPDMJFOUT�d;6#4'JOBODJBM4FSWJDFT*OD�f;PšFSTJOWFTUNFOUBEWJTPSZTFSWJDFTJOJUTDBQBDJUZBTBO 4&$�e;SFHJTUFSFEJOWFTUNFOUBEWJTFSBOECSPLFSBHFTFSWJDFTJOJUTDBQBDJUZBTBO4&$�e;SFHJTUFSFECSPLFS�e;EFBMFS�f;*OWFTUNFOUBEWJTPSZTFSWJDFTBOECSPLFSBHF TFSWJDFTBSFTFQBSBUFBOEEJTUJODU�d;EJšFSJONBUFSJBMXBZTBOEBSFHPWFSOFECZEJšFSFOUMBXTBOETFQBSBUFBSSBOHFNFOUT�f;*UJTJNQPSUBOUUIBUZPVVOEFSTUBOE the ways in which we conduct business, that you carefully read the agreements and disclosures that we provide to you about the products or services we PšFS�f;'PSNPSFJOGPSNBUJPO�d;QMFBTFSFWJFXUIFDMJFOUSFMBUJPOTIJQTVNNBSZQSPWJEFEBU ubs.com/relationshipsummary , or ask your UBS Financial Advisor GPSBDPQZ�f;h6#4  �f;"MMSJHIUTSFTFSWFE�f;6#4`'JOBODJBM4FSWJDFT*OD�f;JTBTVCTJEJBSZPG6#4(SPVQ"(�f;.FNCFS'*/3" 4*1$�f; BO_05062024-2.2 &YQ�f;b;   
Palmetto Golfer Fall 2024: Page 2
