Ballantyne Magazine

FALL 2010

Ballantyne Magazine covers news, events, real estate, restaurants, shopping, health, schools and business in the upscale Ballantyne Area of Charlotte, NC.

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special fi nancial planning advertising section BALLANTYNE Wil Brooks Wil Brooks' State Farm Agency Offers Personal Service, Comprehensive Products With the State Farm name backing it, the Wil Brooks State Farm Agency in Ballantyne benefits from being part of the nation's largest insurance company for homes and autos. State Farm is also one of the nation's leading life and health insurance companies. And in the past decade, State Farm has opened its banking and investment products to the public, prompting it to say it offers "the best of both worlds." People in Ballantyne know and trust Wil Brooks because he and his agency put roots down here over 10 years ago and Wil has been actively involved in this community. Since his agency is individually owned, Wil provides personalized service, with one agent handling your account through the years. Wil and his seasoned staff help his clients with all of their insurance and financial-services needs, whether they're buying a home, car or planning for college education, retirement or long-term health concerns. The breadth of insurance and financial products available today from State Farm is impressive. If a client wants to explore mutual funds for retirement planning or a 401(k) rollover from a previous employer, Wil can handle that. If they want to set up a health savings account to offset a major health care concern, he can handle that too. Because the Wil Brooks Agency is still an exclusive State Farm agent, it is backed by State Farm's comprehensive resources and product quality. That's an advantage his agency has over some independents. Simply put, Wil and his staff are experienced at helping policyholders manage their everyday risks, plan for the future and recover from the unexpected. For a free family insurance checkup, contact Wil tat 704-542-0825 or wil@wilbrooks.com. FALL 2010 Mac Mayer, Amanda Walrath and Rich Callahan Ballantyne Residents Anchor New UBS Offi ce in Corporate Park Financial advisors Rich Callahan, Mac Mayer and their registered client service associate, Amanda Walrath, recently moved from UBS SouthPark to anchor the new UBS office in Ballantyne. All three are raising their families here and play an active role in the community, so they share the perspective of clients in this area. Rich, Mac, and Amanda have over 55 years of combined experience in the financial services industry. Prior to joining UBS together, they began their partnership at Salomon Smith Barney. Their approach to investing starts with a comprehensive financial and wealth-management plan that encompasses asset allocation, retirement planning, income planning, insurance and estate planning, business lending and wealth-preservation strategies. Rich and Mac both recently added the title of "Wealth Advisor," earned by a select number of UBS financial advisors who undergo extensive training to better manage the complex needs of high net- worth households. Amanda's experience and background ensure that clients enjoy efficient execution. The team's focus is on providing a superior level of personalized service to their clients. Rich, Mac and Amanda welcome you to visit them between 8:30 a.m. and 5 p.m. at the UBS Ballantyne office in the Harris Building at Ballantyne Corporate Park. Or you can reach Mac at 704-343-4030 or Mac.Mayer@ubs.com; Rich at 704-343-4087 or Rich.Callahan@ubs.com and Amanda at 704-343-4034 or Amanda.Walrath@ubs.com. To learn more about UBS, visit www.ubs.com. CELEBRATING TEN YEARS 2000-2010 BALLANTYNE MAGAZINE 63

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