Cepa Thad Dulin

Certified Exit Planning Advisor, Senior Vice President - Wealth Management at UBS Financial Services Inc.

Thad Dulin, CEPA (Certified Exit Planning Advisor) is a Senior Vice President - Wealth Management at UBS Financial Services Inc., based in the Greenville-Spartanburg-Anderson area of South Carolina.1

Professional Background

Thad has been working as a Financial Advisor at UBS Financial Services Inc. since February 2010, accumulating over 14 years of experience in this role.1 Prior to his current position, he worked as an Inside Sales Representative at Hincapie Sportswear for about a year.1

Education and Certifications

Thad holds a B.S. in Business Management from Clemson University.1 He is a Certified Exit Planning Advisor (CEPA) and is registered to work in multiple states, including AL, AZ, CA, DE, FL, GA, IL, IN, KY, MA, MD, NC, NJ, NM, NY, PA, SC, SD, TN, TX, UT, VA, WI, and WY.1

Achievements

Thad has received several notable recognitions in his field:

Forbes Best-in-State Wealth Advisors in 2019, 2020, 2021, and 20221
Forbes America's Top Next-Gen Wealth Advisors in 2018 and 20201
Forbes America's Top Next-Gen Wealth Advisors Best-in-State in 2018 and 20191

Personal and Professional Philosophy

Thad describes himself as an Upstate SC native, husband, father, and recreation enthusiast.1 He emphasizes the importance of trust in client relationships and focuses on understanding clients' needs and values.1 His approach involves helping clients overcome emotional hurdles and protecting their legacy, which has led to long-term relationships with many of his clients.1

Thad's professional interests extend to family office services, as evidenced by his LinkedIn posts about UBS Family Office Quarterly reports and family office professionalization.2 3