One commitment. All of UBS.

Eubanks Lappin Group

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

Our team's focus revolves around trying to deliver value to clients.

- Michael J. Lappin

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Steve/Robert

    Robert Eubanks

    Senior Vice President–Wealth Management

    Financial Advisor

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    Joining UBS in 2012, after 27 years at Merrill Lynch, Steve specializes in investment strategy, client relationship management and integrating technology to help keep clients informed. Since 1997, Steve has held the Certified Investment Management AnalystSM (CIMA®) designation from the Investment Management Consultants Association, Inc. (IMCA). Steve helps individual clients with investments using a consultative approach coupled with strategic planning.

    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Certified Investment Management Analyst®
      3737 Glenwood Avenue
      Suite 200
      Raleigh, NC 27612
    • Mike

      Michael Lappin

      Managing Director–Wealth Management

      Financial Advisor

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      Michael started his career in financial services in 1994, and joined UBS in 2012. He specializes in investment strategy, client relations and marketing. Since 1999, Michael has held the Certified Investment Management AnalystSM (CIMA®) designation from the Investment Management Consultants Association, Inc. (IMCA) and brings a disciplined, consultative approach to a client's investments.

      • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2022
        The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • Certified Investment Management Analyst®
        3737 Glenwood Avenue
        Suite 200
        Raleigh, NC 27612
      • Janice

        Janice Sanderson

        Team Administrator

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        Janice is a key member of the Eubanks/Lappin Group, with over 25 years experience in the financial services industry. She handles client service needs, including carrying out general business operations and managing the team's calendar. Her hard work and dedication bring a high level of personalized service to clients. Janice received a bachelor's degree in management from Florida International University in Miami, Florida. She lives in Apex with her husband, Reid.

          • Florida International University
            3737 Glenwood Avenue
            Suite 200
            Raleigh, NC 27612
          • Jon

            Jon Stephenson

            Wealth Management Associate

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            Jon has been with the Eubanks/Lappin Group since 2006. He provides a wide range of analytical support to the team, including client reporting, trading, portfolio analysis and technology integration. A motivated, client-oriented professional, Jon is committed to having a meaningful impact on clients' lives. Jon graduated cum laude with a bachelor's degree in business economics from Wofford College in Spartanburg, South Carolina. He currently resides in  Apex with his wife Elyse and their two girls.

              • Wofford College
                3737 Glenwood Avenue
                Suite 200
                Raleigh, NC 27612
              • Elizabeth

                Elizabeth Alexander

                Client Associate

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                Elizabeth joins our team in 2012 with over 7 years of industry experience. She handles client service needs and is fully dedicated to client satisfaction. Elizabeth received a bachelor's degree in business administration with a concentration in finance from East Carolina University in Greenville, North Carolina. She currently resides in Apex with her husband, Mark and their son, Henry.

                  • East Carolina University
                    3737 Glenwood Avenue
                    Suite 200
                    Raleigh, NC 27612
                  • Thomas

                    Thomas Lappin

                    Financial Advisor

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                    Prior to joining the team in 2018, Tim went into investment banking after graduating from Brown Univeristy. He previously worked for Brown Gibbons Lang, a prestigious middle market investment bank, located in Chicago, and specialized in the consumer retail and metals and mining space for private companies. Tim brings to the team an analytical approach, new perspectives with understanding the M&A marketplace and insightful guidance for catering to a younger demographic. Tim lives in Raleigh with his fiancé Alexis. He is an avid golfer and continues to play hockey on a men's league team.

                      • Brown University
                        3737 Glenwood Avenue
                        Suite 200
                        Raleigh, NC 27612
                      Our approach to wealth management

                      Our approach to wealth management

                      A wealth management process tailored to you

                      A wealth management process tailored to you

                      Unparalleled commitment to personal service

                      Unparalleled commitment to personal service

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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