One commitment. All of UBS.

Eubanks Lappin Group

Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.

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.

  • 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, 2023
      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®
      3700 Glenwood Avenue
      Suite 300
      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
          3700 Glenwood Avenue
          Suite 300
          Raleigh, NC 27612
        • Jon

          Jon Stephenson

          Senior Wealth Strategy 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
              3700 Glenwood Avenue
              Suite 300
              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
                  3700 Glenwood Avenue
                  Suite 300
                  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
                      3700 Glenwood Avenue
                      Suite 300
                      Raleigh, NC 27612
                    • Dan

                      Dan Geiger

                      Wealth Strategy Associate

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                      Since being at UBS, Dan has held numerous roles within the firm, allowing him to learn the wealth management business from the ground up. Prior to joining the Eubanks/Lappin Group, he began his career at the UBS Wealth Advice Center in Charlotte, NC. During this time, Dan quickly excelled from leading operational and compliance initiatives as a Client Service Associate to becoming one of the top Financial Advisors on the platform. Dan has broad experience in retirement planning, portfolio construction, tax optimization, and estate planning. Dan partners with business owners and first-generation wealth creators by applying a disciplined approach to goal-driven wealth planning and through developing long term, meaningful relationships. He is a zealous advocate for entrepreneurs in the local business community. A native of North Carolina, Dan was born and raised in Cary, attended Cardinal Gibbons High School in Raleigh and graduated with honors from the Poole College of Management at North Carolina State University. Dan resides in Apex with his wife, Rebecca and his dog, Charlie. He enjoys spending time with his family, supporting NC State athletics, and fishing at Smith Mountain Lake.

                            3700 Glenwood Avenue
                            Suite 300
                            Raleigh, NC 27612

                          Year Ahead 2023

                          A year of inflections

                          Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

                          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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