Experience

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 Analyst^SM (CIMA®) designation from the Investment Management Consultants Association, Inc. (IMCA). Steve helps individual clients with investments using a consultative approach coupled with strategic planning.

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 Analyst^SM (CIMA®) designation from the Investment Management Consultants Association, Inc. (IMCA) and brings a disciplined, consultative approach to a client's investments.

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.

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.

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.

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.

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.