Insight-based advice

Updated team photo

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Jeffrey Herman Profile Photo

    Jeffrey Herman, CIMA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IN
    • MD
    • MI
    • MN
    • NC
    • NH
    • NY
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA

    Jeff is responsible for the structure and focus of the team. He offers investment strategies, estate and retirement planning and insurance to meet your individual needs. Jeff has worked in the financial industry since 1980, including several years as a branch manager for Merrill Lynch. Jeff is a Certified Investment Manager Analyst(CIMA®).

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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®
      380 Knollwood Street
      Suite 250
      Winston-Salem, NC 27103
      jeffrey.herman@ubs.com
      Jeffrey Herman, CIMA®
      380 Knollwood Street,Winston-Salem,NC,27103
    • Beverly Funderburk Profile Photo

      Beverly Funderburk

      Wealth Strategy Associate

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      • AZ
      • CA
      • DC
      • DE
      • FL
      • GA
      • MA
      • MD
      • MI
      • MO
      • NC
      • NH
      • NY
      • PA
      • SC
      • TX
      • VA
      • WV

      Beverly is responsible for researching all insurance products, including long-term care, variable and fixed annuities, and life insurance, relaying and monitoring of the team's recommendations of these products. She also specializes in retirement and college planning. Beverly has a background in banking operations as well as wealth management for individuals. She has worked in the financial services industry since 1985.

            380 Knollwood Street
            Suite 250
            Winston-Salem, NC 27103
            beverly.funderburk@ubs.com
            Beverly Funderburk
            380 Knollwood Street,Winston-Salem,NC,27103
          • Deb

            Deborah Morand

            Client Associate

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            • AL
            • AZ
            • CA
            • DC
            • DE
            • FL
            • GA
            • HI
            • IL
            • MD
            • ME
            • MI
            • MT
            • NC
            • NH
            • NJ
            • NY
            • OR
            • PA
            • SC
            • SD
            • TN
            • TX
            • VA
            • WA

            Debbie is the newest member of our team and to the financial services industry. Her role will be Client
            Service Associate and in that capacity be responsible for all customer service related requests on behalf
            our clients. Debbie brings to the team a background in a variety of administrative responsibilities. Prior
            to joining our team, she served for 8 years as an executive assistant, working with a high net worth
            family.

                  380 Knollwood Street
                  Suite 250
                  Winston-Salem, NC 27103
                  debbie.morand@ubs.com
                  Deborah Morand
                  380 Knollwood Street,Winston-Salem,NC,27103
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                A leading global wealth manager

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                Tariffs, volatility and your portfolio

                Are you ready?

                In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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                UBS Group invested assets
                As of 12/31/2024

                51 countries

                Our global footprint

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                UBS is a leading and truly global wealth manager

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