Insight-based advice

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, CIMA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- IN
- MD
- MI
- MN
- NC
- NH
- NY
- OR
- 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, 2024The 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
Catherine Thompson, CRPC®

Wealth Strategy Associate
View bio
- AZ
- CA
- DE
- FL
- GA
- MD
- ME
- MI
- NC
- NY
- PA
- SC
- TX
- VA
- WV
Cathy, a Chartered Retirement Planning Counselor (CRPC®), brings to the team a background in operations and a vast knowledge of the firm's products and services. She is responsible for portfolio construction, and relaying the team's investment recommendations and research. She assists with the development of investment recommendations based on the risk tolerance and objectives of our clients, and monitors all managed portfolios. Cathy has worked in the financial services industry since 1980.
- Chartered Retirement Planning Counselor
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

catherine.thompson@ubs.com

Catherine Thompson, CRPC®

380 Knollwood Street,Winston-Salem,NC,27103
Beverly Funderburk

Wealth Strategy Associate
View bio
- 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
Deborah Morand

Client Associate
View bio
- 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

Jeffrey Herman, CIMA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- IN
- MD
- MI
- MN
- NC
- NH
- NY
- OR
- 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, 2024The 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
Catherine Thompson, CRPC®

Wealth Strategy Associate
View bio
- AZ
- CA
- DE
- FL
- GA
- MD
- ME
- MI
- NC
- NY
- PA
- SC
- TX
- VA
- WV
Cathy, a Chartered Retirement Planning Counselor (CRPC®), brings to the team a background in operations and a vast knowledge of the firm's products and services. She is responsible for portfolio construction, and relaying the team's investment recommendations and research. She assists with the development of investment recommendations based on the risk tolerance and objectives of our clients, and monitors all managed portfolios. Cathy has worked in the financial services industry since 1980.
- Chartered Retirement Planning Counselor
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

catherine.thompson@ubs.com

Catherine Thompson, CRPC®

380 Knollwood Street,Winston-Salem,NC,27103
Beverly Funderburk

Wealth Strategy Associate
View bio
- 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
Deborah Morand

Client Associate
View bio
- 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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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As of 06/30/2024

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Insight-based advice

Pursuing your goals together

Jeffrey Herman, CIMA®

Catherine Thompson, CRPC®

Beverly Funderburk

Deborah Morand