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
- 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

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

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
- 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

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

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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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A leading global wealth manager

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager