$5+ trillion
In invested assets globally
As of 11/07/2023
Our name speaks volumes about what matters most to Hatteras Wealth Management Group. Like the Cape Hatteras Lighthouse, our team is committed to helping business owners, senior executives and successful families navigate difficult financial waters, manage risk and pursue their most important long-term goals. We bring a thoughtful mix of diverse experience, multigenerational perspective and a disciplined, repeatable planning process to each relationship.
With access to the global platforms and solutions of UBS and our “extended team” of firm-wide specialists in wealth management, we are here to provide you with the insights, resources and confidence you need to make well-informed decisions to help protect the financial well-being of your family, your business and your future.
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
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.
$5+ trillion
In invested assets globally
As of 11/07/2023
Global leader
UBS is a world-leading wealth manager
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020