Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Irene Apgar, CIMA

Director

Branch Manager

Irene enjoys working with people and is intrigued by the various routes life has taken them. She takes great pride in helping people achieve their version of what they define as financial success. A true organizer, Irene always wants to have a plan in place. That is why financial planning is a cornerstone of her practice. By listening to a client's wants, needs and wishes together we can determine a plan to achieve those goals. Irene has spent a majority of her career at UBS Financial Services, formerly PaineWebber in the Washington, DC metro area as part of the firm's Wealth Management

Registered States:
  • CA
  • DE
  • FL
  • GA
  • KY
  • MO
  • NC
  • NJ
  • NY
  • OR
  • PA
  • SC
  • TN
  • VA
  • WA
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103
  • (336) 726-8680

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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