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

Financial Advisor

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

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 11/07/2023

51 countries

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