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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Vice President–Wealth Management
Financial Advisor
Wall Street …. investing … economics have captured my interest going all the way back to high school when I opened an investment account with the savings from my first part time job. My educational background and first "real" job were in hospital administration as Director of Financial Planning for UNC Hospitals in Chapel Hill. A key part of my responsibilities there was to coordinate a bond issue that funded construction of the North Carolina Jaycee Burn Center and other updated hospital facilities. This experience led me to what is now a 35 year career in the securities industry itself.
For almost 20 years I was a public finance investment banker, consulting with hospitals and universities on the planning and completion of municipal bond offerings.
In 1999 I joined UBS (then PaineWebber) as a Financial Advisor. Today I lead a three member team that oversees $137 million in client assets. Our typical account ranges from $500,000 to $5 million, with our largest accounts exceeding $10 million. The vast majority of our clients are individuals / families or small business retirement programs. I have been approved by UBS to manage accounts on a "discretionary" basis under the firm's Portfolio Management Program.
Personal & Community
-Mentor, African American Male Initiative - Guilford County Schools
-Greensboro CROP Walk - Steering Committee and past Treasurer
Education
Vice President–Wealth Management
Financial Advisor
Wall Street …. investing … economics have captured my interest going all the way back to high school when I opened an investment account with the savings from my first part time job. My educational background and first "real" job were in hospital administration as Director of Financial Planning for UNC Hospitals in Chapel Hill. A key part of my responsibilities there was to coordinate a bond issue that funded construction of the North Carolina Jaycee Burn Center and other updated hospital facilities. This experience led me to what is now a 35 year career in the securities industry itself.
For almost 20 years I was a public finance investment banker, consulting with hospitals and universities on the planning and completion of municipal bond offerings.
In 1999 I joined UBS (then PaineWebber) as a Financial Advisor. Today I lead a three member team that oversees $137 million in client assets. Our typical account ranges from $500,000 to $5 million, with our largest accounts exceeding $10 million. The vast majority of our clients are individuals / families or small business retirement programs. I have been approved by UBS to manage accounts on a "discretionary" basis under the firm's Portfolio Management Program.
Personal & Community
-Mentor, African American Male Initiative - Guilford County Schools
-Greensboro CROP Walk - Steering Committee and past Treasurer
Education
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
