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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
