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$7 trn
UBS Group invested assets
As of 12/31/2025
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 40 year career in the securities industry itself.
For ... 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 our team oversees $200 million in client assets ....... Our clients are generally 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
-Past Chairman - Communities in Schools of Greater Greensboro
-Greensboro Urban Ministry - 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 40 year career in the securities industry itself.
For ... 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 our team oversees $200 million in client assets ....... Our clients are generally 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
-Past Chairman - Communities in Schools of Greater Greensboro
-Greensboro Urban Ministry - CROP Walk - Steering Committee and past Treasurer
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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