Global access. Strategic solutions.

Private Wealth Management

Looking out at city through window

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

  • image

    C. Harvey Rice, CIMA®

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AZ
    • CO
    • FL
    • GA
    • MO
    • NC
    • SC
    • TN
    • WY

    Harvey joined UBS Private Wealth Management in 2011 and has over 20 years of experience advising clients.  Harvey began his career in wealth management with Lehman Brothers in 1991 and most recently was with U.S. Trust and Merrill Lynch.  Harvey is the architect of the group's risk management, investment and liquidity strategies and leads all of the strategic, advisory and planning aspects of client relationships.

    Harvey received his B.S. in Finance and Economics from Valparaiso University and completed post -graduate business studies at IMD in Lausanne, Switzerland.  He holds the Certified Investment Manager Analyst designation.  Harvey lives in Charlotte with his wife Tiffany and children, Max and Lucy, and is actively involved in supporting many non-profit organizations and charities.  He enjoys golf and is an avid hunter and angler.

      • Valparaiso University, B.S. in Finance and Economics
      • IMD in Lausanne, Switzerland
      • Certified Investment Management Analyst®
      • Private Wealth Advisor
      13024 Ballantyne Corporate Pl.
      Suite 650
      Charlotte, NC 28277
    • image

      Haley Hill, CFP®

      Vice President

      Senior Wealth Strategy Associate

      • image
      • image
      • image
      • AK
      • AL
      • AZ
      • CO
      • CT
      • FL
      • GA
      • IL
      • LA
      • MO
      • NC
      • NY
      • SC
      • TX
      • VA
      • WI
      • WY

      Haley joined UBS Private Wealth Management in 2011 and has over 10 years of experience in wealth management, most recently with U.S. Trust.  Haley advises and supports clients in all facets of the broader wealth strategy with a particular focus on the construction and implementation of complex planning strategies including but not limited to: trusts and estate, cash flow modeling, business succession and monetization.

      Haley earned a B.S. in Finance from the University of North Carolina at Charlotte and holds the Certified Financial PlannerTM certification.  Haley currently holds the Series 7 (General Securities), 31 (Futures Managed Funds), Series 66 (Combined State) and life and health insurance licenses. She lives in Charlotte, is active with various local charities, and enjoys reading, staying active and spending time with friends and family.

        • University of North Carolina at Charlotte, B.S. in Finance
        • CERTIFIED FINANCIAL PLANNER™
        13024 Ballantyne Corporate Pl.
        Suite 650
        Charlotte, NC 28277

      Wealth, from your point of view

      Change your community. Change the world.

      Change your community. Change the world.

      Executive decisions

      Executive decisions

      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

      Insights