Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Art in gallery

Richard Callahan

Senior Vice President–Wealth Management

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

  • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of North Carolina at Charlotte
  • Central Piedmont Community College
13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

Email Me

Insights

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What if tariffs are not legal?

Posted by: Paul Donovan

ubs.com Sept 12, 2025

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A leap forward

The sustainability of fiscal policy is increasingly coming into focus for investors, especially in countries where there is no stable political majority. In the medium term, investors with more risk-tolerant strategies are likely to fare better than those who rely on money-market instruments in a low interest rate environment.

ubs.com Sept 12, 2025

Three generations in apple orchard

Turn possibilities into a plan

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      Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

      Learn how you can get involved and make an impact through the UBS Optimus Foundation.

      The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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