Wealth advice for your life's goals

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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.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Greg Sieber, CFP®, CLU®, ChFC®, CEPA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • IL
    • IN
    • KS
    • LA
    • MA
    • ME
    • MI
    • NC
    • NJ
    • NY
    • OH
    • OK
    • PA
    • TN
    • TX
    • VA
    • WA

    Greg has been helping clients simplify their financial lives so they can spend more time pursuing the activities they enjoy most for over 20 years. His background in operations and management consulting taught him to look for simplicity in seemingly complicated issues. Greg enjoys bringing this perspective to his clients’ finances.    
     
    Greg enjoys helping his clients - primarily business owners, families, entrepreneurs, individual investors, and business executives develop long term plans. Greg and his clients review these plans on a regular basis so they can change course when their situation or the markets dictate.  The goal is to develop flexible, tax aware strategies that meet our client’s goals through collaboration and education.  
     
    Originally from Turtle Creek, PA, a small mill town outside of Pittsburgh, Greg graduated from Penn State University with a B.S. in Economics.  He lived in England for 9 years before moving to North Carolina with his wife of 30+ years, Jane, and their 3 children.  Passionate for learning, Greg has continued this throughout his career, leading him to possess the Certified Financial Planner®, Certified Exit Planning Advisor®, Chartered Financial Consultant®, and Chartered Life Underwriter® designations.  

      • Penn State University, Bachelor of Science in Economics
      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Financial Consultant
      • Chartered Life Underwriter®
      Estate planning strategies
      Exit planning
      Business succession
      Custom portfolios
      Executive compensation
      Corporate executives
      Financial planning
      Retirement planning
      3700 Glenwood Avenue
      Suite 300
      Raleigh, NC 27612
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      Brendan Farrell, CFP, CEPA ®

      Authorized Officer

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

      Brendan has been working as a financial advisor at UBS for the last three and a half years. Prior to partnering with Greg, Brendan worked with private wealth groups and clients mainly located in Texas.  
       
      As a Certified Financial Planner (CFP®), Brendan is responsible for providing tailored advice and tax aware investment strategies to the individuals, families, and business owners that he serves. Brendan works with experts across the firm to provide portfolio construction and management, structured solutions, alternative investments, banking, and lending. Brendan always exceeds client expectations with transparency and a high level of personalized service. 
       
      Brendan is a proud graduate of East Carolina University in Greenville, NC with a B.S.B.A. in Finance and Risk Management & Insurance.  
       
      Brendan recently moved back to Raleigh, NC after spending a year in Charleston, SC. He lives in North Raleigh with his fiancé, Paige, and their golden retriever, Goose. When Brendan is not working, he spends the majority of his time with family and friends or enjoying a round of golf.  

        • East Carolina University, BSBA, Double Concentration in Finance and Risk Management and Insurance
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Exit Planning Advisor
        Business owners
        Exit planning
        Financial planning
        Custom portfolios
        Legacy planning
        Business succession
        Asset allocation
        Alternative investments
        3700 Glenwood Avenue
        Suite 300
        Raleigh, NC 27612

      A focus on personalized access and service

      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

      Business transition and succession planning

      Business transition and succession planning

      Advice for business owners

      Advice for business owners

      investments

      Investment Management

      Exit Planning

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      Selling your business: Proceed with passion

      UBS Business Transition Services can help unlock the possibilities

      Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

      Backed by the strength of UBS

      A global leader in wealth management

      #1

      for High Net-Worth clients

      Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

      World's best bank

      for wealth management

      Euromoney Award for Excellence, 2020-2022

      $3.9 trillion

      In invested assets globally 
      As of 12/31/2022