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
    • FL
    • IN
    • MA
    • ME
    • MI
    • NC
    • NJ
    • NY
    • OH
    • OK
    • PA
    • TX
    • VA

    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 and 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®
      3737 Glenwood Avenue
      Suite 200
      Raleigh, NC 27612
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      Brendan Farrell, CFP

      Authorized Officer

      Financial Advisor

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        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 BSBA double concentration in Finance and Risk Management and Insurance.  
         
        Brendan recently moved to Raleigh, NC after spending a period of time in Charleston, SC. He lives in North Raleigh with his fiancé, Paige, and their golden retriever, Goose. When Brendan is not working, he spends 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™
          3737 Glenwood Avenue
          Suite 200
          Raleigh, NC 27612

        Connecting you to the deep resources of UBS

        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

        Advice for business owners and entrepreneurs

        Advice for business owners and entrepreneurs

        Retirement planning

        Retirement planning

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

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