Let's move forward. Together.

UBS reflection

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Globe

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • image

    David Smith

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AL
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • MS
    • MT
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • WA
    • WI

    David is also responsible for the structure and focus of our team. His experience lies with recognizing and addressing the concerns, investment solutions and estate planning needs for affluent individuals and entities. His consistent, in-depth review of the investment climate gives our team the additional resources necessary to recommend alternative solutions in times of uncertainty. David has been in the financial services industry since 1980.

        • Chartered Retirement Plans Specialist
        380 Knollwood Street
        Suite 250
        Winston-Salem, NC 27103
        dn.smith@ubs.com
        David Smith
        380 Knollwood Street,Winston-Salem,NC,27103
      • image

        John Fisher

        Senior Wealth Strategy Associate

        • image
        • image
        • image
        • AL
        • CA
        • CT
        • DC
        • FL
        • GA
        • HI
        • IA
        • ME
        • MT
        • NC
        • NJ
        • NY
        • SC
        • TX
        • VA

              380 Knollwood Street
              Suite 250
              Winston-Salem, NC 27103
              john.r.fisher@ubs.com
              John Fisher
              380 Knollwood Street,Winston-Salem,NC,27103

            House View Monthly

            Mountain climbers on peak at sunrise

            A leading global wealth manager

            A way forward

            Understanding your life, your wealth and what you want to accomplish.

            We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

            Let's talk about how we can help you plan for the life you want

            Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $7 trn

            UBS Group invested assets
            As of 12/31/2025

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

            Insights

            This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

            Go to privacy settings