Let's move forward. Together.

Meeting in a office

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.

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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.

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    David Smith

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IL
    • MA
    • MD
    • ME
    • MT
    • NC
    • NY
    • PA
    • SC
    • TX
    • VA
    • WA

    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
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        John Fisher

        Senior Wealth Strategy Associate

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        • 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
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              Loretta Fredere

              Senior Client Associate

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              • AL
              • CA
              • DE
              • FL
              • GA
              • HI
              • IL
              • MD
              • ME
              • MT
              • NC
              • NY
              • PA
              • SC
              • TX
              • VA
              • WA
              Loretta helps our clients with their administrative needs, including account inquires and requests. With a background in banking operations, Loretta has the knowledge and experience necessary to resolve our clients' service requests and monitor all account requirements. Loretta has worked in the financial services industry since 1986.

                    380 Knollwood Street
                    Suite 250
                    Winston-Salem, NC 27103

                  Focus on liquidity management

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                  UBS and Credit Suisse—stronger than ever

                  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.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $3.9 trillion

                  In invested assets globally 
                  As of 12/31/2022

                  51 countries

                  Our global footprint

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                  UBS is a world-leading wealth manager

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