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
    • MA
    • MD
    • ME
    • MT
    • NC
    • NY
    • SC
    • TX
    • VA

    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
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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
              john.r.fisher@ubs.com
              John Fisher
              380 Knollwood Street,Winston-Salem,NC,27103
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

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            Clarity in a rapidly changing world

            We’re here to help guide you through uncertain times

            Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

            Let’s create a path together so you can move forward with confidence, no matter what comes next.

            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

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