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
    • 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
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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
                    loretta.fredere@ubs.com
                    Loretta Fredere
                    380 Knollwood Street,Winston-Salem,NC,27103
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                  ElectionWatch 2024

                  24 questions for the '24 US election

                  Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                  The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                  Download the report

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