Let's move forward. Together.

David Smith

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • ME
  • MT
  • NC
  • NY
  • SC
  • TX
  • VA

Credentials

  • Chartered Retirement Plans Specialist℠
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

Email Me

dn.smith@ubs.com
David Smith
380 Knollwood Street,Winston-Salem,NC,27103

John Fisher

Senior Wealth Strategy Associate

Registered States:
  • 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

Email Me

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

Loretta Fredere

Senior Client Associate

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.

Registered States:
  • AL
  • CA
  • DE
  • FL
  • GA
  • HI
  • IL
  • MD
  • ME
  • MT
  • NC
  • NY
  • PA
  • SC
  • TX
  • VA
  • WA
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

Email Me

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