Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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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    James Leonard

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NH
    • NY
    • OH
    • PA
    • PR
    • SC
    • TX
    • VA
    • WA
    • WV

          3700 Glenwood Avenue
          Suite 300
          Raleigh, NC 27612
          jim.leonard@ubs.com
          James Leonard
          3700 Glenwood Avenue,Raleigh,NC,27612
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          Daniel Mason

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • IA
          • IL
          • IN
          • MA
          • MD
          • MI
          • MN
          • MT
          • NC
          • NH
          • NJ
          • NY
          • OH
          • PA
          • PR
          • SC
          • TX
          • VA
          • WA
          • WV

                3700 Glenwood Avenue
                Suite 300
                Raleigh, NC 27612
                dan.mason@ubs.com
                Daniel Mason
                3700 Glenwood Avenue,Raleigh,NC,27612
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                Kristen Schaale

                Client Associate

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                        3700 Glenwood Avenue
                        Suite 300
                        Raleigh, NC 27612
                        kristen.schaale@ubs.com
                        Kristen Schaale
                        3700 Glenwood Avenue,Raleigh,NC,27612
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                      ElectionWatch 2024

                      Investment insights on the US elections

                      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.

                      In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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