Insight-based advice

Telescope in window

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.

Two people talking overhead

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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                      UBS and Credit Suisse—stronger than ever

                      Global Wealth Report 2024

                      Crafted wealth intelligence

                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                      Gain additional insights into the trends shaping wealth in the US and around the world.

                      Download the report

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                      Backed by the strength of our parent company, UBS AG

                      $5.8+ trn

                      UBS Group invested assets
                      As of 03/31/2024

                      51 countries

                      Our global footprint

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                      UBS is a leading and truly global wealth manager

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