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.

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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
    • TN
    • 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
          • TN
          • 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
                      Three generations in apple orchard

                      Turn possibilities into a plan

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                      A leading global wealth manager

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                      Texas flood relief

                      Support and resources

                      Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                      Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                      The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $6 trn

                      UBS Group invested assets
                      As of 12/31/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

                      Insights

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