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.

  • image

    James Leonard

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • 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
        • image

          Daniel Mason

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • 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
              • image

                Kristen Schaale

                Client Associate

                • image
                • image

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

                      Why does A.I. in space matter?

                      Outlook on interest rates

                      Tree

                      UBS and Credit Suisse—stronger than ever

                      Managing wealth is our craft

                      We’re committed to understanding what wealth means for you.

                      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                      A leader in wealth management

                      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

                      Global leader

                      UBS is a leading and truly global wealth manager

                      Insights