Lasting relationships

Understanding what matters most to you

Wind turbines

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.

  • Alexis

    Alexis Blanks

    Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        3700 Glenwood Avenue
        Suite 300
        Raleigh, NC 27612
        alexis.blanks@ubs.com
        Alexis Blanks
        3700 Glenwood Avenue,Raleigh,NC,27612
      • Kk=arla pic

        Karla Flick

        Director

        Supervisory Officer

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        • CO
        • MD
        • NC
        • SC
        • VA

              317 W. Barbee Chapel Road
              Chapel Hill, NC 27517
              karla.flick@ubs.com
              Karla Flick
              317 W. Barbee Chapel Road,Chapel Hill,NC,27517
            Three generations in apple orchard

            Turn possibilities into a plan

            House View Monthly

            Mountain climbers on peak at sunrise

            A leading global wealth manager

            Two brothers. One inheritance.

            How will their story unfold?

            Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

            If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $7 trn

            UBS Group invested assets
            As of 12/31/2025

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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