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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

  • Ron Fleischman

    Ronald Fleischman

    Executive Director

    Market Director

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    • AR
    • AZ
    • CA
    • DE
    • FL
    • GA
    • IN
    • MA
    • NC
    • NH
    • NJ
    • NV
    • NY
    • PA
    • SC
    • UT
    • VA
    • WV

    Ron began his career in financial services in 1993 and joined UBS in 2002.  Since joining UBS he has held leadership positions in the Southeast & New York and is currently responsible for leading the wealth management business for the UBS Charlotte, NC  offices.  In this role Ron’s focus is to bring the vast resources and capabilities of UBS to Advisors and clients to help them achieve what's most important to them. 

    Ron earned a Bachelor of Science degree in finance from Drexel University in Philadelphia, PA.  Born and raised in New York, he has lived in Charlotte, NC for over 20 years with his wife Robin.  They have a two adult children, Jamie and Finn.  He is an active supporter of the Charlotte Mecklenburg Police Foundation, Second Harvest Food Bank, Hands on Charlotte, and has been a mentor to members of the military transitioning into the civilian workforce through American Corporate Partners.  

    • Forbes Best-in-State Wealth Management Teams, 2024The 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.

        6100 Fairview Road
        Suite 900
        Charlotte, NC 28210
        Ronald Fleischman
        6100 Fairview Road,Charlotte,NC,28210
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        Lynda Rettig


        Supervisory Officer

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        • NC
        • SC

              13024 Ballantyne Corporate Pl.
              Suite 650
              Charlotte, NC 28277
              Lynda Rettig
              13024 Ballantyne Corporate Pl.,Charlotte,NC,28277

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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.

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