Lasting relationships

Understanding what matters most to you

Meeting in a office

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.


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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