Lasting relationships

Understanding what matters most to you

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.

Ronald Fleischman

Executive Director

Market Director
View bio Industry recognition
- 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
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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@ubs.com

Ronald Fleischman

6100 Fairview Road,Charlotte,NC,28210

Ronald Fleischman

Executive Director

Market Director
View bio Industry recognition
- 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
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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@ubs.com

Ronald Fleischman

6100 Fairview Road,Charlotte,NC,28210

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager