Lasting relationships

Understanding what matters most to you

Oculus

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.

Boardwalk ocean

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.

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    Lesley Ferguson

    Director

    Team Administrator

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    • AK
    • AL
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
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    • KY
    • LA
    • MA
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    • ME
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    • Forbes Best-in-State Wealth Management Teams, 2023The 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
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        Alexis Blanks

        Director

        Branch Manager

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        • FL
        • MI
        • NC
        • SC
        • VA

              3700 Glenwood Avenue
              Suite 300
              Raleigh, NC 27612
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              Karla Flick

              Director

              Supervisory Officer

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              • CA
              • DE
              • MD
              • NC
              • SC
              • VA

                    317 W. Barbee Chapel Road
                    Chapel Hill, NC 27517

                  US banking sector update: Where we are now

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

                  Insights