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.

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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.

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    Daniel Egbert

    Executive Director

    Branch Manager

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      Dan Egbert, Executive Director, serves as the Market Director of the UBS Financial Services offices in East Carolina. With 25 years in the wealth management business, Dan is responsible for leading an amazing group of women and men whose main goal is to provide unparalleled advice and service in assisting clients achieve their investment objectives and financial goals. In this capacity, Dan leverages his wide breadth and depth of experience, as well as unique insights, in bringing together all of the firm’s resources and capabilities on behalf of UBS clients.

      Prior to this role Dan served in a multitude of capacities with UBS, including Branch Manager, Sales Manager, Complex Resident Manager and Divisional Recruiting Officer. Dan holds FINRA Series 3, 7, 9, 10, and 66 licenses, in addition to licenses for Life, Accident and Health Insurance. Dan graduated with a degree in business management from William Paterson University in Wayne, New Jersey, where he was a member of the 1996 Division III National Championship baseball team.

      In his free time he enjoys spending time with his family, golf, running and coaching youth sports teams. 

            1501 K Street NW, Suite 1100
            Washington, DC 20005
            daniel.egbert@ubs.com
            Daniel Egbert
            1501 K Street NW, Suite 1100,Washington,DC,20005
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            Lesley Ferguson

            Director

            Team Administrator

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            • AK
            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
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            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
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            • SC
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            • TN
            • TX
            • UT
            • VA
            • VI
            • VT
            • WA
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            • WV
            • WY
            • Forbes Best-in-State Wealth Management Teams, 2023, 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
                lesley.ferguson@ubs.com
                Lesley Ferguson
                6100 Fairview Road,Charlotte,NC,28210
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                Karla Flick

                Director

                Supervisory Officer

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                • NC

                      317 W. Barbee Chapel Road
                      Chapel Hill, NC 27517
                      karla.flick@ubs.com
                      Karla Flick
                      317 W. Barbee Chapel Road,Chapel Hill,NC,27517

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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.

                    Download the report

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