Lasting relationships

Understanding what matters most to you

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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
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            Lesley Ferguson

            Director

            Team Administrator

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            • 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
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                Karla Flick

                Director

                Supervisory Officer

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                • NC

                      317 W. Barbee Chapel Road
                      Chapel Hill, NC 27517

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                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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