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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    Jason Turner

    Director

    Branch Manager

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    • NC
          717 GreenValley Road
          Greensboro, NC 27408
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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
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          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
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          • VI
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          • WA
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          • WV
          • WY
                6100 Fairview Road
                Charlotte, NC 28210
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                Alexis Blanks

                Director

                Branch Manager

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                • MI
                • NC
                • SC
                • VA
                      317 W. Barbee Chapel Road
                      Chapel Hill, NC 27517
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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

                          Your 401(k)'s lifetime income illustration

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          How do you plan confidently for the retirement you want?

                          Start by building a strategy based on the resources and needs over the course of your life.

                          Imagine the retirement you want. Then, let’s build a framework to help you pursue it. 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

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