Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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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            Karla Flick

            Director

            Supervisory Officer

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                  317 W. Barbee Chapel Road
                  Chapel Hill, NC 27517

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                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.

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