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
            Daniel Egbert
            1501 K Street NW, Suite 1100,Washington,DC,20005
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            Karla Flick


            Supervisory Officer

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                  317 W. Barbee Chapel Road
                  Chapel Hill, NC 27517
                  Karla Flick
                  317 W. Barbee Chapel Road,Chapel Hill,NC,27517

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                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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