Edward Jones - Financial Advisor: Sharon A Dickens

Jennifer L. Hoselton, CFP is a First Vice President Wealth Management at UBS Financial Services Inc. in Chapel Hill, NC. With over 20 years of experience in the financial industry, Jennifer specializes in comprehensive financial planning and wealth management for high net worth individuals and their families. She is dedicated to creating customized solutions that suit her clients' personal needs, using the breadth of resources and research available through UBS to develop plans that set them on the road to financial success. Jennifer is a Certified Financial Planner (CFP) and holds Series 7, 63, and 65 securities, life insurance, and long-term care insurance licenses. She earned her Bachelor of Science degree from Ithaca College and her Master's from Springfield College. Jennifer is actively involved in her community, volunteering her time with organizations such as The Volunteer Center of Durham and The YMCA of the Triangle. In her free time, she enjoys water sports, competitive sports, and spending time with her two young sons.Generated from the website

Richard Rand is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Chapel Hill, NC. With over 17 years of experience in the financial industry, Richard is dedicated to putting his clients' best interests first. He holds various licenses and certifications, including Series 7, 66, and Health and Life Insurance Licenses, as well as being a Certified Retirement Plan Specialist and Retirement Plan Consultant. Richard's main goal is to ensure that his clients' money is working towards their individual financial goals. Richard's expertise lies in wealth management, and he is passionate about helping individuals make informed investment decisions. He graduated from Cornell University with a Bachelor of Arts in Economics and is fluent in Spanish. Richard has been a part of the Durham community since 2004 and is married with four sons. In his free time, he enjoys attending his sons' sporting events, biking, and reading.Generated from the website

Frederick Cooke - UBS Financial Services Inc. is a team of dedicated Financial Advisors based in Chapel Hill, NC. With over 33 years of experience in the Financial Services Industry, they specialize in providing investment advice and strategies to Corporations, Institutions, and Technical Associations. Their expertise lies in formulating appropriate strategies through a strict process of manager selection, resource allocation, and annual spending analysis, helping clients meet their financial goals and needs. As a part of UBS Financial Services Inc., a global leader in wealth management with $3.9 trillion in invested assets globally, Frederick Cooke and his team offer a knowledgeable perspective, good judgment, and broad experience to help clients navigate the complexity of today's markets and seize opportunities. They focus on liquidity management and provide insights and guidance on investment options, including equities and bonds, to help clients make informed decisions. With a strong emphasis on long-term planning and tailored solutions, Frederick Cooke and his team are committed to helping clients organize their finances and achieve their short-term needs and longer-term goals.Generated from the website