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UBS Financial Services in Chapel Hill, NC is a leading wealth management firm that focuses on building lasting relationships with their clients. They prioritize understanding their clients' priorities and concerns, working together to create customized strategies to help them confidently pursue their life goals. With a commitment to quality client service, UBS Financial Services aims to be their clients' primary source of financial advice. Their team of experienced professionals, including Alexis Blanks and Karla Flick, are dedicated to developing long-term relationships and providing quality strategies tailored to their clients' needs.Generated from the website

Visit our office today located in Chapel Hill, NC. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

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