UBS Wealth Management

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

Carolina Capital Markets, founded in 1994, is a clearing correspondent of First Clearing, a subsidiary of Wachovia Corporation. It is a dealer specializing in fixed-income and structured finance products for institutional clients. The company s trading partners include a network of leading national and regional brokerage firms. It provides its clients with access to searchable databases of corporate, agency, mortgage and asset-backed offerings, comprising the inventories of more than 80 fixed-income dealers. Carolina Capital Markets is one of the few brokers and dealers to provide full soft dollar services for fixed -ncome money managers trading in the secondary market. The company is headquartered in Chapel Hill, N.C.

Raymond James, located in Chapel Hill, NC, is a global financial services firm offering trusted advice and sophisticated strategies to individuals and institutions. With a focus on understanding each client's unique complexities, Raymond James advisors provide a wide range of resources and specialized expertise to help clients plan for their financial future. Generated from the website