Knowledge Powered by experience

William P. "Paul" Patterson, CIMA®, CEPA, CPWA®

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA®)
910-509-2177
paul.patterson@ubs.com
Visit my personal page

Connect with me on LinkedIn   Connect with me on LinkedIn


Registered States:
CA, CT, DE, FL, GA, HI, ID, LA, MA, MD, MT, NC, NH, NJ, PA, SC, TN, TX, VA, WV


Donis Noe Smith, CFP®, CDFA™

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst (CDFA®)
910-509-2161
donis.smith@ubs.com
Visit my personal page

Connect with me on LinkedIn   Connect with me on LinkedIn


Registered States:
CA, CT, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV


Jillian M. Dempsey, CFP®

Wealth Management Associate
CERTIFIED FINANCIAL PLANNER™
910-509-2187
jillian.dempsey@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn


Registered States:
NC


Riley A. Stephenson

Client Service Associate
Business Development Specialist
910-509-2166
riley.stephenson@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn


Registered States:
NC