Experience That inspires confidence

Paul J. Higgins

Senior Vice President - Wealth Management
Financial Advisor
540-855-3381

email



Paul graduated with a B.A. in Economics and minor in Spanish from Centre College in 1987. He has over 28 years of Banking, Investment Management, and Risk Management experience. His experience includes Branch Manager for UBS Financial Services, Inc. from 2011-2013 and Commerce Investment Corp, Senior Investment Officer with SunTrust Securities, Wealth Advisory Specialist with Smith Barney, and Commercial Lending with Wachovia.

Paul works privately with families, philanthropies, and corporations on a national basis assisting them with their domestic financial needs. Paul also holds a Wealth Advisor designation.

stment Management, and Risk Management experience. His experience includes Branch Manager for UBS Financial Services, Inc. from 2011-2013 and Commerce Investment Corp, Senior Investment Officer with SunTrust Securities, Wealth Advisory Specialist with Smith Barney, and Commercial Lending with Wachovia.

Paul works privately with families, philanthropies, and corporations on a national basis assisting them with their domestic financial needs. Paul also holds a Wealth Advisor designation.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV


John H. Saunders, CFP®

Senior Vice President - Wealth Management
Financial Advisor
540-855-3380

email



John graduated with a B.A. in Economics from the University of Virginia in 1979 and an M.B.A. from Harvard in 1983. He has over 37 years of investment management experience. This includes 14 years as a senior executive with Fidelity, Prudential, and T Rowe Price in Boston, Dallas, London, New York / New Jersey, and Baltimore. He spent 11 years as a management consultant with the Boston Consulting Group in Boston and his own consulting firms in Roanoke.

John has been a financial advisor to individual and businesses for more than 12 years. He holds a CFP® and Wealth Advisor designation.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV


William D. "Will" Peyton, Jr.

Wealth Management Associate
919-918-2329

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Will began his career in Wealth Management at Merrill Lynch before joining UBS in 2008. He works with families and institutions to address a wide spectrum of planning needs. His focus on the team includes financial planning, investment implementation, trade execution, risk monitoring and liability management.

With a constant pursuit of superlative service, he strives to have a meaningful impact on client's lives. He particularly enjoys working with multiple generations of families to help them leave a lasting legacy.

Will is a native of Eastern North Carolina and went to ECU, where he received his degree in Business Administration with a specialization in finance.

Will learned finance at an early age from his father, who has been in the industry for over 30 years. An avid outdoorsman, he enjoys various sports and attending sporting events.


Registered States:
AL, AZ, CA, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WV


Karen Elizabeth Reed

Client Service Associate
919-918-2340

email



Karen graduated from Colorado State University in 1999 with a degree in Restaurant Resort Management.  After college she found herself in Ann Arbor Michigan where her interest in finance began at a small independant broker dealer working in their back office.  In 2002, she became licensed and went to work as a Registered Client Service Assistant for a Senior Vice President at Smith Barney.  After taking time away from her career to raise a family she began wokring for UBS in 2018.  Karen's responsabilities include opening and maintaining accounts, processing client requests and providing excellent customer service.

Karen lives in Pittsboro with her three kids and enjoys the outdoors and her animals. 


Jaime Grant Escobar

Registered Client Service Associate
407-872-6314

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In 2002, Jaime began her career in the Financial Services industry in Irvine, CA at Northwestern Mutual as an Associate Financial Representative. In addition to Irvine, Jaime worked for Northwestern Mutual in Washington, D.C. and Orlando, FL. Jaime holds the Series 7, 66, and 63.She is originally from South Carolina and is a graduate of The University of South Carolina with a B.A. in Journalism and Mass Communications.

Jaime lives in Orlando, FL with her husband and daughter. In her free time, she enjoys running and the Florida sunshine. 


Registered States:
AL, AZ, CA, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TX, VA