Joining UBS in 2012, after 27 years at Merrill Lynch, Steve specializes in investment strategy, client relationship management and integrating technology to help keep clients informed. He was again selected as one of Barron's Top Financial Advisors. Since 1997, Steve has held the Certified Investment Management Analyst^SM (CIMA®) designation from the Investment Management Consultants Association, Inc. (IMCA). Steve helps individual clients with investments using a consultative approach coupled with strategic planning.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, MN, NC, NV, NY, OH, SC, TN, TX, VA, VT, WA, WI

Michael started his career in financial services in 1994, and joined UBS in 2012. He specializes in investment strategy, client relations and marketing. Michael was again selected as one of Barron's Top Financial Advisors. Since 1999, Michael has held the Certified Investment Management Analyst^SM (CIMA®) designation from the Investment Management Consultants Association, Inc. (IMCA) and brings a disciplined, consultative approach to a client's investments.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, MN, NC, NV, NY, OH, SC, TN, TX, VA, VT, WA, WI

Janice is a key member of the Eubanks/Lappin Group, with over 25 years experience in the financial services industry. She handles client service needs, including carrying out general business operations and managing the team's calendar. Her hard work and dedication bring a high level of personalized service to clients. Janice received a bachelor's degree in management from Florida International University in Miami, Florida. She lives in Apex with her husband, Reid.

Registered States:
AZ, CA, CO, FL, IL, KS, MA, MD, NC, NY, OH, TX, VA, WI

Jon has been with the Eubanks/Lappin Group since 2006. He provides a wide range of analytical support to the team, including client reporting, trading, portfolio analysis and technology integration. A motivated, client-oriented professional, Jon is committed to having a meaningful impact on clients' lives. Jon graduated cum laude with a bachelor's degree in business economics from Wofford College in Spartanburg, South Carolina. He currently resides in  Apex with his wife Elyse and their two girls.

Registered States:
AZ, CA, CO, DE, FL, IL, KS, MA, MD, NC, NV, NY, OH, TX, VA, WI

Elizabeth joins our team in 2012 with over 7 years of industry experience. She handles client service needs and is fully dedicated to client satisfaction. Elizabeth received a bachelor's degree in business administration with a concentration in finance from East Carolina University in Greenville, North Carolina. She currently resides in Apex with her husband, Mark and their son, Henry.

Registered States:
AZ, CA, FL, NC

Prior to joining the team in 2018, Tim went into investment banking after graduating from Brown University. He previously worked for a prestigious middle market investment bank, located in Chicago, and specialized in the consumer retail and metals and mining space for private companies. Tim brings to the team an analytical approach, new perspectives with understanding the M&A marketplace and insightful guidance for catering to a younger demographic. Tim lives in Raleigh with his fiancé Alexis. He is an avid golfer and continues to play hockey on a men's league team.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, MN, NC, NV, NY, OH, SC, TN, TX, VA, VT, WA, WI