Insightful advice Delivered through ongoing collaboration

UBS Institutional Consulting Group Manish Mehta, Paul J. Higgins, John H. Saunders, William D. Peyton, Karen Elizabeth Reed, Jaime Grant Escobar

UBS Institutional Consulting Group


phone

919-918-2329
800-905-3009



phone

855-409-6756





address

317 W. Barbee Chapel Road
Chapel Hill, NC 27517



Your organization has many responsibilities—to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.

We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to us about how we can help support you in your fiduciary role.

Our office locations

317 W. Barbee Chapel Road
Chapel Hill, NC 27517

201 North New York Avenue, Suite 300
Winter Park, FL 32789


Manish Mehta has been recognized as an industry leader.

  • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021
  • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021
  • Financial Times Top 400 Financial Advisor, 2015, 2018
  • NABCAP Premier Advisor, 2012, 2013, 2014



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