Manish Joined UBS in 2008 from Merrill Lynch, where he was a Resident Director. Early on in his career in wealth management at Morgan Stanley, he started specializing in advising clients with significant wealth. Drawing on his extensive experience, Manish now develops personalized strategies to address the complex needs of high net worth clients.

Manish is a CFA® and CFP® practitioner. He attended the Wharton School of Business at the University of Pennsylvania for executive education. Manish received his Post Graduate Diploma (equivalent to MBA) in Finance & International Business in India and was awarded his school's highest academic honor for excellence. His focus was on Computer Science, Physics and Mathematics during his BS.

Being married to a cardiologist, Manish is somewhat of a fitness enthusiast. You can easily engage him in a discussion about nutrition or health. He is ever willing to visit a new country or try a new cuisine. He and His wife Shriti live in Orlando with their young daughters Aarya and Athena.

Manish was selected as a "Barron's Top 1200 Financial Advisor" for 2019, 2018 and 2017. The Financial Times named him as one of "Top 400  Financial Advisors" in the U.S. for 2015  and Forbes named him "Best-in-State" in 2019 and 2018.  In 2020, Manish was selected by the Financial Time as one of the"Financial Times 401 Top Retirement Advisers" which recognizes the top financial advisers acorss the U.S. who specialize in serving defined contribution retirement plans. Additionally, SHOOK Research and Forbes have ranked Manish as a "2021 Best-in-State Welath Advisor."

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

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.

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 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

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 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 independent 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 working for UBS in 2018.  Karen's responsibilities 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. 

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, 63 and 66. 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