Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Justin W
Series 66
Chapel Hill, NC
UBS Financial Services
Justin Waring is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a variety of capital markets services.
Carla T
Series 66
Chapel Hill, NC
UBS Financial Services
Carla Tyner is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2007 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.
Timothy R
Series 63, Series 65
Chapel Hill, NC
UBS Financial Services
Timothy Rauwald is a financial advisor with UBS Financial Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 17 years at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, incorporating fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.
William P
Series 66
Chapel Hill, NC
UBS Financial Services
William Peyton Jr. is a Series 66-registered financial advisor with UBS Financial Services in Chapel Hill, NC, with 17 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.
Jennifer H
Series 63, Series 65
Chapel Hill, NC
UBS Financial Services
Jennifer Hoselton is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining fiduciary financial planning with institutional trading capabilities and research-driven portfolio management.
Heather G
Series 63, Series 65
Chapel Hill, NC
UBS Financial Services
Heather Green is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Her prior firms include Stifel Nicolaus & Co Inc and SunTrust Advisory Services. She is also commissioned as a North Carolina Notary Public. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.
Stephen R
Series 63, Series 66
Chapel Hill, NC
UBS Financial Services
Stephen Reed is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.
Karla F
Series 63, Series 65
Chapel Hill, NC
UBS Financial Services
Karla Flick is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.
Devesha S
Series 66
Chapel Hill, NC
UBS Financial Services
Devesha Solanki is a Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at UBS Financial Services in Chapel Hill, NC since 2017. Prior to joining UBS, Solanki worked at Durham Chiropractic Center for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.
John E
Series 66
Chapel Hill, NC
UBS Financial Services
John Eberhard is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves on the finance committee at Mt. Carmel Baptist Church, where he is involved in creating and managing church budgets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.
Madeline A
Series 66
Chapel Hill, NC
UBS Financial Services
Madeline Amberg is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she worked at FareHarbor for nine years and Havas Helia for four years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters