Curtis Conover - UBS Financial Services Inc.
Why pick this one
Curtis Conover provides asset allocation, wealth preservation, and corporate retirement-plan guidance with a Chartered Retirement Plans Specialist credential.
Best for
- clients seeking asset allocation and financial planning
- corporate retirement plan guidance
- wealth preservation strategies
- clients seeking professional asset management
Specialties
- asset allocation
- financial planning
- wealth preservation strategies
- corporate retirement plans
- professional asset management
Certifications
- Chartered Retirement Plans Specialist (CRPS)
What makes them different
- Curtis started his UBS Financial Advisor career in 2001
- Curtis holds an M.B.A. in Finance from Duke University
- Curtis previously held management positions at KPMG
- Curtis is registered in numerous states, including North Carolina
- Curtis received UBS Wealth Management Director’s Council recognition in 2025
Distilled from this business's own website.
Contact & Location
- Address
- 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
- Phone
- 6172612757
- Website
- https://advisors.ubs.com/curtis.conover/?utm_so...
- curtis.conover@ubs.com
Services
- financial planning
- wealth management
- asset management
- retirement planning
- wealth preservation