Malcolm Mayer - UBS Financial Services Inc.
Why pick this one
Malcolm Mayer offers personalized financial planning and wealth management, recognized by Forbes as part of the best wealth management teams in the state.
Best for
- clients seeking comprehensive financial planning
- individuals looking to preserve and pass on wealth
Look elsewhere if
- those needing basic investment advice without a personalized approach
- clients looking for short-term financial fixes
Specialties
- financial planning
- wealth management
Certifications
- Senior Vice President–Wealth Management
What makes them different
- Forbes Best-in-State Wealth Management Teams for 2025 and 2026
- B.A. Economics and B.A. Business Management/Finance from North Carolina State University
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 13024 Ballantyne Corporate Pl., Suite 650, Charlotte, NC 28277
- Phone
- 7043434030
- Website
- https://advisors.ubs.com/mac.mayer/?utm_source=...
- mac.mayer@ubs.com
Services
- investment advisory
- wealth preservation