The Malloy DuBose Sydnor Wealth Management Group - UBS Financial Services Inc.
Why pick this one
The Malloy DuBose Sydnor Wealth Management Group serves high-net-worth clients in Winston-Salem with more than 60 years of combined experience.
Best for
- High-net-worth individuals seeking portfolio management
- Families planning wealth transfer and estate matters
- Business owners needing business succession planning
- Executives needing stock option planning or concentrated equity solutions
- Retirees needing retirement and retirement distribution planning
- Individuals and families seeking philanthropic charitable consulting
Look elsewhere if
- People seeking emergency financial services
- Clients seeking a basic, transaction-only investment service
- Individuals seeking services unrelated to wealth management
Specialties
- Portfolio management
- Financial planning
- Retirement planning
- Wealth transfer planning
- Business succession planning
- Philanthropic charitable consulting
- Concentrated equity solutions
- Stock option planning
- Retirement distribution planning
Certifications
- Certified UBS Wealth Advisor
- Series 7 license
- Series 63 license
- Series 65 Uniform Investment Advisor Representative license
What makes them different
- More than 60 years of combined experience guiding families managing significant wealth
- Clients include high-net-worth individuals, executives, retirees, professional athletes and business owners
- Provides portfolio management, estate planning, trust advisory, banking and lending, and philanthropic consulting
- Richard Malloy has advised clients since 1982 and focuses on investment strategy
- Located at 380 Knollwood Street, Suite 250, Winston-Salem, North Carolina
- Response time
- Clients will be contacted shortly
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 380 Knollwood Street, Suite 250, Winston-Salem, NC 27103
- Phone
- 3367268671
- Website
- https://advisors.ubs.com/mdsgroup/?utm_source=Y...
- banks.wall@ubs.com
Services
- Investment advisory
- Portfolio management
- Financial planning
- Estate planning
- Trust advisory solutions
- Banking and lending services
- Philanthropic consulting