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Wealth Management US

As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

Stewart Blanton Jr.
Stewart Blanton Jr.
Financial Advisor
380 Knollwood Street Suite 250
Winston - Salem, NC 27103
800-227-1398
336-726-8669
336-722-3721 fax
stewart.blanton@ubs.com
Managing Wealth

Is your plan for retirement still on track?
It is never too late or too early to start saving for retirement
What should you think about before you transition into retirement?

News

UBS finalizes ARS settlements
UBS announces sale of Bank of China stake
UBS Wealth Management Research releases "Global Outlook 2009" report

My Perspective
Corporate Profile CorporateProfile.pdf
The Benefits of Asset Allocation and Rebalancing Benefits_ofAssetAllocation_Rebalancing.pdf
Using Modern Portfolio Theory to Implement Strategic Asset Allocation MPT_toImplement_Strategic_Asset_Allocation.pdf
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

Market Outlook: A slippery slope – proceed with caution  (534kb)
Integrating an inheritance into your lifestyle

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Registered States: CO, GA, NC, OR, SC, TX, VA
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