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Chad Pearson

Senior Vice President - Wealth Management Financial Advisor, UBS Decision Point Wealth Consulting
BIO

Chad Pearson, CFP®, CEPA, CPWA® leads Decision Point Wealth Consulting in providing wealth management and succession strategies for small business owners and their families. In addition to the Certified Financial Planner Professio  

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Financial
Sep 22, 2021

The Three Dimensions Of Selling Your Business

With our team of Certified Exit Planning Advisors and CERTIFIED FINANCIAL PLANNER™ professionals, Chad Pearson, Donis Smith and Jillian Dempsey,  as well as access to the resources of UBS, ...

Financial
Jul 9, 2021

Planning Towards A Smooth Transition: Eight Steps For A Business Transition

As a business owner, you’ve worked hard to build your business. But what about the day when you might want to walk away from it all? Business transition planning is perhaps one of the most compl ...

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The Importance of Real Estate Appraisals

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Navigating the Road to Retirement: The Indispensable Benefits of a Well-Crafted Financial Plan

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UNCW CSB’s 42nd Annual Business Week: Business Students Reflect on Their “Why”

Robert Burrus - Cameron School of Business - UNC-Wilmington

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Novant Health Heart & Vascular Institute has incorporated a recent FDA-approved treatment for AFib, or atrial fibrillation, as an option for...


CEA Technology Winner: UNCW Grad Hooks Catchy Idea

Landon Hill's Local Catch app looks to streamline communication between stakeholders in the local fishing and seafood industry....


CEA Biotech Winner: Pharma Firm In Growth Mode

Kimberly Lupo started Portrett Pharmaceuticals after working in the contract development and manufacturing organization industry for several...

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