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Two Morrocroft Centre
4064 Colony Road, Suite 130
Charlotte, North Carolina 28211

Main: 704.556.9300
Toll Free: 888.500.9025
Fax: 704.554.7759

Advisor and client inquiries

Annie Ninemire
Associate Director
Phone: 704.409.4129

Notice: Due to circumstances related to the effects of COVID-19, the Securities and Exchange Commission has issued an order extending the due date for delivery of Form ADV Part 2 Brochures. WestEnd Advisors will be relying on this order for delivery of its Form ADV Part 2 Brochure to clients in certain investment advisory programs sponsored by UBS Financial Services Inc. because the vendor delivering these documents by mail has encountered delays due to social distancing and other developments associated with COVID-19. The current version of this Brochure is available here: Form ADV Part 2.