Experience

Advice that inspires confidence
As a financial advisor since 1987, Bill has helped his clients navigate every type of market environment and pursue the full range of financial goals. His depth of wealth management experience allows him to offer skilled advice—and back it up with conviction. Bill prides himself on his close relationships with the families he works with. He considers most of his clients to be friends, and they say the same about him.

Bill’s genuine concern for others is apparent in his deep-dive approach to gathering information and getting to know his clients. By taking the time to understand them, their families and their needs, he is able to offer highly personalized financial guidance. In everything he does, Bill strives to do right by the client, including giving them advice that he hopes will help them sleep well at night.

Bill and his colleagues at The 770 Group design a comprehensive plan for each client before they make any investment recommendations. They seek to advise people on every aspect of their financial lives, and to offer a rare level of service and attentiveness. Bill loves the financial services industry. With the exception of a two-year stint at Bellsouth, it is all he has ever done—or ever wanted to do.

Making a difference
Bill has been involved in many charitable organizations during his life and sat on boards for the Atlanta Alliance for Developmental Disabilities, The Nobis foundation and others. Bill, his mother and son are all involved with InCommunity which focuses on providing housing, finding jobs in the community and furthering education for adults in the Atlanta area with developmental disabilities.

Outside the office
Bill has a wonderful wife in Nancy, who has always been supportive of him and his business. She has met and spent time with many of Bill’s clients, which makes their experience more personal. Bill and Nancy have a daughter, Kathleen, and a son, William, who has worked on Bill’s team since 2019.

Seeking to deliver the highest level of financial advice and client service
Scott has a passion for his clients, their families and their financial well-being. His goal is to be their trusted advisor for the most important financial decisions in their life. Scott leads with financial planning, and he believes planning should guide investment strategies. He is diligent about understanding his clients’ goals and concerns, and anticipating what risks could stand in the way of accomplishing those goals. Scott is committed to continuous education in order to provide sound advice about shifting taxes, regulations and economic conditions.

While there is much more to life than money, Scott finds it rewarding to see the freedom that a sound financial plan can provide. He enjoys helping people pursue their retirement goals, send their children and grandchildren to college and build a legacy for the future. At The 770 Group, Scott works with clients to execute the financial and investment strategy that the team crafts for them after extensive information gathering and communication. He is proud to be part of a practice that is large enough to allow each person to focus on a specific role.

Scott bought his first stock, Advanced Micro Devices, at 10 years of age, after his fourth grade teacher explained compound interest. While he’s not sure he understood the concept, he remembers being blown away by what a dollar could turn into if it was allowed to grow. Scott has been a Wealth Management Advisor since age 25. He began his career with Smith Barney and joined The 770 Group in 2008.

Outside the office
Scott and his wife, Sabrina, are the parents of two children, Perri and Jack. Scott coaches youth basketball, and is an active golfer and soccer player. He enjoys fishing, sports, travel and reading. But Scott’s favorite thing to do is be a dad.

Making a difference in his clients’ lives
Jake is a seasoned Financial Advisor who started in the business in 1993 and became a partner in The 770 Group in 1998. Jake works with high net worth individuals and families, many of whom initially believe this is a stock and bond or investment business. Jake’s goal, however, is to help his clients make sound financial decisions. He understands that what might make sense for one person may be inappropriate for others. Jake believes that if his clients can establish a track record of making good financial decisions, they can dramatically improve their financial situation and net worth. Ultimately, Jake seeks to help put people in a continually better position by getting involved in managing their wealth.

With nearly three decades of experience, Jake has helped his clients successfully navigate various market environments and economic climates. Given the emphasis The 770 Group places on financial planning, Jake also helps them understand the importance of realistic goals, objectives and expectations. Together he and his clients build a financial model—a picture of where they are today—and turn it into a working financial plan that keeps them focused on what’s important and too often overlooked. Jake manages investment accounts, ensures proper asset allocation and is diligent about making sure his clients follow through on the details of their plan. Jake strives to do the right thing for every client, always having their best interests in mind.

Outside the office
Jake and his wife, Leslie, have three children, Max, Ellie and Ford, whom they are very proud of. It is Jake’s hope that one day, one or more of his children will work alongside him. Jake and Leslie live in the heart of Buckhead and are members of Cherokee Town and Country Club. Jake is an accomplished amateur golfer. Not limited to the golf course, he and his family also enjoy, hunting, fishing and traveling together.

Offering a personalized, hands-on approach for retirement plan clients and individuals
Chrissy is a Chartered Retirement Plans Specialist^SM who leads corporate retirement planning for The 770 Group. She is responsible for plan sponsor services, consulting at the plan trustee level and providing retirement plan solutions specific to each organization. She also provides investment advisory services to high net worth individuals and families, helping people pursue their life goals. Chrissy is known for her commitment to listening to each client and her ability to understand their specific needs.

Working with the retirement plan business has given Chrissy the opportunity to educate a large and diverse group of corporate retirement plan participants. She is proud to offer every participant the opportunity to establish a relationship with an experienced investment professional who is qualified to help them make sound and prudent investment decisions.

Chrissy joined the team 1998 after graduating from college with a degree in economics.

Making a difference
Chrissy is an advocate for The Piedmont Park Conservancy and spends her time volunteering with various animal rescue organizations.

Outside the office
Chrissy is a native of Miami, FL, but she and her family have lived in Atlanta for more than 30 years. She enjoys practicing yoga and Pilates, as well as traveling.

Designing comprehensive financial plans for families, individuals and institutions
As the head of the financial planning team at The 770 Group, Casey is responsible for creating comprehensive plans—and presenting those plans in a way that clients can understand and implement. He is a member of the team’s investment committee and serves as one of the lead portfolio managers, responsible for investment research and portfolio construction.

Casey’s recommendations are rooted in mathematical principles, classic financial planning techniques and The 770 Group’s more than 200 years of collective experience. As a Chartered Financial Analyst® and Certified Financial Planner^TM professional, he stays informed about changing financial and economic conditions, as well as changing tax laws. Casey implements a combination of time-tested strategies and cutting-edge practices to help his clients pursue their goals in keeping with their risk tolerance.

Casey loves being able to help clients make sense of their financial situation and find ways to improve upon things. He has always had an interest in math and enjoys applying that interest to the economy, markets and financial planning. Casey interned with The 770 Group during his junior and senior years of college, and joined the team full-time within a few weeks of graduating.

Making a difference
Casey and his family are members and regular attendees at Atlanta Westside Presbyterian, where he plays in the worship band.

Outside the office
Casey and his wife, Amy, have two children, Elsa and Ethan—with whom they love to spend time. In his free time, Casey plays guitar in a 1990s cover band called C-suite. He is also a woodworker who builds custom furniture.

Helping clients develop and pursue their financial goals
As a Senior Wealth Strategy Associate with The 770 Group, John develops comprehensive financial plans for his clients that reflect an in-depth understanding of their goals. He presents those plans in straightforward, jargon-free terms and helps his clients through each step of implementation. John sees the world through numbers and has always been interested in personal finance. He also has a genuine desire to help people. Financial planning enables him to pair these interests, and he appreciates the ability to make a difference in people’s lives.

John’s clients benefit from his skill and knowledge, which have been honed by earning his Chartered Financial Analyst^® and Certified Financial Planner^TM certifications. He is a member of the investment committee at The 770 Group, responsible for the oversight and management of clients’ investment portfolios. As the group’s lead trader, John is on the front lines of designing strategies and solutions to help clients build and preserve wealth.

John takes pride in the team approach that The 770 Group offers. Every client has the benefit of interacting with multiple relationship managers, a financial planner and a client service team member. This brings multiple sets of eyes, perspectives and experience to each relationship, as well as enhanced communication and availability. John spent two years at SunTrust Robinson Humphrey as an investment banking/portfolio management analyst before joining The 770 Group in 2013.

Outside the office
John loves spending time with his wife, Megan, and children, Isaac and Sophia, regardless of what they are doing. He enjoys being outdoors, golfing, traveling and problem solving.

Making a direct impact on clients’ lives
As the newest member of 770 Group’s financial planning team, Rob assists with building and updating financial plans, analyzing portfolios for trading opportunities—asset rebalancing, tax loss harvesting and similar scenarios—as well as providing analytical assistance to the team’s Financial Advisors. He finds his work rewarding because it gives him the opportunity to make a direct impact on clients’ lives while utilizing his problem-solving and number-crunching skills.

Rob developed an interest in investing as far back as elementary school, when his parents and grandparents introduced him to stock trading and the idea of compounded growth. Understanding that there are ways to manage (as well as mismanage) your existing wealth, he has always been drawn to helping others find smarter opportunities to grow their assets. He has been a licensed securities representative since 2008, working previously with E-TRADE Financial, where he worked directly with investment clients and performed complex data analysis. He loves the breadth and depth of knowledge he is afforded as part of the 770 Group team and the care with which client concerns and interests are addressed.

Outside the office
Rob enjoys spending time with his wife, Jenn, and their three children, Logan, Owen and Hailey. They play games, read, enjoy the outdoors and take the occasional beach trip together. Rob also enjoys several hobbies, which include smoking meats on his pellet grill, woodworking, strength training and general tinkering on everything from 3D printing to home automation.

An in-depth approach to gathering information for financial plans
On a team that is built around financial planning, Aranza is often the first point of contact for new and existing clients. Her role in The 770 Group’s planning department is to gather all the information needed to construct a comprehensive financial plan. Aranza works closely with clients, walking them through the process of providing the necessary data and supporting documents. She then passes her notes and insights to the team’s Certified Financial Planning^TM professionals to help them construct the plan.

Aranza enjoys helping people make sense of their current financial situation so that they can make important decisions such as buying a house, having a baby, saving for college and deciding when to retire. The 770 Group does a deep dive into their clients’ finances in order to provide the right planning solutions. Aranza is pleased to be a member of a diverse team of experienced professionals who genuinely care for their clients.

Aranza has always had an affinity for psychology and math, which she uses to help people manage their money—and their emotions. She feels that financial planning fits her personality perfectly because it enables her to speak with people about their most important goals. Getting to know the team’s clients on a more personal level is the best part of her job. Before joining The 770 Group, Aranza worked in the banking industry and as an underwriter.

Outside of UBS
– Aranza lives in Lawrenceville, GA with her son, Elias.
– She was born in Guadalajara, Mexico and raised in Oregon.
– Her family relocated to Georgia in 2004.
– She is fluent in Spanish.
– She enjoys traveling, dancing, hiking, reading and spending time with family and friends.

Fostering multigenerational relationships with clients and colleagues for financial plans
William has known most of the members of The 770 Group for his entire life. As the son of founding partner Bill Pahl, William grew up around the financial services business and has always been interested in the markets and investing. William assists more experienced financial advisors on the team, staying in touch with their clients and working with their children and grandchildren. He reaches out frequently to clients in order to keep current with what is happening in their lives and to update them about how the team is managing their wealth.

William brings respect and compassion to all of his relationships. He strives to treat each client as a personal friend, to be a listening ear when someone needs to be heard and to provide caring advice that goes beyond financial matters. The mission of the entire team is to ensure that clients have clear goals in place and to construct highly personalized financial plans. William is energized by the ability to have an impact on multiple generations of his clients’ families.

By the time William was in high school, his father had introduced him to dozens of his clients. William interned with The 770 Group during college and joined the team in the role of business development specialist a month after graduation. He looks forward to a long and rewarding career as a financial advisor.

Making a difference
William serves as a foundation member and volunteer for InCommunity, a Georgia-based nonprofit that provides group homes, jobs and care services for adults with developmental disabilities in order to help better their lives, as well as those of their families.

Outside the office
William enjoys spending time at his family’s farm outside of Athens, where he relaxes by hunting, fishing and doing farm chores. He and his girlfriend, Melanie, are frequent visitors to the farm, along with their golden retriever. 

Serving as the go-to team member for clients and advisors
As team administrator of The 770 Group, Claire oversees the home office, supports several financial advisors, and helps clients with day-to-day needs. Claire takes pride in ensuring that the team has the proper administrative systems in place to provide excellent service to their high and ultra high net worth clients. She enjoys being part of a large and skilled practice, and is always looking for ways to assist her colleagues in their financial planning, investment allocation and wealth management efforts.

In her client service role, Claire enjoys interacting with the individuals, families and institutions that The 770 Group calls clients. She is available to help with any operational request or technical question. In everything she does, Claire seeks to embody the UBS values of accountability with integrity, collaboration and innovation.

Claire’s father, Richard DuBow is a member of the team and has been in the business since she was born. She worked with The 770 Group for a year right after college and then moved to New York for graduate school. While Claire didn’t expect to return to the financial services industry, she realized how much she enjoyed the work and, more importantly, the people she works with. She rejoined the team in 2015.

Outside of UBS
– Claire lives in Brookhaven, and enjoys walking at the Chattahoochee River with her pitbull mix, Billie.
– Loves spending time with family, listening to podcasts and traveling.

Offering experienced client service and support
With nearly 30 years of experience, Shelley is a skilled and steady presence for the clients of The 770 Group. She works with the team’s Financial Advisors to help clients pursue their life goals. In her role, Shelley handles account maintenance, troubleshoots any concerns and provides answers to bigger picture questions. She works with individuals, families and retirement plan clients, including plan participants.

Shelley enjoys problem-solving and helping clients meet their needs. She knows that retirement is the primary goal for many people, and she seeks to deliver education, support and empathy about the important issues that come up. Shelley is pleased to be part of a large and diverse team of professionals who offer varied skill sets.

Shelley has been in the financial services industry since she graduated from the University of Vermont with a degree in economics. She worked at several investment firms in Vermont and Florida. Shelley moved to Atlanta and joined The 770 Group in 2005.

Outside of UBS
– She lives in Kennesaw, GA with her daughter.
– She was born and raised in Vermont.
– She has several dogs and cats.
– Shelley enjoys home improvement projects.

Providing top-notch, personalized service to clients
Brantley is responsible for supporting Financial Advisors. In her role as the first line of contact for clients, she handles day-to-day requests and bigger picture questions from high net worth individuals and families. Brantley is passionate about providing a reliable, efficient and enjoyable experience for clients in an industry that is often considered intimidating, frustrating and stressful.

As a member of The 770 Group, Brantley is excited to work with leaders who always put their clients first, care about them as people and strive to help them achieve their goals. The team does not take lightly the fact that their clients have entrusted them with their families’ wealth. Brantley helps the team demonstrate their dedication to clients by providing consistent, transparent service. Clients know that when they call, someone on the team—never a stranger—will answer.

Before joining the team in late 2020, Brantley spent nearly four years at a public relations/marketing and communications agency in Atlanta. In that role, she was a project manager who managed five accounts simultaneously, and also acted as copywriter and liaison between the account and creative teams. This established Brantley’s strength, skill and affinity for working with clients. She has enjoyed the transition to financial services, where she can develop deeper relationships with clients while gaining invaluable knowledge about the markets and wealth management.

Outside of UBS
– Married in Fall 2021, Brantley lives with her husband, Jack, and white golden retriever, Hank, in Ashford Park.
– She attends Passion City Church in Atlanta.
– She is a cofounder of POUR, a Christian ministry for women in their twenties and thirties.
– She is an exercise enthusiast who loves doing anything outdoors, particularly snow skiing.
– Brantley is an avid sports fan who follows Atlanta pro teams, UNC sports and Alabama football.

Superior client service. Strong client relationships.
Lauren supports several Financial Advisors and works closely with their clients. In everything she does, she seeks to put the client first. She also strives to deliver clear and concise information to help people gain a better understanding of their finances as a whole.

Establishing long-term relationships with clients is very rewarding for Lauren. She enjoys getting to know them and their families. Lauren and her colleagues take pride in making finances approachable and understandable for their clients. The team prioritizes financial planning, and Lauren supports their efforts by focusing on the day-to-day details.

While Lauren’s background is in the hospitality industry, she has found an affinity for financial services, particularly the ability to make a lasting impact on people’s lives.

Outside of UBS
– Lauren lives in Northwest Atlanta with her husband, Mike, and daughter, Audrey.
– She enjoys exercise and is an avid reader.