Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Angela Calvin

Senior Vice President–Wealth Management

Financial Advisor

I have a passion for helping people achieve their dreams.

We all have dreams and goals and things we want to accomplish with our lives. Often, these require money--to travel, to buy a home, to save for college tuition, to retire and live happily ever after. Whatever your dream, I can help you plan your wealth around your goals.

I am an experienced financial advisor who has been designing wealth management plans for clients since 1996. My goal is to give them confidence that they are in good, caring hands. As a demonstration of my commitment to my craft, I earned the rigorous Certified Financial Planner™ (CFP®) designation in 2003. In 2020 and 2021.

Wealth is a means, not an end. From facilitating complex legacy strategies to organizing family finances to ensuring that children with special needs are cared for, I love to help people overcome their financial challenges, so their goals and dreams become reality.

Before I entered the financial services business, I was a biomedical engineer, training people to service medical equipment. While engineering was rewarding, it did not fulfill a fundamental need I had, which is to help people one-on-one.

My husband worked for an insurance and investment company. He suggested I consider financial services. The more I looked, the more I realized that many people were making investment decisions based on emotion or recommendations from friends. While we love our friends, they are not necessarily the best source of objective advice.

So, driven by the desire to help people, and with the discipline of an engineer, I decided to focus on financial planning.

I am excited to get up every morning to help my clients achieve their dreams. As I do that, one family at a time, I'm doing my part to change the world for the better.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA

  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

1200 Abernathy Road
600 Northpark Town Center
Suite 1850
Atlanta, GA 30328
  • (678) 441-1072

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UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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