A comprehensive plan. For life’s big moments.

Office Balcony

You have reached a level of success that has you looking for more. More guidance to navigate the complexities that come with building wealth. More insights to point you in the right direction toward your financial goals. You are serious about your wealth and planning for your future, and you are looking for a new approach.

Our team has been serving the needs of clients like you for decades. We understand what it means to be faced with financial complexity as your family and business wealth grows. As an experienced team within one of the largest wealth management firms in the world, we can provide precisely what you need: the guidance to help you make the right financial decisions for yourself, your business and your family. In everything we do, we seek to help you to think deliberately and prioritize clearly—so that your vision for the future can become a reality.

Business people

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • adam

    S. Adam Thomas

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    As a founding partner of Apex Wealth Management, Adam has more than 25 years of experience in the financial services industry. His passion for finance was sparked as a teenager after the loss of his father at a young age and the realization that inadequate financial guidance eroded a significant portion of his family’s assets. Given this experience, Adam has spent his career in the investment world, helping families manage their savings and achieve their vision for the future. 

    Adam is a Wealth Advisor and Senior Portfolio Manager, offering comprehensive planning for high net-worth families. His focus is on helping clients transition a business, plan for retirement, develop estate strategies or create a legacy through philanthropy services. With a special interest in helping athletes win off the field, Adam provides advice and guidance to help them confidently navigate the road ahead. In all his client interactions, Adam’s chief goal is to build long-lasting relationships and be positioned as the most important person apart from family. 

    An industry leader, Adam has been recognized by Forbes as a Best-in-State Wealth Advisor and named to Barron’s Top 1,000 Teams. He is a frequent speaker at seminars on a variety of subjects regarding comprehensive wealth management, building successful teams and retirement planning. 

    He has served on the National Retirement Advisors Council and created The Retirement Standard, a client experience based on 10 key elements of planning for a successful retirement. 

    Committed to supporting military veterans, Adam volunteers with American Corporate Partners, where he mentors and offers career guidance to high-ranking military officers transitioning to civilian workforce. He is deeply involved in Lighthouse Family Retreat, which helps to strengthen families living through childhood cancer, and Show Hope, a movement to care for orphans. 

    Adam splits his time between Orlando, FL and Atlanta, GA. He enjoys golf, boating, and travel.

    • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
    • Nyack College, B.S. Business Administration
    • Senior Portfolio Manager
    • Wealth Advisor
    3560 Lenox Rd NE
    28th Floor
    Atlanta, GA 30326
  • keegan

    K. Michael Hennessy

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Mike specializes in addressing the unique needs of High and Ultra High Net Worth clients and families. Building upon nearly 20 years of experience in the wealth management business, he is passionate about helping clients make the right financial decisions for life’s big moments. As a founding partner of Apex Wealth Management, Mike engages and consults with a select group of business owners, corporate executives, professional athletes and entertainers with a specific focus on income distribution planning, succession planning and legacy planning.

    Mike is a Wealth Advisor and Senior Portfolio Manager, providing highly personalized wealth management services to his clients. Overseeing the team’s portfolio construction process, he determines the optimal asset allocation strategy that aligns with each clients’ liquidity, longevity and legacy goals.

    Over the course of his career, Mike has received numerous accolades from prominent publications, including Forbes Best-in-State Wealth Advisor, Georgia (2017-2020), Atlanta Magazine’s Five Star Wealth Manager (2011-2020), and the Atlanta Business Chronicle Top Advisor (2011). He is also a regular attendee at the annual Barron's Top Teams Summit with the other managing members of his team.

    Before joining UBS in 2014, Mike was a Financial Advisor in the Wealth Management division of Morgan Stanley. He earned his B.B.A. in Risk Management from Georgia State University and an Executive Certificate in Portfolio Management from Stanford University. In addition, Mike holds the Series 7, 63 and 65 securities licenses, as well as state licenses.

    • Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022
    • Georgia State University, B.B.A. Risk Management
    • Senior Portfolio Manager
    • Wealth Advisor
    3560 Lenox Rd NE
    28th Floor
    Atlanta, GA 30326
  • brandon brown

    Brandon D. Brown

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Brandon joined UBS Financial Services in 2014 along with his partners.  He began his career at Morgan Stanley in 2004 as a Financial Advisor.  While there, Brandon received numerous recognitions including attaining his Financial Planning Specialist designation as well as being a member of the Portfolio Management Institute.  He holds a Bachelor of Science in Finance from Auburn University and is a member of the Metro Atlanta Chamber of Commerce Board of Advisors.  Brandon holds his Series 7, 63, 65, and 31 as well as Life, Health and Annuity Insurance licenses.  He also recently received the UBS Top 35 under 35 Award for 2017 and Forbes Best-In-State Wealth Advisors, 2019.

    • Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors, 2019
    • Forbes/SHOOK Best-In-State Wealth Advisors, 2022
    • Forbes/SHOOK Top 250 Next-Generation Wealth Advisors, 2020, 2021
    • UBS Top 35 Under 35, 2017
    • Auburn University, B.S. Finance
      3560 Lenox Rd NE
      28th Floor
      Atlanta, GA 30326
    • brandon reynolds

      Brandon Reynolds

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI
      • WV

      Brandon has more than 20 years of financial services experience, in addition to his Series 7, 31, 63, 65, life, health insurance licenses and a B.B.A. from Roanoke College. He is an active member of the Atlanta community and resides with his wife and three children in Buckhead.

        • Roanoke College, B.B.A.
          3560 Lenox Rd NE
          28th Floor
          Atlanta, GA 30326
        • Ron

          Ronald Zeitz

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI
          • WV

          Insights grounded in experience

          For over nearly 25 years in financial services, Ron has been singularly dedicated to the well-being of his clients. An early advocate of financial planning, Ron has always believed a comprehensive, goals-based plan is the best way to build confidence and drive a long-term investment strategy. He and his team are focused on helping to maintain the quality of their clients’ lives by never losing sight of what really matters to them.

          Prior to becoming a Financial Advisor, Ron was an entrepreneur and built several businesses in manufacturing and real estate. He brings this broad experience to developing investment strategies tailored to each client’s goals. Beyond his deep understanding of the markets, he looks holistically at his clients’ financial picture to understand the right investment mix for their unique situation. This includes estate planning strategies, risk and debt analyses and the inclusion of real estate holdings. 

          With the right plan in place, Ron feels great satisfaction knowing he has helped his clients bring order to their investments and simplify their entire lives. 

          Dedication born of adversity

          Through his entrepreneurial ventures, Ron developed a keen understanding of risk and a businessman’s ability to think innovatively. He earned a B.S. in business administration from Rutgers University and started out in investment research but soon branched out into his own businesses. 

          As a young man, Ron was diagnosed with chronic Crohn’s disease. With a bleak prognosis from his doctors, Ron decided that instead of treating his condition solely with drugs, he would educate himself about nutrition and exercise. The experience also deepened his faith. Now, 43 years later, Ron is going strong and credits the experience with not only honing his ability to innovate for his clients but with giving him the faith and compassion to help his clients meet all the twists and turns they face in life.

          • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021
              501 Fellowship Road
              Suite 302
              Mt. Laurel, NJ 08054
            • Jamie

              Jamie Cohen

              Financial Advisor

              • image
              • image
              • image
              • AK
              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • ID
              • IL
              • IN
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MS
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • PR
              • RI
              • SC
              • TN
              • TX
              • VA
              • VT
              • WA
              • WI
              • WV

              As a legacy team member, Jamie has been in the industry for over 5 years, learning from her father, Ronald Zeitz. She plays an integral role with the team by building current and future client relationships. Jamie works alongside clients to identify their goals, analyze their cash flow and develop long-term financial retirement plans. Each plan is developed with the client’s specific needs in mind. Jamie also manages the team’s educational seminars and marketing events.  

              In her spare time, enjoys cooking with her husband, Phil, bike rides with her son and spending time with friends and extended family.

              Jamie hold the Series 7 and 66 securities licenses and has a B.A. in business from Messiah College.

                    501 Fellowship Road
                    Suite 302
                    Mt. Laurel, NJ 08054

                  Helping clients with life’s big moments

                  Our experienced team advises a select group of clients who value the comprehensive advice and financial strategies we provide. We are trusted by our clients, sitting on the same side of the table and helping navigate any financial decision. Our advice is all about you and what you need: Advice. Beyond investing.

                  business owners

                  Business owners

                  Corporate Executives

                  Corporate executives

                  bucket of baseballs

                  Professional athletes and entertainers

                  retirement

                  Retirement planning

                  Planning

                  Holistic planning for your needs, wants and wishes

                  Family

                  Relationships built over time

                  Our four-step process

                  Our disciplined four-step process delivers a well-thought-out plan and a series of targeted solutions that address your situation.

                  • Step 1 - Discovery
                    We get to know you by listening to your goals, values, dreams and concerns.

                  • Step 2 - Design
                    We gather all the information about your financial life and start to build your comprehensive plan.

                  • Step 3 - Determination
                    We plan for an in-person meeting to present your comprehensive plan and ensure it reflects your story.

                  • Step 4 - Delivery
                    We implement the plan and execute the wealth management solutions—from investments to plans for you, your business and your loved ones.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $3.3 trillion

                  In invested assets globally 
                  As of 12/31/2021

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

                  Insights