Experience

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. 

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.

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.

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.

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.

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.

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.

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.

Spencer is a Financial Advisor with a passion for growing wealth. He joined Apex Wealth Management at UBS in 2023 and splits his time between Atlanta, Georgia, and Charleston, South Carolina.

As an attorney and serial entrepreneur with a MBA from Berkeley, Spencer’s uncommon blend of perspectives helps him identify spoken and unspoken financial needs of high and ultra high net worth clients and their families. This is especially valuable to those with family-owned and closely-held businesses, where the intersection of relationships, responsibilities, and wealth is complex and sensitive. Spencer prides himself on proactively seeking opportunities to grow wealth through market investments, tax optimization, credit utilization, business acquisition, and more. The end goal is to earn the trust and respect of his clients through thoughtfulness, diligence, and results. Building such a relationship takes time and often starts small, as many clients have existing relationships with other banks and advisors.

In his personal time, Spencer loves traveling with his wife (and best friend), who is a special education teacher, and Charleston is one of their favorite destinations. However, as a family with five children most of their adventures together occur in backyards and kids' sports events. Spencer also cherishes the opportunity to lead a group of high school boys at North Point Community Church.

Jack leads the market and security specific research efforts for the team as well as the alternative investment and institutional money manager due diligence process. He works in concert with our team in developing customized solutions for client portfolios in order to meet their specific needs.

Prior to joining UBS, Jack worked as a financial consultant for Equitable in New York, NY.  Jack received his B.A. from the Honors College at Hampden-Sydney where he studied Mathematical Economics and graduated Magna Cum Laude. While at Hampden-Sydney, he participated in multiple undergraduate research programs including the Citrone Economics & Business Summer Research Program and Boinest Fellowship along with studying abroad at Oxford University and Semester at Sea.  He is a member of the Chi Phi Fraternity, and has worked as a tutor for calculus, writing, and public speaking, while volunteering as a student mentor to kids at Prince Edward Elementary.   Jack currently holds the Series 7 and Series 66 security licenses and is currently pursuing his CFA designation.

Originally from Newnan, GA and a graduate of the Heritage School, Jack currently resides in Atlanta, GA where he is a life long Atlanta Braves fan. Outside of work, Jack volunteers at Christian City, an organization that provides resources and crisis intervention for children, families and older adults. He is also a member of the host committee for the Community Champion Awards which honors individuals and businesses that have made an indelible impact on improving the Atlanta community.

Lynn has more than 40 years of experience in the financial services industry and has been a part of Apex Wealth Management since 2009 as a part of the Service and Operations Team. Prior to joining the team, Lynn worked with the Southeast region, in management, at what is now Morgan Stanley.   

In Lynn’s role with Apex Wealth Management, she focuses on the client experience, ensuring that whether a new client or one that has been with the team for years, is treated with the urgency, care and the attention our team demands. In her spare time, Lynn enjoys spending time with her husband, Chuck, their children, and grandchildren.

Jeannine has more than 30 years of experience in the financial services industry, and has been a part of Apex Wealth Management Service and Operations Team since 2012.  She holds a Bachelor's Degree in Business Administration, as well as her Series 7, 63 and 66 licenses.

As a Senior Registered Client Associate, Jeannine specializes in Portfolio Management, Portfolio Analysis, Insurance/Annuity products, and FGA Planning. In her spare time, Jeannine enjoys playing Tennis and traveling with her husband, Bob, and their two sons, Robbie and Thomas.

Elle has over 13 years of experience in the financial services industry, and has been a part of Apex Wealth Management since 2013 on the Service and Operations Team. She holds an Associates of Arts degree and has 20+ years of experience in customer service.

As a Client Associate for the team, Elle works to build strong client relationships and provides efficient daily operations to meet all client needs in a timely manner. In her spare time, Elle enjoys interior design, spending time with her husband Justin, and caring for their baby Remi. 

Gigi joined Apex Wealth Management in 2019 as an intern and was promoted to Client Associate in the Summer of 2021 on the Service and Operations Team. She recently earned her Series 7 and Series 66 Licenses for the greater benefit of the team and their clients.

With 4 Years of Experience in the financial services industry, Gigi now specializes in team marketing materials, assistance with UBS Online Services, and ensuring clients receive an excellent and efficient experience through daily operations. In her personal time, Gigi enjoys spending time with her husband, Shane, who has served in the US Army, and her family. She also plays piano, sings, and serves at a few local churches working to help grow their worship teams.