Begin with a plan

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Eric started his professional career after high school working as an illustrator for public television before being drafted into the United States Army in 1966. Eric served two tours in Vietnam and completed his service in 1972 at the rank of Captain. Before completing active duty, Eric graduated from Hampton University on the G.I Bill. After starting with Merrill Lynch, Eric joined Kidder, Peabody, & Co., now UBS Financial, in 1975 leading to a career in the financial services industry spanning 45 years in Hampton Roads.

As an active member of the community for many decades, Eric has served as chairman of the Norfolk Chamber of Commerce, Investment Committee of the United Way Foundation of South Hampton Roads, Urban League of Hampton Roads, and the Old Dominion University Research Foundation. Eric resides in Virginia Beach and continues to serve many community foundations in a volunteer role.

• Senior Portfolio Manager

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Joel started in the financial services industry in 1984 before joining Paine Webber, now UBS, in 2000. Prior to entering the business, Joel received his BA in Economics from the University of Georgia.

A native of Danville, Joel currently resides in Virginia Beach with his wife, Carol, and two rescue dogs, Maddy and Earl, both of whom they adopted through Hope for Life Rescue in Virginia Beach. In the community, Joel currently serves on the board of Virginia Beach Vision and Temple Emanuel. In his free time, Joel enjoys yoga, playing golf, and reading some of his favorite authors such as Lee Child and Louise Penny. Joel and his wife Carol have three grown children and two grandchildren. 

• University of Georgia, Economics

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After graduating from the United States Military Academy in 1985, Jim served as an officer in the United States Army based at Fort Eustis, Virginia.  After completing his service in 1990, Jim was eager to stay in the Hampton Roads community and joined Kidder, Peabody, and Co., now UBS Financial, leading to a career in the financial services industry spanning over 30 years.

Jim is an active member and past President of The Rotary Club of Norfolk. Jim and his wife, Clare, reside in Suffolk.

• United States Military Academy

• Certified Investment Management Analyst®
• Senior Portfolio Manager
• Wealth Advisor

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Tracy began her career in the Financial Services industry with Wheat First Securities in 1989.  She remained with Wheat First until joining UBS in 2007.  Tracy’s primary focuses are in the development and implementation of individual, corporate, and non-profit retirement plans. In addition, Tracy and her team provide comprehensive financial planning strategies, portfolio management, lending, and insurance services.

Tracy received her BA in Business Management from Virginia Wesleyan College in Norfolk, Virginia.  Tracy is extremely active in her local community, supporting many charitable organizations throughout. She has been a member of the School Planning Council in Virginia Beach as well as President and board member of the Parent/Teacher/Student Association. 

Tracy is a true Hampton Roads native, residing in Virginia Beach with her husband of 30 years, James, and their two dogs.   

• 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.

• Virginia Wesleyan, BA, Business Management

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Neal joined the Atlantic Wealth Consultants as a Financial Advisor in 2012. Prior to joining UBS, Neal graduated from Old Dominion University in 2001 and then served in the United States Navy as a Navy SEAL until he completed his service in 2012. During his time in the Navy, Neal earned his MBA from Webster University.

Neal was a 2016 honoree of the Inside Business’s 40 under 40 in Hampton Roads, in addition he is the current Treasurer for the Club Brittany Swim Club and is a former board member of the Cape Henry Rotary Club.  Neal is a Hampton Roads native and resides in Virginia Beach with his wife, Laura, and their three children.

• Old Dominion University, B.S. Finance
• Webster University, M.B.A.

• CERTIFIED FINANCIAL PLANNER®
• Portfolio Manager

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For over 15 years, Morgan Edwards has worn many hats in the financial services industry. After joining UBS in 2014 as a Financial Advisor, Morgan built his practice, which specializes in comprehensive financial planning and asset management for high net worth families throughout the greater United States. Clients value his straight forward honesty and informal approach to navigating complex issues and markets. His firm belief is that through understanding each clients’ unique situation and their drivers, he is able to tailor advice and knowledge for a vast array of circumstances. 

With his mother and father both middle school teachers, Morgan has a natural ability and passion to educate. He received his B.B.A from James Madison University and competed on the collegiate level as a soccer goalkeeper. Morgan credits a lot of his ability to manage financial markets under pressure, to that of his experience reading and directing his teams on the soccer field. After deciding on a career in finance, Morgan went on to earn his Certified Financial Planner™ (CFP®) designation from Old Dominion University and stays very active in his continuing education.   

Morgan has served on the Board of the Hampton Roads chapter of The Financial Planning Assoc and stays busy in his community. He and his wife, Amanda live with their three young children, Knox, Holden and Millie in the Chicks Beach area of Virginia Beach. There, they enjoy everything about the outdoor lifestyle. His hobbies and passions include snowboarding, acoustic guitar, running, golf, hiking and beach days on the Chesapeake Bay surrounded by family and friends.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

• James Madison University, B.A. Business Administration

• CERTIFIED FINANCIAL PLANNER®
• Portfolio Manager

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Courtney joined Atlantic Wealth Consultants in 2021 as a Financial Advisor. Courtney’s career began in 2003 with Capital Group before serving as Director of Planning for Mass Mutual in Hampton Roads for a number of years. Courtney’s dedication and passion for planning led her to join the Norfolk branch of UBS in 2017 to serve as a financial planner covering the state of Virginia.

Courtney is a graduate of Old Dominion University and is an active volunteer with the Norfolk art scene. While financial planning is her passion during the day, you may see Courtney performing in sketch comedies and other theater productions around Norfolk, where she resides with her children.

• Old Dominion University

• CERTIFIED FINANCIAL PLANNER®

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Ben joined the Atlantic Wealth Consultants in March of 2020 as a Financial Advisor. Prior to coming to Norfolk, Ben worked with UBS in Charlotte since 2016. 

Ben is a graduate of the Virginia Military Institute where he earned his B.A. in Economics & Business. Ben serves as the President of Habitat for Humanity of South Hampton Roads in addition to previously serving as an assistant coach for the Cape Henry Collegiate lacrosse team. Ben resides in Virginia Beach with his wife and son. 

• Virginia Military Institute, B.A. Economics and Business

• CERTIFIED FINANCIAL PLANNER®
• Portfolio Manager

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Ellie was born and raised in beautiful Spokane, Washington and attended Seattle Pacific University. She has enjoyed many years experience in administrative and secretarial positions in business as well as church. Ellie had played the piano and organ since she was a teenager and is very active in the music ministry of her church in Chesapeake, VA. Ellie loves living in Hampton, VA in spite of driving through the tunnel every day, and she is the very proud God-Mother to two beautiful young ladies, Cheyenne and Shelby.

• Seattle Pacific University

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Lisa joined Atlantic Wealth Consultants in 2015 after working in another area of UBS for the previous 7 years. 

Lisa grew up on Long Island, NY and currently lives with her husband Doug in South Mills, NC.  She has 3 children and 2 grandchildren.  Lisa loves to garden and is an active member of Towne South Church of Christ and its youth group.  

Chrystine joined Atlantic Wealth Consultants Group of UBS in October 2021 after working at another firm since 2019. Motivated by her mother’s many years in the financial services industry, Chrystine joined UBS’s Norfolk branch as an intern during her four years in school and our team is lucky to have her back.

Chrystine is a graduate of Old Dominion University with a double major in Criminal Justice and Sociology. Around the area, she is involved with a run group that participates in many local events while also serving on the hospitality team at her church. Born and raised in Virginia Beach, Chrystine and her husband, Braden, are expecting their first child in the fall of 2022.

• Old Dominion University , B.A. Criminal Justice and Sociology

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Katelin supports the team by providing assistance with operational and administrative items.  She also assists in security research and portfolio allocations.  She has a passion for helping clients, and seeing them achieve their financial goals.

Katelin started in the industry and earned her Series 7 and 66 securities licenses in 2008, and began working at UBS Financial Services in 2010.  She graduated from Duquesne University in 2007 with a B.S.B.A. in finance and investment management, and from Point Park University in 2009 with a M.B.A. specializing in international business.

Originally from Pittsburgh, PA, Katelin is a big fan of the Pittsburgh Steelers.  She lives in Virginia Beach with her husband and their two children.