Experience

Jansen T. Bailey, CRPS®, CRPC® is a financial advisor with UBS serving both corporate and personal wealth clients.  Jansen has worked at top financial firms including Merrill Lynch, Morgan Stanley Smith Barney and now UBS where he joined the firm in January 2014.  Jansen works with several of UBS's teams as an endowment and foundation consultant and retirement plan expert.

Taking a hands-on approach, he assists his non-profit and corporate clients with the evaluation of their plans to help ensure they are meeting their fiduciary requirements, are competitively priced, properly structured, and most importantly accomplishing the goals of the organization and participants. He also conducts employee education meetings and one-on-one meetings with participants. Once entrenched as the consultant on the plan, Jansen also provides wealth management services for the owners and executives.

Jansen’s services extend to his personal wealth clients as well.  Jansen also holds the CHARTERED RETIREMENT PLANNING COUNSELOR (SM) designation. He focuses on providing comprehensive retirement planning to his personal wealth clients who are approaching or currently in retirement. His comprehensive services include pension maximization strategies, in-depth asset allocations and investment reviews, lending services, insurance policies as well as trust and estate planning strategies.  Jansen works with his client’s CPA, personal tax advisor, estate attorneys and other professionals to help ensure his clients receive a customized retirement plan.

Raised in Pittsburgh, PA, Jansen graduated from Clemson University in South Carolina with a degree in Finance.  He and his wife, Julie, reside in Atlanta with their 3 children.  Jansen serves on the board of the Georgia Transplant Foundation.  Jansen enjoys golfing and fishing.

California Insurance License #0K24557

For over 20 years, Julie Bailey has focused on financial strategies to help build and protect wealth while seeking to reduce tax consequences. She provides meaningful retirement advice for individuals, business executives and their families.  Julie specializes in working with clients who are going through significant transitions such as divorce, death of a family member, sale of a business, or retirement.  Julie performs family office services for her C-suite clientele.

Julie is a part of the UBS's Portfolio Management Program which allows a select group of UBS Financial Advisors qualified by the firm, based on training, experience and commitment, to independently manage client assets.  Julie also holds the CHARTERED RETIREMENT PLANNING COUNSELOR™ designation in addition to the Series 7, Series 66, and Series 31.  Julie is also insurance licensed.

Julie served as President of the Buckhead Business Association.  In addition, she sat as ex-officio on the prestigious Buckhead Coalition, comprised of the top 100 CEOs and business leaders in Buckhead.  She is passionate about engaging women in the workplace and for the last 5 years created, formed and now runs an internet-based platform for over 1,000 working mothers in the Atlanta area.  For over 6 years, she has also served on the Board of Directors for the Atlanta Children's Shelter.

Julie graduated summa cum laude with a B.B.A. in Corporate Finance and Investments from East Tennessee State University. She continued post-graduate work at the University of London in London, England.   She has served as a MoneyWise mentor for Buckhead Church where she is an active member. She currently resides in Atlanta, GA with her husband and business partner, Jansen Bailey and their 3 children.

California Insurance License Number: 4026739