Experienced planning for your foundation and endowment

As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.

Start the conversation

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.

Scott Carlton Olsen, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- FL
- GA
- MA
- MN
- NC
- NY
- OH
- SC
- TN
- TX
- VA
Scott has more than 24 years of experience and focuses on the development and execution of customized investment strategies and solutions for both individual and institutional clients. He has extensive experience specializing in developing investment policy statements, asset allocation modeling, investment manager and mutual fund evaluations, portfolio analysis, executive life and disability, and nonqualified defined compensation plans. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

Scott holds the following securities licenses: Series 7, 63 and 65 and the following insurance licenses: Life, Health, Long Term Care, Variable Life and Variable Annuity.

Scott is a 1985 graduate of the United States Naval Academy where he earned his B.S. in applied business management. He earned an M.B.A. in 1992 from Averett University of Virginia. Scott is a member of the Investment Management Consultants Association. Scott received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.
- Barron's Top 100 Institutional Consultants, 2021, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Barron's Top 50 Institutional Consultants, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Institutional Consultant, UBS Institutional Consulting Program
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Certified Investment Management Analyst®
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

scott.olsen@ubs.com

Scott Carlton Olsen, CIMA

3560 Lenox Rd NE,Atlanta,GA,30326
Raymond Vuicich Jr.

Senior Vice President–Wealth Management
View bio Industry recognition
- FL
- GA
- MA
- MD
- MN
- NY
- OH
- SC
- TN
- TX
- VA
Ray has more than 19 years of experience, and focuses on the development and execution of customized investment strategies and solutions, for individual and institutional clients. He has extensive experience specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluation and portfolio analysis and nonqualified defined compensation plans. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

Ray holds the following securities licenses: Series 7, 63 and 65 and the following insurance licenses: Life, Health, Long Term Care, Variable Life and Variable Annuity.

Ray is a 1989 graduate of the United States Naval Academy where he earned his B.S. in mathematics. He earned his M.B.A. in 1994 from the University of San Francisco. Ray is a member of the Investment Management Consultants Association (IMCA). Ray received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.
- Barron's Top 100 Institutional Consultants, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Barron's Top 50 Institutional Consultants, 2018, 2019, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Certified Investment Management Analyst®
- Institutional Consultant, UBS Institutional Consulting Program
- Senior Institutional Consultant, UBS Institutional Consulting Program
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

ray.vuicich@ubs.com

Raymond Vuicich Jr.

3560 Lenox Rd NE,Atlanta,GA,30326
Lawrence Ferber Buckley

Senior Vice President–Wealth Management
View bio
- AL
- FL
- GA
- MA
- NY
- OH
- SC
- TN
- TX
Ferber brings 48 years of experience working with institutions, specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluations, and portfolio analysis and review. He spent his career at Deutsche Bank Alex. Brown focusing on Institutional Consulting and its related programs. Ferber’s strategy is to establish, execute and maintain a long-term investment plan tailored to each client’s needs. Ferber is a 1964 graduate of the University of Georgia where he earned a B.A. in economics.
- Senior Institutional Consultant, UBS Institutional Consulting Program
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

ferber.buckley@ubs.com

Lawrence Ferber Buckley

3560 Lenox Rd NE,Atlanta,GA,30326
Cathy Lynn Williams

Senior Client Associate
View bio
- FL
- GA
- MD
- MN
- NY
- SC
- TN
- TX
- VA
Cathy has more than 31 years of experience in the financial services industry.

Cathy is a 1981 graduate of the University of North Alabama where she earned a B.S. in marketing.

Cathy holds the following securities licenses:

Series 7, 8, 24, 63 and 66.
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

cathy.williams@ubs.com

Cathy Lynn Williams

3560 Lenox Road NE,Atlanta,GA,30326
Kimberly Lynn Templin

Team Administrator
View bio
- FL
- GA
- MA
- MD
- MN
- NY
- SC
- TN
- TX
- VA
Kim has over 31 years of experience in the financial services industry. Working with securities firms including Prudential Securities, Deutsche Bank and Morgan Keegan before joining UBS.

Kim holds the following securities licenses:

Series 7, 63 and 66.
Home Worker GA
Home Worker GA, GA 000

kim.templin@ubs.com

Kimberly Lynn Templin

Home Worker GA,Home Worker GA,GA,000

Scott Carlton Olsen, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- FL
- GA
- MA
- MN
- NC
- NY
- OH
- SC
- TN
- TX
- VA
Scott has more than 24 years of experience and focuses on the development and execution of customized investment strategies and solutions for both individual and institutional clients. He has extensive experience specializing in developing investment policy statements, asset allocation modeling, investment manager and mutual fund evaluations, portfolio analysis, executive life and disability, and nonqualified defined compensation plans. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

Scott holds the following securities licenses: Series 7, 63 and 65 and the following insurance licenses: Life, Health, Long Term Care, Variable Life and Variable Annuity.

Scott is a 1985 graduate of the United States Naval Academy where he earned his B.S. in applied business management. He earned an M.B.A. in 1992 from Averett University of Virginia. Scott is a member of the Investment Management Consultants Association. Scott received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.
- Barron's Top 100 Institutional Consultants, 2021, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Barron's Top 50 Institutional Consultants, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Institutional Consultant, UBS Institutional Consulting Program
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Certified Investment Management Analyst®
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

scott.olsen@ubs.com

Scott Carlton Olsen, CIMA

3560 Lenox Rd NE,Atlanta,GA,30326
Raymond Vuicich Jr.

Senior Vice President–Wealth Management
View bio Industry recognition
- FL
- GA
- MA
- MD
- MN
- NY
- OH
- SC
- TN
- TX
- VA
Ray has more than 19 years of experience, and focuses on the development and execution of customized investment strategies and solutions, for individual and institutional clients. He has extensive experience specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluation and portfolio analysis and nonqualified defined compensation plans. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

Ray holds the following securities licenses: Series 7, 63 and 65 and the following insurance licenses: Life, Health, Long Term Care, Variable Life and Variable Annuity.

Ray is a 1989 graduate of the United States Naval Academy where he earned his B.S. in mathematics. He earned his M.B.A. in 1994 from the University of San Francisco. Ray is a member of the Investment Management Consultants Association (IMCA). Ray received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.
- Barron's Top 100 Institutional Consultants, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Barron's Top 50 Institutional Consultants, 2018, 2019, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Certified Investment Management Analyst®
- Institutional Consultant, UBS Institutional Consulting Program
- Senior Institutional Consultant, UBS Institutional Consulting Program
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

ray.vuicich@ubs.com

Raymond Vuicich Jr.

3560 Lenox Rd NE,Atlanta,GA,30326
Lawrence Ferber Buckley

Senior Vice President–Wealth Management
View bio
- AL
- FL
- GA
- MA
- NY
- OH
- SC
- TN
- TX
Ferber brings 48 years of experience working with institutions, specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluations, and portfolio analysis and review. He spent his career at Deutsche Bank Alex. Brown focusing on Institutional Consulting and its related programs. Ferber’s strategy is to establish, execute and maintain a long-term investment plan tailored to each client’s needs. Ferber is a 1964 graduate of the University of Georgia where he earned a B.A. in economics.
- Senior Institutional Consultant, UBS Institutional Consulting Program
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

ferber.buckley@ubs.com

Lawrence Ferber Buckley

3560 Lenox Rd NE,Atlanta,GA,30326
Cathy Lynn Williams

Senior Client Associate
View bio
- FL
- GA
- MD
- MN
- NY
- SC
- TN
- TX
- VA
Cathy has more than 31 years of experience in the financial services industry.

Cathy is a 1981 graduate of the University of North Alabama where she earned a B.S. in marketing.

Cathy holds the following securities licenses:

Series 7, 8, 24, 63 and 66.
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

cathy.williams@ubs.com

Cathy Lynn Williams

3560 Lenox Road NE,Atlanta,GA,30326
Kimberly Lynn Templin

Team Administrator
View bio
- FL
- GA
- MA
- MD
- MN
- NY
- SC
- TN
- TX
- VA
Kim has over 31 years of experience in the financial services industry. Working with securities firms including Prudential Securities, Deutsche Bank and Morgan Keegan before joining UBS.

Kim holds the following securities licenses:

Series 7, 63 and 66.
Home Worker GA
Home Worker GA, GA 000

kim.templin@ubs.com

Kimberly Lynn Templin

Home Worker GA,Home Worker GA,GA,000

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

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

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Experienced planning for your foundation and endowment

Pursuing your goals together

Scott Carlton Olsen, CIMA

Raymond Vuicich Jr.

Lawrence Ferber Buckley

Cathy Lynn Williams

Kimberly Lynn Templin