Be global. Feel local.

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The diversity of his client base reflects Araya’s gift for quickly making strong personal connections.

Araya works with high net worth and ultra high net worth individuals, families and businesses from a wide variety of backgrounds. He is dedicated to preserving their wealth through the development and implementation of customized strategies for retirement, estate planning and tax planning.

Intent on building a partnership with his clients, Araya is deliberate in learning what is important to each and tailors his advice to their values and lifestyle. Along the way, he enjoys coaching people to make sound financial decisions, so they gain peace of mind about the future. Araya is a member of the UBS President’s Council.

Araya joined UBS in 2014 after building a successful practice with Morgan Stanley. He earned his B.S. in physics and biology from Berry College, where he was a Bonner Scholar and an All-American soccer player. Born in Ethiopia, Araya is fluent in both English and Amharic. He has called the Atlanta area home since he was 14 years old.

Araya is passionate about his community and deeply involved in roles at organizations that strengthen it and support entrepreneurial efforts, including:

• Atlanta Ballet, Board of Trustees

• BCM, Board of Trustees

• Berry College, Board of Trustees

• Chris 180, Board of Directors

• Empower 5s, Board of Directors

• Hub 404 Conservancy, Board of Directors

• Metro Atlanta Chamber of Commerce, Board of Advisors

• Association of African American Financial Advisors, Member

• Ansley Country Club, Atlanta, GA, Member

• Coosa Country Club, Rome, GA , Member 

Outside of the office

• Araya lives in Buckhead with his wife, Amber Lynn, and son, Jack.

• He loves being a father and playing soccer with his son.

• He pushes himself to “always be doing, always be learning.”

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• CERTIFIED FINANCIAL PLANNER™
• Senior Portfolio Manager
• Wealth Advisor
• Athlete & Entertainer Consultant

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Developing personal relationships with his clients, and helping those clients achieve their goals, is what Mike appreciates most about his work.

Mike’s focus is financial planning for executives, professionals and business owners. He has extensive experience guiding clients through the constant shifts of the financial markets, as well as navigating their evolving financial needs. He builds toward successful financial outcomes by creating a customized financial plan for each client. But he doesn’t do this alone. An athlete from a young age, Mike learned the importance of teamwork early—and today he recognizes the value of our team in addressing his clients’ goals and concerns.

Mike is a consultant to many of our corporate clients, advising them on appropriate retirement plan strategies and structures and guiding trustees through their fiduciary obligations. He holds the Chartered Retirement Plans SpecialistSM (CRPS®) designation, as well as the Accredited Investment Fiduciary (AIF®) designation, two indicators of his deep knowledge of retirement plan issues and fiduciary responsibilities.

A graduate of Georgia Tech, he lettered in both football and golf while a student there.

Mike and his wife, Sandy, live in John’s Creek, where he likes to golf and is an active member of Shallowford Presbyterian Church.

• Chartered Retirement Plans Specialist℠

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Mike’s interest in investing developed when he was young and eventually brought him to a Career as a financial advisor after he graduated from college in 1977. Today, he is passionate about how he can play a key role in helping his clients and their families reach their financial goals.

For him, this starts with an emphasis on the client’s total experience. With that framework as his guide, he provides extensive wealth planning and customized investment advice. He has significant experience—and success—in understanding and working with the often complex and unique situations of the individuals and families he serves. His clients benefit from Mike’s deep background in the industry, and from personal service and frequent contact from our attentive administrative staff.

Mike’s industry experience includes his previous roles as a private client advisor and also as a branch manager, which included supervising, hiring and mentoring the financial advisors in various offices. He joined UBS in 2012 and today is a member of the UBS President’s Council. He holds his Series 3, 7, 65 and 66 securities licenses.

Mike graduated magna cum laude from Georgia Tech with a degree in business. He also earned the Certified Investment Management Analyst® (CIMA®) designation at the Wharton School at the University of Pennsylvania.

Driven to support charities and organizations that benefit children, Mike served as president of the Atlanta Ronald McDonald Houses and was a longtime board member.

Mike and his wife, Leslie, live in the Atlanta area and are proud of their three grown children and one granddaughter.

• Certified Investment Management Analyst®

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As a designated Wealth Advisor at UBS, Peter advises high net worth families and small Businesses in life cycle financial planning. His goal is to assist all family members in the stages of wealth accumulation, preservation and transfer through the development and implementation of a family financial plan that is monitored and updated regularly.

Peter is a Certified Financial PlannerTM (CFP®) professional, and he believes that the foundation of financial success is a solid financial plan. His philosophy of “anticipatory financial planning” is based on the belief that as advisors our experience and expertise should lead us to identify and plan for potential financial risks and opportunities in a proactive manner.

In addition to the core belief of a solid financial plan, Peter remains a strong advocate that advisors should have a lifelong pursuit of expertise in financial markets. Peter is a UBS-designated Portfolio Manager and is responsible for equity and fixed income portfolio management. His core competencies include portfolio analysis and risk management, individual equity and fixed income security selection and analysis, as well as equity options strategy management.

After a brief career in technology, Peter became a financial advisor in 2001 at Morgan Stanley. He moved to UBS in 2005. He is a graduate of Miami University in Ohio with degrees in international studies and English/journalism. In his free time, he enjoys tennis and playing guitar, and is an avid traveler and enjoys learning new languages and cultures. He lives in Sandy Springs with his wife, Leslie, their daughter, Brett, and their family dog, Bella.

• CERTIFIED FINANCIAL PLANNER™
• Portfolio Manager

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Donn’s work with clients and prospects is based on collaboration. He listens closely, then makes suggestions and creates a plan based on what he has heard.

He’s invested in seeing his clients succeed, in all aspects of their life, by looking at a holistic approach across retirement, insurance, long-term care, education and more. And he keeps his clients informed and aware by providing weekly updates and quarterly reviews.

Donn started his career in the financial services industry in 1981. In 1983, he joined a large firm as a regional consultant, where he specialized in the area of Alternative Investments. His clients at the time were financial advisors.

In 1991, he shifted his priorities and focus, choosing to work with individual clients with the intent to provide them with the best investment solutions for their portfolios. In 2005, he moved to UBS, where he continues to focus on serving and helping clients reach their financial goals.

Donn holds a degree in business, with an emphasis in finance and minor in accounting and economics, from Brigham Young University. Additionally, he holds Series 3, 7, 22, 63 and 65 securities, as well as insurance, annuities and long-term care licenses.

A fan of the outdoors, Donn prefers to be at the lake or on the beach. He’s happy to fill his free time with golf, cooking and being with his wife, kids and grandchildren. On Wednesday nights, you’ll find him volunteering for his church youth groups.

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Tyler focuses on retirement and estate planning for our clients. He is passionate about helping clients achieve their life’s goals, and about providing them with confidence when it comes to their financial situation. He builds his work on a foundation of strong personal relationships, taking time to understand each client’s vision of what their future looks like. He knows the value of always seeing clients as individuals, and of earning and keeping their confidence.

In fact, the relationship aspect of this business is what led Tyler to a career in financial services. He sincerely enjoys helping clients grow and protect their wealth for a happy retirement.

He has worked in the industry since 2013 and became fully registered in 2014. In 2017, he became a Certified Financial PlannerTM professional. Tyler also holds his insurance license and his Series 7 and Series 66 securities licenses. He earned his B.S. in business management from Oglethorpe University.

Tyler lives in Alpharetta with his wife, Amber, and their infant daughter, Carson. He loves spending quality time with his family and his friends. In his free time, he loves watching sports and Philadelphia sports teams. He golfs, plays basketball and is passionate about traveling and exploring new cities. Additionally, he is involved in CURE, a foundation dedicated to conquering
childhood cancer.

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Designing financial strategies for pro athletes and other successful individuals

As a former professional athlete who is now a Financial Advisor, Ronnie offers a unique perspective that benefits his clients. As a result of his personal journey, he identifies with his clients and understands the meaning of a true partnership to reach a common goal. Ronnie strives to be a good teammate to his clients as he educates, equips and empowers them on their financial journey.

Ronnie became interested in the financial industry when he was selected as the second overall pick in the 2005 NFL draft. Juxtaposed with his newfound success were the stories of athletes who had made bad financial decisions and jeopardized their future. Ronnie decided that he would not become one of those statistics and dedicated himself to financial literacy and education.

After his 10-year tenure in the NFL, which included a Pro Bowl appearance, Ronnie joined the financial services industry. While he knew there were some unscrupulous advisors who did not act in the best interests of their clients, Ronnie became determined to make a difference. He works with business owners, corporate executives, professional athletes and other high net worth individuals to design and implement strategies that address their short- and long-term financial goals. Ronnie is passionate about doing the right thing, with the right people, for the right reasons.

Education
• B.A., mass communications, Auburn University
• Series 7 and 66 securities licenses
• Insurance licenses

Outside of UBS
• Lives in Atlanta with his wife, Taylor, and their two children Rhys and Reagan
• A hands-on dad who enjoys supporting his children’s various activities
• Passionate about community involvement
• Loves playing golf and attending sporting events

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Establishing genuine connections with others is what Mary Lucy finds most satisfying.

Her financial services career began with an internship that led to a job offer from UBS in 2010. She stayed in the industry because she appreciated how she could help clients move past the anxiety of the times and have confidence in their financial future.

At the start of her working life, Mary Lucy learned the importance of integrity, commitment and excellence. When, in her senior year of college, she founded a babysitter placement agency serving families in Greenville, Charleston and Charlotte, trust and credibility were critical to doing business. She sees a parallel to the high degree of trust required in the wealth management industry.

Today, Mary Lucy’s primary focus is to assist in building customized financial plans. As part of your wealth management team, she sees her role as helping you create the life you want, pursue your dreams, and protect your loved ones.

Mary Lucy has her bachelor’s degree in business administration from Furman University and holds her Series 7 and 66 securities licenses.

Beyond the office, Mary Lucy continues to work toward protecting opportunities for others. She served on the Board of Safe Harbor, a Greenville-based nonprofit that benefits domestic abuse victims. She helped raise over $120,000 at their 2018 fundraiser, Fashion with a Passion. She has also been involved with the Salvation Army Women’s Auxiliary and the United Way of Greenville County.

An avid traveler, she has been on safari in Kenya and hopes to dogsled in Norway soon. When she’s not putting her passport to use, Mary Lucy enjoys time with family and friends, reading, running, hiking and skiing. 

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Building financial literacy for college and professional athletes

Marc literally wrote the book on the business of being a professional athlete. As a member of the men’s basketball team at Emory University, he saw firsthand how many athletes were unprepared for the financial challenges of life in the pros. Marc began his career by examining athletes’ decisions and habits, including excessive spending, relying on unscrupulous agents and financial advisors, and investing in ill-chosen deals.

The result was Marc’s book Money Players: A Guide to Success in Sports, Business and Life for Pro Athletes. He also wrote The Student Athlete Survival Guide (McGraw-Hill) and Go Pro Like a Pro. In 2021, Marc joined Caliber Wealth Consulting to help advance their mission of promoting financial literacy, as well as name, image and likeness (NIL) education, for college and professional athletes.

Marc has always been fascinated by wealth building. He believes that the lessons of sports are highly applicable to success in business and investing. As part of the Caliber team, he shares a passion for helping clients achieve their financial and life goals while avoiding the pitfalls. Prior to joining UBS, Marc worked at Morgan Stanley, where he served in various capacities, including as director of financial education in the Global Sports and Entertainment division.

Education
• B.B.A., finance, Emory University
• M.B.A., finance, Paul Merage School of Business, University of California, Irvine
• Series 7 and 66 securities licenses

Outside of UBS
• Lives with his wife—sports agent Debbie Spander—and daughter, Rebecca, in Los Angeles
• Cohosts Power Check Ball, a podcast that covers the business of sports, athlete advocacy, coaching advancement and social justice

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Helping clients feel supported and cared for

As an experienced Client Service Associate, Molly takes the lead in delivering the information and tools that clients need to implement and adhere to their financial plans. She is passionate about helping people and believes that supporting their financial well-being is an important way to make a difference. At Caliber Wealth Consulting, Molly is responsible for ensuring that clients understand and feel comfortable with the team’s wealth management process.

Molly has always been interested in finance and the markets. During her career, she has seen the impact that comprehensive wealth management can have on a family’s life across the generations. She enjoys contributing to people’s financial literacy and boosting their confidence about the future.

Molly grew up in Charleston, joined UBS in 2005 and spent more than 15 years with a team in Greenville before joining Caliber Wealth Consulting in 2021.

Education

·         B.S., financial management, Clemson University

·         Series 7 and 66 securities licenses

Outside of UBS

·         Lives with her husband, John, and daughters, Riley and Maggie, in Greenville, SC

·         Helps out at her daughters’ school and sports teams, as well as at her church

·         Volunteers with Meals on Wheels and United Way

·         Loves spending time at the lake with friends and family, and watching Clemson football

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Alexandra is a skilled multitasker. For much of her career in the investment industry, she has been responsible for client relations, as well as administrative and operational tasks.

She started her career in the financial services industry in 1984, working in marketing for a savings and loan bank that offered brokerage services through its branches well before that became common. In another prior role as a branch administrator, Alexandra supervised the training and daily activities of the sales support staff, while also handling the branch’s technology and human resources requirements.

Since joining UBS in 2012, Alexandra has focused her skills on developing and delivering a “concierge” level of service to the team’s clients and their families. She serves as their primary administrative resource.

A graduate of Emory University in Atlanta, she holds her Series 7, 24, and 63 securities licenses.

With the youngest of her three children now in their twenties, Alexandra is busy with home improvements. She enjoys photography, sports, travel and her pets. She also spends time volunteering for a variety of UBS-sponsored events, including activities involving Ronald McDonald House and the Children’s Restoration Network.

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Jeaninne began her career in the financial services industry more than 35 years ago with Dean Witter in the New York World Trade Center. She relocated with Dean Witter to Atlanta in 1986 to continue her career within this industry and joined UBS in 2005.

With a lengthy background in administration, operations and customer service, Jeaninne manages the operations of our team. She handles the day-to-day tasks and ongoing projects for our clients, driven to provide the best service possible. Her strong people skills and dedication to building relationships help her deliver the high level of client care she aims for. She firmly believes no client is more important than another.

Jeaninne is committed to ongoing professional development and is always adding to her knowledge of our industry. She currently holds Series 7 and 66 security licenses.

She and her husband, Tony, reside just outside of Atlanta, GA. They are very active within their church and enjoy volunteering and serving their community.