Understanding

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

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.

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.