Your life. Your wealth. Your future.

Pursue what matters most

Lift ascending the mountains

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Pensive Man On Boat

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.

  • Richard Paul Grodzicki

    Richard Paul Grodzicki

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • ID
    • KS
    • MA
    • MD
    • ME
    • MI
    • NC
    • NE
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA

    Rick's Financial Advisor career has spanned over 45 years. He received his Bachelor of Science in Business Administration from Florida State University. His commitment to an exceptional level of service to his clients has earned him the designation as one of the Best Personal Wealth Managers from Atlanta Magazine since the inception of the award.

          3455 Peachtree Road NE
          Suite 1700 Atlanta
          Atlanta, GA 30326
        • Nigel Fleming

          Nigel Fleming

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • IL
          • KS
          • LA
          • MA
          • MD
          • ME
          • MI
          • NC
          • NE
          • NJ
          • NY
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA

          Nigel has been a Financial Advisor for over 25 years. He has distinguished himself among his peers by being one of a small number of UBS Financial Advisors who have earned the designation of "Wealth Advisor." He holds a Bachelor's degree in Economics from the University of Georgia. Through his career he has received several industry commendations. He was named one of the Best Personal Wealth Managers by Atlanta Magazine in 2009 and again in 2010. Nigel earned the Certified Investment Management Analyst designation from the Wharton School at the University of Pennsylvania.

              • Certified Investment Management Analyst®
              • Wealth Advisor
              3560 Lenox Rd NE
              28th Floor
              Atlanta, GA 30326
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              Kelli Gerkin

              Wealth Management Associate

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              • AL
              • AZ
              • CA
              • DC
              • FL
              • GA
              • IA
              • MD
              • ME
              • MI
              • NC
              • NJ
              • NY
              • OK
              • SC
              • TN
              • TX

                    3560 Lenox Road NE
                    28th Floor
                    Atlanta, GA 30326

                  The Year Ahead - Sustainable Investing

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager