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
    • IL
    • IN
    • KS
    • MA
    • MD
    • ME
    • MI
    • NC
    • NE
    • NY
    • OH
    • PA
    • 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
          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • IL
          • IN
          • KS
          • LA
          • MA
          • MD
          • ME
          • MI
          • NC
          • NE
          • NJ
          • NY
          • OH
          • PA
          • 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
              • MI
              • NC
              • NY
              • OH
              • OK
              • SC
              • TN
              • TX

                    3560 Lenox Road NE
                    28th Floor
                    Atlanta, GA 30326

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                  UBS and Credit Suisse—stronger than ever

                  Managing wealth is our craft

                  We’re committed to understanding what wealth means for you.

                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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                  In invested assets globally 
                  As of 11/07/2023

                  51 countries

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