Finding your true direction

Compass Financial Advisors is a team of 11 experienced financial professionals devoted to assisting wealthy families in managing the entirety of their financial worlds. Each senior advisor on our team has more than 30 years of experience in varying market environments. Our highly credentialed team includes the following certifications:

Certified Financial Planner™ (CFP®)
Chartered Retirement Planning Counselor^SM (CRPC®)
Chartered Investment Management Analyst® (CIMA®)
UBS Wealth Advisor

Our clients include business owners, entrepreneurs and successful professionals. Because of the depth of our team and breadth of resources, we can offer services that range from helping you exit your business to addressing complex, multigenerational wealth preservation issues. Backed by the global insights and thought capital of UBS, one of the largest wealth managers, we will provide you and your family with ongoing support to ensure that all aspects of your financial life are working together.

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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.

Brian David

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MN
- MO
- MS
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WY
Brian entered the financial services industry upon graduation from the University of Georgia in 1991. As a Financial Advisor, he has received in-depth training and possesses vast knowledge of wealth management solutions. Brian understands that each client has different needs and works to customize solutions for each client. In 2020, Brian co-founded Compass Financial Advisors, a financial services team that allows our clients' journey to begin with with a comprehensive financial plan, followed by active portfolio management and legacy planning. Working with a team provides the highest level of knowledge, client service and succession planning. Brian and his team are results driven and always client focused.

Brian and his wife, Christy, have been happily married since 1996. They have two children and reside in Sandy Springs, GA. The Davids love sports, especially UGA football, the Atlanta Braves and Samford University baseball. They are active in their church, school and community. Brian has recently started collecting and enjoying wines. California reds are his favorite.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Robert Goldstein

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- CEPA
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Amanda E. Levi, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Amanda began working for UBS Financial Services in November 2008 and has 14 years of financial services experience. Prior to joining UBS, she worked for Merrill Lynch with her father, Michael Levi. Amanda brings tremendous value to each client and prospective client relationship through an insightful financial planning process. She gets to know everyone's unique story so as to personalize every family's investment plan based on their specific goals. She received her BBA in Finance from the University of Georgia in 2002 and her CFP ® in 2008. Amanda and her father Michael partnered in 2005. They then teamed with Bobby in the spring of 2008 to form the Goldstein Levi Group. They became a full family business when Amanda & Bobby were married in April 2012.

Amanda has lived her entire life in Atlanta, GA and enjoys being with her family as much as possible. She is a room parent for both of her kids' classrooms and hosts family dinners for both sides of the family twice a week. Amanda uses her down time by working out, dancing, cooking, and spending time with friends and family.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
- CERTIFIED FINANCIAL PLANNER™
- CEPA
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Todd Kennedy

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- MI
- MS
- MT
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Todd Kennedy began his career as a financial advisor with UBS in 1993. Todd's areas of focus include retirement planning centering on the importance of asset allocation and diversification. Todd's attention to detail and service-driven approach has been the cornerstone of his business. Todd works primarily with high net worth individuals and their families with intricate investment planning needs. Todd is an avid athlete. He enjoys playing tennis and competing in various triathlons throughout the Southeast. Todd and his wife Debbie have three children and reside in Sandy Springs, GA.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Michael Levi

Vice President–Wealth Management

Senior Wealth Strategy Associate
View bio
- AL
- DC
- FL
- GA
- IN
- MA
- MD
- MI
- MN
- NC
- NY
- OH
- RI
- SC
- TN
- TX
- WA
Michael has over 35 years of experience in the financial services industry. He began his career with Merrill Lynch and in 2008, he brought his expertise to UBS after being attracted to the resources UBS offered. His areas of focus are market analysis and investment research. Michael received his education from the University of Maryland with a B.S. in Zoology/Pre-Med and a Masters in Environmental Engineering from the University of Cincinnati. Michael and his daughter Amanda partnered in 2005. They then teamed with Bobby in the spring of 2008 to form the Goldstein Levi Group. They became a full family business when Amanda & Bobby were married in April 2012.

Originally from Washington, D.C., Michael and Suzanne, his wife of almost 50 years, now reside in Atlanta, GA. They have two daughters, Amanda and Alison, along with a passion for animals which includes eight cats and the ever growing wildlife in their backyard. When he’s not spending quality time with his grandchildren, Michael enjoys golfing, cooking, and gardening.
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Ernie Moncrieff, CIMA®, CRPC®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
Understanding what matters most
Ernie became a financial advisor in 1981 to help people pursue their life goals. He’s always been interested in learning what money means to each client—their hopes, their values and their concerns.

Ernie employ a comprehensive financial planning process to design plans that are clear, understandable and straightforward. Using a consultative approach, he seeks to put clients on a pathway to helping them achieve their specific goals.

A key area of focus for his practice is retirement planning. He is experienced at creating investment portfolios designed to support a retirement that could last 25 years or more.

Ernie serves as a Stephen Minister, helping people who are in crisis. Through this experience, he’s developed a strong discipline for listening, which is crucial when handling people’s wealth.

His career in financial services began in 1981, when Ernie interviewed with a regional firm in Atlanta and was offered a job on the spot. He’s been with UBS since 1994.

Outside the office
Ernie has been a kickboxer since 2008, which helps keep him physically and mentally sharp. He enjoys collecting wines, particularly Italian vintages. He and his wife, Elizabeth, have taken several trips to Europe, including searching for new wines in Italy.

His community involvement includes serving on the board of the Chattahoochee Nature Center and volunteering at the Atlanta Humane Society. Ernie also helps people with crisis management through the Stephen Ministry.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Certified Investment Management Analyst®
- Chartered Retirement Planning Counselor
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

Brian David

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MN
- MO
- MS
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WY
Brian entered the financial services industry upon graduation from the University of Georgia in 1991. As a Financial Advisor, he has received in-depth training and possesses vast knowledge of wealth management solutions. Brian understands that each client has different needs and works to customize solutions for each client. In 2020, Brian co-founded Compass Financial Advisors, a financial services team that allows our clients' journey to begin with with a comprehensive financial plan, followed by active portfolio management and legacy planning. Working with a team provides the highest level of knowledge, client service and succession planning. Brian and his team are results driven and always client focused.

Brian and his wife, Christy, have been happily married since 1996. They have two children and reside in Sandy Springs, GA. The Davids love sports, especially UGA football, the Atlanta Braves and Samford University baseball. They are active in their church, school and community. Brian has recently started collecting and enjoying wines. California reds are his favorite.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Robert Goldstein

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- CEPA
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Amanda E. Levi, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Amanda began working for UBS Financial Services in November 2008 and has 14 years of financial services experience. Prior to joining UBS, she worked for Merrill Lynch with her father, Michael Levi. Amanda brings tremendous value to each client and prospective client relationship through an insightful financial planning process. She gets to know everyone's unique story so as to personalize every family's investment plan based on their specific goals. She received her BBA in Finance from the University of Georgia in 2002 and her CFP ® in 2008. Amanda and her father Michael partnered in 2005. They then teamed with Bobby in the spring of 2008 to form the Goldstein Levi Group. They became a full family business when Amanda & Bobby were married in April 2012.

Amanda has lived her entire life in Atlanta, GA and enjoys being with her family as much as possible. She is a room parent for both of her kids' classrooms and hosts family dinners for both sides of the family twice a week. Amanda uses her down time by working out, dancing, cooking, and spending time with friends and family.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
- CERTIFIED FINANCIAL PLANNER™
- CEPA
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Todd Kennedy

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- MI
- MS
- MT
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Todd Kennedy began his career as a financial advisor with UBS in 1993. Todd's areas of focus include retirement planning centering on the importance of asset allocation and diversification. Todd's attention to detail and service-driven approach has been the cornerstone of his business. Todd works primarily with high net worth individuals and their families with intricate investment planning needs. Todd is an avid athlete. He enjoys playing tennis and competing in various triathlons throughout the Southeast. Todd and his wife Debbie have three children and reside in Sandy Springs, GA.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Michael Levi

Vice President–Wealth Management

Senior Wealth Strategy Associate
View bio
- AL
- DC
- FL
- GA
- IN
- MA
- MD
- MI
- MN
- NC
- NY
- OH
- RI
- SC
- TN
- TX
- WA
Michael has over 35 years of experience in the financial services industry. He began his career with Merrill Lynch and in 2008, he brought his expertise to UBS after being attracted to the resources UBS offered. His areas of focus are market analysis and investment research. Michael received his education from the University of Maryland with a B.S. in Zoology/Pre-Med and a Masters in Environmental Engineering from the University of Cincinnati. Michael and his daughter Amanda partnered in 2005. They then teamed with Bobby in the spring of 2008 to form the Goldstein Levi Group. They became a full family business when Amanda & Bobby were married in April 2012.

Originally from Washington, D.C., Michael and Suzanne, his wife of almost 50 years, now reside in Atlanta, GA. They have two daughters, Amanda and Alison, along with a passion for animals which includes eight cats and the ever growing wildlife in their backyard. When he’s not spending quality time with his grandchildren, Michael enjoys golfing, cooking, and gardening.
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Ernie Moncrieff, CIMA®, CRPC®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
Understanding what matters most
Ernie became a financial advisor in 1981 to help people pursue their life goals. He’s always been interested in learning what money means to each client—their hopes, their values and their concerns.

Ernie employ a comprehensive financial planning process to design plans that are clear, understandable and straightforward. Using a consultative approach, he seeks to put clients on a pathway to helping them achieve their specific goals.

A key area of focus for his practice is retirement planning. He is experienced at creating investment portfolios designed to support a retirement that could last 25 years or more.

Ernie serves as a Stephen Minister, helping people who are in crisis. Through this experience, he’s developed a strong discipline for listening, which is crucial when handling people’s wealth.

His career in financial services began in 1981, when Ernie interviewed with a regional firm in Atlanta and was offered a job on the spot. He’s been with UBS since 1994.

Outside the office
Ernie has been a kickboxer since 2008, which helps keep him physically and mentally sharp. He enjoys collecting wines, particularly Italian vintages. He and his wife, Elizabeth, have taken several trips to Europe, including searching for new wines in Italy.

His community involvement includes serving on the board of the Chattahoochee Nature Center and volunteering at the Atlanta Humane Society. Ernie also helps people with crisis management through the Stephen Ministry.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Certified Investment Management Analyst®
- Chartered Retirement Planning Counselor
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

Planning for informed decisions

Using our detailed approach to financial planning, we’ll help you define and map the near and long-term goals you envision for yourself and your family. The strategic plan we create together assists you in making smart decisions about preserving and growing your capital.

Our initial conversations with you focus on where your life stands now and where you would like it to go.

What are your current assets and liabilities?
Do you have an estate planning strategy?
How much will you need per year during the course of a 30-year retirement?
Do you have a succession plan for your business?

The discovery and analysis process our team engages in will integrate your needs, goals and concerns with an investment strategy intended to help you reach the future you’ve envisioned for you and your family.

Liquidity. Longevity. Legacy.

Our approach 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. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

Your unique investment needs

We build customized portfolios from a broad array of investments. We emphasize risk management and diversification, with the goal of preserving and growing your capital in line with your plan objectives.

Our decades of experience help us structure a portfolio designed to meet the outcomes we’ve targeted in your plan. Your asset allocation is based on sound data and market analysis, with careful consideration to cost efficiencies and tax mitigation. And we understand that, for many wealthy families, capital preservation and steady income generation, over time, are just as important as asset growth.

Our team, working together for you

Our collective decades of experience and the wide variety of credentials our team members possess mean we can bring insights and advocacy to bear on almost any challenge you and your family face.

Our clients come to us for advice on almost everything. For example:

We fully understand the emotional as well as financial aspects of retirement planning.
Our team helps business clients sell their businesses and plan for life afterwards.
Corporate executives seek our assistance with equity compensation plans and buyouts.
Many clients want us there at meetings with their estate lawyer and tax accountant, because our deep knowledge of their families adds value to their discussions.
Insurance used for legacy and income preservation purposes can be an overlooked tool.
We believe in helping you make the greatest impact with your charitable giving, while potentially providing relief from taxes.
As a multigenerational team, we understand the needs of clients who are just beginning asset accumulation as well as those who are seeking to transfer wealth to the next generation.

We consider ourselves your “financial quarterbacks,” anticipating problems and finding solutions, no matter what challenges you may face.

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.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Finding your true direction

Pursuing your goals together

Brian David

Robert Goldstein

Amanda E. Levi, CFP®

Todd Kennedy

Michael Levi

Ernie Moncrieff, CIMA®, CRPC®