Finding your true direction

Compass Financial Advisors

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 CounselorSM (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.

Four people meeting in glass office

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

    Brian David

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • 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.

          1200 Abernathy Road
          600 Northpark Town Center
          Atlanta, GA 30328
        • Robert Goldstein

          Robert Goldstein

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • NC
          • NJ
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI
          • Forbes Best-in-State Wealth Advisors, 2022The 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.

            • CEPA
            1200 Abernathy Road
            600 Northpark Town Center
            Atlanta, GA 30328
          • Amanda Levi

            Amanda E. Levi, CFP®

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • IN
            • LA
            • MA
            • MD
            • MI
            • MN
            • MO
            • MS
            • NC
            • NJ
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • 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 Best-in-State Wealth Advisors, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.
            • 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

              Todd Kennedy

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • IN
              • KY
              • LA
              • MA
              • MD
              • MI
              • MN
              • MS
              • MT
              • NC
              • NJ
              • NM
              • NY
              • OH
              • OK
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • 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, 2022The 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.

                  1200 Abernathy Road
                  600 Northpark Town Center
                  Atlanta, GA 30328
                • Michael H. Levi

                  Michael Levi

                  Vice President–Wealth Management

                  Senior Wealth Strategy Associate

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                  • AL
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                  • GA
                  • IN
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                  • 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

                        Ernie Moncrieff, CIMA®, CRPC®

                        Senior Vice President–Wealth Management

                        Financial Advisor

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                        • 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
                        • 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.

                            • Certified Investment Management Analyst®
                            • Chartered Retirement Planning Counselor℠
                            3560 Lenox Road NE
                            28th Floor
                            Atlanta, GA 30326
                          people at desk

                          Planning for informed decisions

                          Your unique investment needs

                          Your unique investment needs

                          Our team, working together for you

                          Our team, working together for you

                          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

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