Finding your true direction

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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.

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• 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

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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, 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.
• Forbes Top Women Wealth Advisors Best-in-State, 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.
• 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

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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.

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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.

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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