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$3.9 trillion
In invested assets globally
As of 12/31/2022
You're an executive juggling multiple priories to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success and inform your financial decision-making today, tomorrow and for future generations.
Vice President–Wealth Management
Financial Advisor
My team and I work with executives, senior managers and their families on a range of wealth management needs, including investments, education funding and retirement savings. By focusing on the unique aspirations and circumstances that each individual and family brings to the engagement, I help them answer the questions, “ Is it possible?” and “Do I have enough?” To implement the goals-based strategies that I develop with clients, I leverage the depth and breadth of services that UBS offers.
As a graduate of Mercer University, I earned a Marketing and Management degree in 2012. While at Mercer, I was a member of the baseball team that won the Atlantic Sun Championship in 2010 and 2013 and competed in the Atlanta and Starkville regionals for the NCAA tournament.
Continuous learning is an important part of my philosophy, which is why in 2015 I successfully completed the Chartered Retirement Planning Counselor designation.
In my spare time, I enjoy running, cheering on my local sports teams in Georgia and spending time with friends and family.
I invite you to connect with me if you are a:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
My team and I work with executives, senior managers and their families on a range of wealth management needs, including investments, education funding and retirement savings. By focusing on the unique aspirations and circumstances that each individual and family brings to the engagement, I help them answer the questions, “ Is it possible?” and “Do I have enough?” To implement the goals-based strategies that I develop with clients, I leverage the depth and breadth of services that UBS offers.
As a graduate of Mercer University, I earned a Marketing and Management degree in 2012. While at Mercer, I was a member of the baseball team that won the Atlantic Sun Championship in 2010 and 2013 and competed in the Atlanta and Starkville regionals for the NCAA tournament.
Continuous learning is an important part of my philosophy, which is why in 2015 I successfully completed the Chartered Retirement Planning Counselor designation.
In my spare time, I enjoy running, cheering on my local sports teams in Georgia and spending time with friends and family.
I invite you to connect with me if you are a:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
