The right moves for your financial future

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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.

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David Randall, CRPC

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: 

  • Business executive or senior manager who wants to maximize employer-provided benefits within the context of your holistic financial picture.
  • Individual or family seeking advice and guidance on how to balance short-term and long-term financial needs.
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • 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.

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


  • Marketing and Management Degree , Mercer University


  • Chartered Retirement Planning Counselor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Retirement planning
Retirement Plan consulting
401(k) plan services
Business Owners
Corporate executives
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326
  • (404) 760-3321

Email Me

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