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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Ragan DeFreese Profile Photo

    Ragan DeFreese

    Senior Vice President–Wealth Management

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    • AL
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IN
    • LA
    • MD
    • MI
    • MT
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WV

    Ragan DeFreese graduated from the University of Georgia with a degree in economics. Ragan has been helping client achieve their financial goals for over 25 years. The DeFreese Group works closely with a select group of lawyers and accountants in order to strategically manage each client's individual financial plan as it relates to their tax liabilities as well as their estate planning goals. Ragan DeFreese holds Series 7,63 and 65 securities licenses, Series 3 commodities license as well as licenses for life, accident and health insurance long term care and variable annuities.

          1200 Abernathy Road
          600 Northpark Town Center
          Atlanta, GA 30328
        • Susan H. Parrish Profile Photo

          Susan Parrish

          Wealth Management Associate

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          • AL
          • AZ
          • CA
          • CO
          • FL
          • GA
          • IL
          • MD
          • MI
          • NC
          • NY
          • OK
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA

          Susan graduated from the University of North Carolina in Chapel Hill with a degree in journalism. After graduation, Susan worked in advertising for a number of years, before landing in the Advisory Services department of Interstate/Johnson Lane in Charlotte, NC in 1991.  In 1996, Susan made a move within the firm to Atlanta and worked as a sales assistant through conversions to Wachovia Securities and ultimately Wells Fargo Advisors.  She was with the firm for almost 25 years before moving to UBS Financial in June of 2015.  Susan is registered and holds the Series 7 and Series 66 licenses. 

                3560 Lenox Rd NE
                28th Floor
                Atlanta, GA 30326

              The circular economy: What is it?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              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.

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              As of 06/30/2022

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