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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, CRPS®

    Senior Vice President–Wealth Management

    Chartered Retirement Plans Specialist℠

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    • AL
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    Ragan DeFreese graduated from the University of Georgia with a degree in economics. Ragan has been helping clients achieve their financial goals for over 35 years. The DeFreese Group works closely with a select group of attorneys 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. Ragan also has the distinction of being recognized as a Chartered Retirement Plan Specialist.

        • Chartered Retirement Plans Specialist℠
        • California Insurance License # 0K01167
        1200 Abernathy Road
        600 Northpark Town Center
        Atlanta, GA 30328
        ragan.defreese@ubs.com
        Ragan DeFreese, CRPS®
        1200 Abernathy Road,Atlanta,GA,30328
      • carlyn

        Carlyn Angelette

        Senior Registered Client Associate

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        Carlyn Angelette graduated from the University of Alabama. After graduation, she worked for a local RIA firm in Chicago, Illinois for a few years before moving back to Alabama. She joined UBS in 2016 and has worked closely with ultra high-net worth families, corporate retirement accounts, and institutional sales. Carlyn holds the Series 7 and 66 licenses and is registered in all 50 states. 

              Home Worker AL
              Home Worker AL, AL 000
              carlyn.angelette@ubs.com
              Carlyn Angelette
              Home Worker AL,Home Worker AL,AL,000
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            The first 100 days

            Is your portfolio ready?

            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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