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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 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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            UBS Year Ahead 2025

            Roaring 20s: The next stage

            Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

            A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

            Read the report

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