Senior Vice President–Wealth Management
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.
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Senior Vice President–Wealth Management
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.
Let's connect
Wealth Management Associate
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.
Wealth Management Associate
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.
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
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
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