Senior Vice President–Wealth Management
Chartered Retirement Plans Specialist℠
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.
Credentials
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Senior Vice President–Wealth Management
Chartered Retirement Plans Specialist℠
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.
Credentials
Let's connect
Senior Client Associate
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.
Senior Client Associate
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.
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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