A legacy for generations

Family photos on shelf

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

Family photos

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.

  • Greg Day Profile Photo

    Greg Day

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • CA
    • CO
    • DE
    • FL
    • GA
    • KY
    • MA
    • MI
    • MO
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT

        • Chartered Financial Analyst®
        • Senior Portfolio Manager
        1200 Abernathy Road
        600 Northpark Town Center
        Atlanta, GA 30328
        greg.day@ubs.com
        Greg Day
        1200 Abernathy Road,Atlanta,GA,30328
      • Carroll Mullis  Profile Photo

        Carroll Mullis

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AL
        • CA
        • CO
        • DE
        • FL
        • GA
        • KY
        • MA
        • MI
        • MO
        • MS
        • NC
        • NJ
        • NV
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • UT

            • Senior Portfolio Manager
            • CERTIFIED FINANCIAL PLANNER®
            • Chartered Financial Analyst®
            1200 Abernathy Road
            600 Northpark Town Center
            Atlanta, GA 30328
            carroll.mullis@ubs.com
            Carroll Mullis
            1200 Abernathy Road,Atlanta,GA,30328
          Three generations in apple orchard

          Turn possibilities into a plan

          House View Monthly

          Mountain climbers on peak at sunrise

          A leading global wealth manager

          Texas

          Texas flood relief

          Support and resources

          Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

          Learn how you can get involved and make an impact through the UBS Optimus Foundation.

          The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $6 trn

          UBS Group invested assets
          As of 12/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

          Insights

          This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

          Go to privacy settings