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
    • 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
      • 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
        • 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

          Focus on liquidity management

          CIO House View monthly livestream

          Tree

          UBS and Credit Suisse—stronger than ever

          Managing wealth is our craft

          We’re committed to understanding what wealth means for you.

          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

          Backed by the strength of UBS

          A global leader in wealth management

          $5+ trillion

          In invested assets globally 
          As of 11/07/2023

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

          Insights