A legacy for generations

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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.

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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.

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    Greg Day

    Senior Vice President–Wealth Management

    Financial Advisor

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          1200 Abernathy Road
          600 Northpark Town Center
          Atlanta, GA 30328
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          Carroll Mullis

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
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              • Senior Portfolio Manager
              1200 Abernathy Road
              600 Northpark Town Center
              Atlanta, GA 30328

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            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

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            $2.8 trillion

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            As of 06/30/2022

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