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.

  • Greg Day Profile Photo

    Greg Day

    Senior Vice President–Wealth Management

    Financial Advisor

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        • 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

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        • AL
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        • GA
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            • 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
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          ElectionWatch 2024

          24 questions for the '24 US election

          Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

          The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

          Download the report

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