Professional consulting for institutions

As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.

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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.

W. Earle Dodd

Managing Director–Wealth Management

Certified Investment Management Analyst®
View bio Industry recognition
- FL
- GA
- MA
- MI
- NC
- NY
- PR
- SC
- TN
- VA
- WV
Mr. Dodd is a Senior Institutional Consultant with UBS Institutional Consulting (formerly known as the PRIME Asset Consulting Group). He has been with the firm since 1977. Mr. Dodd is currently and has been a member of the Institutional Consulting Advisory Council since its inception. Mr. Dodd is a NASD Arbitrator and has been utilized as an expert witness for Security Litigation cases. Mr. Dodd received a B.A. in 1974 and an M.B.A. in 1977 from Emory University and is a Certified Investment Management Analyst.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Barron's Top 50 Institutional Consultants, 2018, 2019, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Certified Investment Management Analyst®
- Institutional Consultant, UBS Institutional Consulting Program
- Senior Institutional Consultant, UBS Institutional Consulting Program
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

earle.dodd@ubs.com

W. Earle Dodd

3560 Lenox Rd NE,Atlanta,GA,30326
William Austin Dodd, CIMA, CRPS, AWMA

Vice President–Wealth Management

Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- FL
- GA
- MA
- MI
- NC
- NY
- PR
- SC
- TN
- TX
- VA
- WV
Austin joined UBS in 2009, and focuses on all aspects of Institutional Consulting including asset allocation, performance reporting, Investment Policy assistance, pension de-risking analysis and implementation, and investment manager search. These activities apply to defined contribution plans, defined benefit plans, foundations, endowments, as well as other pools of assets.

Austin is an active alumnus and received a Bachelor of Science Degree in Business Administration from Elon University. He has been awarded the Chartered Retirement Plans SpecialistSM designation, representing knowledge of plan design, fiduciary liabilities, investment prudence, administration provider evaluation, and plan cost analysis. Additionally, he has been awarded the Accredited Wealth Management AdvisorSM designation. This designation represents knowledge of asset management, allocation and selection; investment performance and strategies; and taxation issues pertaining to investments for a broad range of investors, including small businesses and deferred compensation plans. Austin is a member of the Investment Management Consultants Association (IMCA). He has received the designation of Certified Investment Management Analyst.
- Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Institutional Consultant, UBS Institutional Consulting Program
- Accredited Wealth Management Advisor℠
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
- Chartered SRI Counselor℠
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

william.a.dodd@ubs.com

William Austin Dodd, CIMA, CRPS, AWMA

3560 Lenox Road NE,Atlanta,GA,30326
Natalia Eduardovna Abbott

Senior Client Associate
View bio
- FL
- GA
- MA
- MI
- NC
- NY
- PR
- TN
- VA
- WV
Natalia has over 15 years of experience in the financial services industry. She joined the Dodd Consulting Team as a Senior Registered Client Service Associate in 2016. Prior to UBS Natalia worked at Wachovia Securities and E*TRADE Financial. She is a graduate of the Appalachian State University in North Carolina where she earned her MBA degree.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

natalia.abbott@ubs.com

Natalia Eduardovna Abbott

3560 Lenox Rd NE,Atlanta,GA,30326
Ryan Charles Cox

Senior Wealth Strategy Associate
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NJ
- NM
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
Ryan graduated from the University of Georgia in 2013 with a degree in Finance from the Terry College of Business. He joined UBS in 2017 and holds his Series 7 license. Prior to joining UBS, Ryan worked for an institutional consulting firm primarily focused on defined contribution investing strategy. As a member of the Dodd Consulting Team, Ryan focuses on investment research and reporting.

Outside of work, Ryan is an active UGA alumni, enjoys traveling, and spending time with his wife, family and friends.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

ryan.cox@ubs.com

Ryan Charles Cox

3560 Lenox Rd NE,Atlanta,GA,30326

W. Earle Dodd

Managing Director–Wealth Management

Certified Investment Management Analyst®
View bio Industry recognition
- FL
- GA
- MA
- MI
- NC
- NY
- PR
- SC
- TN
- VA
- WV
Mr. Dodd is a Senior Institutional Consultant with UBS Institutional Consulting (formerly known as the PRIME Asset Consulting Group). He has been with the firm since 1977. Mr. Dodd is currently and has been a member of the Institutional Consulting Advisory Council since its inception. Mr. Dodd is a NASD Arbitrator and has been utilized as an expert witness for Security Litigation cases. Mr. Dodd received a B.A. in 1974 and an M.B.A. in 1977 from Emory University and is a Certified Investment Management Analyst.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Barron's Top 50 Institutional Consultants, 2018, 2019, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Certified Investment Management Analyst®
- Institutional Consultant, UBS Institutional Consulting Program
- Senior Institutional Consultant, UBS Institutional Consulting Program
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

earle.dodd@ubs.com

W. Earle Dodd

3560 Lenox Rd NE,Atlanta,GA,30326
William Austin Dodd, CIMA, CRPS, AWMA

Vice President–Wealth Management

Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- FL
- GA
- MA
- MI
- NC
- NY
- PR
- SC
- TN
- TX
- VA
- WV
Austin joined UBS in 2009, and focuses on all aspects of Institutional Consulting including asset allocation, performance reporting, Investment Policy assistance, pension de-risking analysis and implementation, and investment manager search. These activities apply to defined contribution plans, defined benefit plans, foundations, endowments, as well as other pools of assets.

Austin is an active alumnus and received a Bachelor of Science Degree in Business Administration from Elon University. He has been awarded the Chartered Retirement Plans SpecialistSM designation, representing knowledge of plan design, fiduciary liabilities, investment prudence, administration provider evaluation, and plan cost analysis. Additionally, he has been awarded the Accredited Wealth Management AdvisorSM designation. This designation represents knowledge of asset management, allocation and selection; investment performance and strategies; and taxation issues pertaining to investments for a broad range of investors, including small businesses and deferred compensation plans. Austin is a member of the Investment Management Consultants Association (IMCA). He has received the designation of Certified Investment Management Analyst.
- Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Institutional Consultant, UBS Institutional Consulting Program
- Accredited Wealth Management Advisor℠
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
- Chartered SRI Counselor℠
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

william.a.dodd@ubs.com

William Austin Dodd, CIMA, CRPS, AWMA

3560 Lenox Road NE,Atlanta,GA,30326
Natalia Eduardovna Abbott

Senior Client Associate
View bio
- FL
- GA
- MA
- MI
- NC
- NY
- PR
- TN
- VA
- WV
Natalia has over 15 years of experience in the financial services industry. She joined the Dodd Consulting Team as a Senior Registered Client Service Associate in 2016. Prior to UBS Natalia worked at Wachovia Securities and E*TRADE Financial. She is a graduate of the Appalachian State University in North Carolina where she earned her MBA degree.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

natalia.abbott@ubs.com

Natalia Eduardovna Abbott

3560 Lenox Rd NE,Atlanta,GA,30326
Ryan Charles Cox

Senior Wealth Strategy Associate
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NJ
- NM
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
Ryan graduated from the University of Georgia in 2013 with a degree in Finance from the Terry College of Business. He joined UBS in 2017 and holds his Series 7 license. Prior to joining UBS, Ryan worked for an institutional consulting firm primarily focused on defined contribution investing strategy. As a member of the Dodd Consulting Team, Ryan focuses on investment research and reporting.

Outside of work, Ryan is an active UGA alumni, enjoys traveling, and spending time with his wife, family and friends.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

ryan.cox@ubs.com

Ryan Charles Cox

3560 Lenox Rd NE,Atlanta,GA,30326

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Professional consulting for institutions

Pursuing your goals together

W. Earle Dodd

William Austin Dodd, CIMA, CRPS, AWMA

Natalia Eduardovna Abbott

Ryan Charles Cox