Let's move forward. Together.

Our team, which has over 50 years of investment experience, provides proactive investment advice. Having experienced a variety of market conditions through the 70's, 80's, 90's, and 2000's has allowed us to provide a disciplined process that takes into consideration numerous market cycles and conditions that most of our clients and competitors have never experienced. We pride ourselves in providing creative solutions to complex situations which results in cost effective asset management. To ensure our client focused service model we treat every client as our top priority.

W. Earle Dodd

Managing Director–Wealth Management

Certified Investment Management Analyst®

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.

Registered States:
  • FL
  • GA
  • MA
  • MI
  • NC
  • NY
  • PR
  • SC
  • TN
  • VA
  • WV

Recognized as an industry leader:

  • 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. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • 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

Email Me

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

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.

Registered States:
  • AL
  • FL
  • GA
  • MA
  • MI
  • NC
  • NY
  • PR
  • SC
  • TN
  • TX
  • VA
  • WV

Recognized as an industry leader:

  • 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. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • 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

Email Me

william.a.dodd@ubs.com
William Austin Dodd, CIMA, CRPS, AWMA
3560 Lenox Road NE,Atlanta,GA,30326

Natalia Eduardovna Abbott

Senior Client Associate

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.

Registered States:
  • FL
  • GA
  • MA
  • MI
  • NC
  • NY
  • PR
  • TN
  • VA
  • WV
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Email Me

natalia.abbott@ubs.com
Natalia Eduardovna Abbott
3560 Lenox Rd NE,Atlanta,GA,30326

Ryan Charles Cox

Senior Wealth Strategy Associate

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.

Registered States:
  • 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
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Email Me

ryan.cox@ubs.com
Ryan Charles Cox
3560 Lenox Rd NE,Atlanta,GA,30326