The right moves for your financial future

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Benjamin (“Ben”) Dukes is a Senior Portfolio Manager and Senior Vice President at UBS. He began his career in the Financial Services Industry in 2008. Prior to joining UBS in 2012, he served as a Financial Advisor for Morgan Stanley. 

Ben is a Certified Financial Planner™ (CFP®). He currently works in investment strategies and comprehensive financial planning for high net worth and multi-generational families encompassing investments, retirement, estate planning, risk management, and wealth transfer.

Ben received his MBA from Georgia Tech, with a concentration in Finance and Financial Technology and his B.B.A. in Finance from Georgia Southern University. Ben and his wife, Zoe, are proud parents to their 3 young children.

Registered States:

AK, AL, AZ, CA, CO, FL, GA, ID, IL, IN, LA, MA, MD, MI, NC, NY, OK, OR, PA, SC, TN, TX, VA, WA

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• UBS Wealth Management Director’s Council, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Georgia Institute of Technology, MBA, Master of Business Administration
• Georgia Southern University, Finance

• CERTIFIED FINANCIAL PLANNER

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Chris has been an advisor for 33 years with focus on helping individuals plan for retirement.  He earned the CFP designation in 1999.  His philosophy towards investments is rooted in proper asset allocation based on each client’s unique objectives and tolerance for risk.

Chris has lived in Atlanta since 1986 and is a graduate of the University of North Carolina at Chapel Hill.  He and his wife are proud parents of two grown children and multiple dogs and cats.  When he is not working, he enjoys cycling and running.

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• AZ
• CA
• CO
• FL
• GA
• IL
• MD
• NC
• NY
• OK
• PA
• SC
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• VA
• VT
• WA

Susan graduated from the University of North Carolina in Chapel Hill with a degree in journalism. After graduation, Susan worked in advertising for a number of years, until 1991, when she took a job in the Advisory Services department of Interstate/Johnson Lane in Charlotte, NC.  In 1996, Susan made a move to Atlanta and worked as a sales assistant through conversions to Wachovia Securities and ultimately Wells Fargo Advisors.  She was with the firm for almost 25 years before moving to UBS in June of 2015.  Susan is registered and holds the Series 7 and Series 66 licenses. 

Susan and her husband, Doug, live in Lawrenceville, where they are actively involved with the community. Together they have three grown children.