Family. Wealth. For Generations.

• AK
• AL
• AZ
• CA
• CO
• FL
• GA
• ID
• IL
• IN
• LA
• MA
• MD
• MI
• NC
• NY
• OK
• OR
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• WA

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, 2025The 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.

• Georgia Southern University, Finance

• CERTIFIED FINANCIAL PLANNER®

• AL
• AZ
• CA
• CO
• FL
• GA
• IL
• MD
• NC
• NY
• OK
• PA
• SC
• TN
• TX
• 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.