The right moves for your financial future

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Ben Dukes Profile Photo

    Benjamin "Ben" Dukes

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER®

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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, 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 Institute of Technology, MBA, Master of Business Administration
      • Georgia Southern University, Finance
      • CERTIFIED FINANCIAL PLANNER®
      3560 Lenox Rd NE
      28th Floor
      Atlanta, GA 30326
      ben.dukes@ubs.com,chris.moorman@ubs.com
      Benjamin "Ben" Dukes
      3560 Lenox Rd NE,Atlanta,GA,30326
    • Chris Moorman Profile

      Christopher S. Moorman, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IL
      • IN
      • LA
      • MA
      • MD
      • NC
      • NY
      • OK
      • PA
      • SC
      • TN
      • TX
      • VA
      • VT

      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.

            3560 Lenox Road NE
            28th Floor
            Atlanta, GA 30326
            chris.moorman@ubs.com
            Christopher S. Moorman, CFP
            3560 Lenox Road NE,Atlanta,GA,30326
          • Susan Parrish

            Susan H. Parrish

            Wealth Management Associate

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            • 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.

                  3560 Lenox Rd NE
                  28th Floor
                  Atlanta, GA 30326
                  susan.parrish@ubs.com
                  Susan H. Parrish
                  3560 Lenox Rd NE,Atlanta,GA,30326
                • Bridget Vuicich Profile

                  Bridget Vuicich

                  Client Associate

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                    Bridget Vuicich began her career at UBS in January of 2025. Prior to joining UBS, she attended Georgia College & State University, graduating with a BBA in Communication in May of 2023.

                    With a strong focus on collaboration, Bridget works alongside her Financial Advisors and fellow associates to ensure that all client requests are met. She provides comprehensive planning, operational, and administrative support.

                    Outside of work, she enjoys traveling, taking her German Shepherd, Luna, on walks, and spending time with her friends and family.

                          3560 Lenox Rd NE
                          28th Floor
                          Atlanta, GA 30326
                          bridget.vuicich@ubs.com
                          Bridget Vuicich
                          3560 Lenox Rd NE,Atlanta,GA,30326

                        Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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