Experience

Daryl Holmes is a Senior Vice President, Wealth Management, Financial Advisor. Daryl joined UBS October 2025 and brings decades of invaluable experience to the firm.
 
Daryl is passionate about working with clients in pursuit of their personal and family wealth management goals. Drawing upon his military service and management experience, which together inform his process-oriented approach to wealth management, Daryl serves corporate executive clients and families across generations.  From 1985 through 1991, Daryl served in both the active and reserve components of the U.S. Navy and U.S.M.C, and went to Officer Candidate School in Quantico, VA.  In 1991, he graduated from The Pennsylvania State University with a degree in Human Development and Family Studies. In 1989 Daryl began working for United Parcel Service and went on to hold several management positions before joining UBS in 2025.

Outside of the office, Daryl has also coached youth football and basketball for over 20 years, and he and his wife, Sophia, have 5 children.

Maxwell Goldstein is a Wealth Strategy Associate dedicated to helping individuals and families make informed financial decisions and achieve long-term financial success. He works with clients on financial planning, investment strategy, and relationship management to deliver personalized solutions aligned with their goals.

Maxwell earned his Master’s degree in Economics from the Georgia Institute of Technology and began his career in wealth management at Morgan Stanley, where he gained experience in financial planning, portfolio management, and client engagement.

Before entering wealth management, Maxwell spent eight years coaching and scouting basketball with the University of Arizona, Georgia Tech, and Overtime Elite, experiences that shaped his commitment to mentorship, discipline, and relationship-building. The lessons he learned working with athletes, families, and teams continue to influence his client-first approach and ability to build trusted relationships.

A lifelong Atlantan, Maxwell maintains strong ties to the local community. He is passionate about building lasting connections and helping clients make confident decisions for their financial future.

Dietrah Britton is a Wealth Strategy Associate who joined UBS in October 2025. Entering the industry as an Administrative Associate, she has developed extensive knowledge to be able to support the needs of our clients. In her current role, Dietrah is responsible for numerous client-servicing and advisor-supporting processes.

Dietrah graduated from Andrews University with a B.S. in Business Administration and a M.S. in Speech-Language Pathology from Alabama A&M University. Originally from Connecticut, Dietrah currently resides in Atlanta, GA. She enjoys travelling and cooking and has recently started taking piano lessons. Dietrah and her husband, Lawrence, are the proud parents of two children (daughter, Ryan and son, Connor).