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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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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Georgia French Profile Photo

    Georgia French CFP,CEPA, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • MA
    • MD
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OR
    • SC
    • TN
    • TX
    • VA
    • WA
    • WY

    Georgia specializes in investment planning, asset allocation and estate planning. As part of her commitment to empowering women to better understand and manage their financial well-being, each year she offers a series of investment planning workshops for women.

    In her more than 30 years of financial services experience, Georgia has been a Financial Advisor, Branch Manager, Complex Manager and National Sales Manager. Prior to joining UBS in 2015 as a Senior Vice President—Wealth Management, she spent 14 years with BB&T Scott & Stringfellow.. Georgia holds a Bachelor’s in international business from Simmons College in Boston, MA. She earned the Certified Financial Planner designation from The College of Charleston in 2002.

    Equally dedicated to her family and her community as she is to her clients, Georgia and her husband, Mark, have been happily married for over 30 years and have two children, Gabby and Liam. As Georgia was born in Buenos Aires, Argentina and is fluent in Spanish and French, her love of travel is not surprising. In her spare time she also enjoys swimming, playing tennis, boating and cooking.

    In addition to being very active with the South Carolina Catholic Diocese, She also serves as a mentor to graduate students at the College of Charleston School of Business, where she is an occasional guest speaker on investment strategies as well as an Instructor for the Certified Financial Planning program offered through the College of Charleston.

    Georgia French holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #: 0B57077).

        • CERTIFIED FINANCIAL PLANNER™
        • Certified Exit Planning Advisor
        • Chartered Retirement Planning Counselor℠
        941 Houston Northcutt Blvd
        Suite 100
        Mt. Pleasant, SC 29464
      • Mark Richard French Profile Photo

        Mark French

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • FL
        • GA
        • MA
        • MD
        • NC
        • NJ
        • NY
        • OH
        • OR
        • SC
        • TN
        • TX
        • VA
        • WA
        • WY

        Mark began his financial services career over 30 years ago, on “Black Monday”. Then a junior trader of options and futures with Barclays Bank, based at the London Stock Exchange.

        Since coming to America, Mark has worked with cities and small financial institutions invest their excess liquidity and also worked in various advisory capacities for a hedge fund in California. From 2001 to 2015 Mark worked with his partner and wife Georgia at Scott & Stringfellow in Charleston, SC.  In 2015, Mark joined UBS Financial Services as a Senior Vice President—Wealth Management.

        While Mark married his wife, Georgia, in 1990, it wasn't until 1997 that he became her business partner. Mark's responsibilities on the team include monitoring the markets, researching investment options and addressing clients' questions that arise in between scheduled review meetings. Mark has also been a market commentator on local Charleston radio and television since 1999. 

        Mark is a past Advisory board President of The Charleston Catholic School as well as a past chair of the Finance Committee. In his spare time he enjoys boating, fishing, tennis and spending time with his and Georgia's two children, Gabrielle and Liam.

              941 Houston Northcutt Blvd
              Mount Pleasant, SC 29464
            • Suzanna D Amaral Profile Photo

              Suzanna D'Amaral

              Senior Client Associate

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                Since beginning her career in the securities industry in 1987, Suzanna has held administrative, operations and client service positions at both Dean Witter Reynolds, BB&T Scott & Stringfellow and now UBS. As the French Team's Client Service Associate, she leverages this depth of industry knowledge and her expertise in creating and maintaining exceptional client experiences to deliver attentive and personalized service to every client.

                Suzanna, a Charleston native, enjoys spending time outside of the office with her husband, Paul, their daughters, Jessica and Rachel, her grandson, Lincoln, and the family’s precious dog and grand-dogs, Penny, Pearl, Pepper, & Pippa.

                      941 Houston Northcutt Blvd
                      Mount Pleasant, SC 29464

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                    Selling your business: Proceed with passion

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                    Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

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