Insight-based advice

G2 Wealth Management

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Oculus NYC

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.

  • Lige Gillis Profile Photo

    C. Elijah "Lige" Gillis, CFP

    Senior Vice President–Wealth Management

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    Rank
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Lige and his team foster a dynamic, innovative culture providing privately held business owners and high net worth private-wealth relationships with customized ownership and liquidity strategy, forward-looking family education, and business liability awareness to protect their net worth and preserve their values. They do this by learning about your family and business history, your ideas and expectations now and for the future generations, and they work closely with your other trusted advisors. The outcome is an orchestrated strategy that includes customized family education, ownership and estate techniques, and investment management that allows clients to enjoy their financial independence.  As a senior relationship manager, Lige brings a highly personalized supervision over all aspects that business owners and families need from their advisor. 

    A native Georgian, Lige graduated from The University of Georgia with a B.B.A. in Finance. In addition to various securities licenses, he holds a Certified Financial Planner (CFP) certification, which is a testimony to providing all-encompassing financial advice and strategies to his clients. He is also an education partner with the Family Business Excellence program through the Cox Family Enterprise Center at the Coles College of Business.

    In addition to his professional career, Lige is passionate about serving the community, especially medical and children’s causes. Lige is a member of the Emerging Leaders Board and Circle of Care for Children’s Healthcare of Atlanta, whose efforts have focused on pediatric neuroscience research, advancements in the critical care unit, and childhood obesity. Lige also serves on the Legacy Leadership Council for Children's Healthcare.  He is a member of the Buckhead Christian Ministry (BCM) investment board and an Athens Academy Alumni Board Member.

    Lige and his wife, Dana, have three children and attend Peachtree Presbyterian Church. In 2015 Lige will be enjoying his 12th year coaching baseball and football at the Northside Youth Organization (NYO Sports) where he has received the Positive Coaching Alliance Coach of the Year honor. 

    • Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2022
    • The University of Georgia, B.B.A. Finance
    • CERTIFIED FINANCIAL PLANNER™
    3560 Lenox Rd NE
    28th Floor
    Atlanta, GA 30326
  • Mark Rebillot Profile Photo

    Mark Rebillot, CFA

    Senior Vice President–Wealth Management

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    Rank
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    As a Senior Portfolio Manager at UBS Financial Services, Inc., Mark has extensive experience in guiding clients through some of history's most volatile financial markets. He has also been instrumental in developing the team's discretionary client allocations. Every client portfolio is customized by Mark, and he actively manages the strategies on a daily basis. Clients have peace of mind that their strategy is adaptable, regardless of market conditions. Mark also holds the Chartered Financial Analyst (CFA®) designation.

    Mark was raised in Snellville, Georgia and attended the University of Georgia where he earned his B.B.A. in Finance and Management. Mark is a member of the CFA Institute, the Atlanta Society of Financial Analysts, the Springdale Park elementary GO Team, the Budget and Finance Advisory Committee (BFAC) for Atlanta Public Schools, the Board of Directors for the Delta Beta Alumni Chapter of Theta Chi Fraternity and is the chapter’s Alumni Advisor.  Mark and his wife, Laura, live in the Virginia Highlands with their three children: Kate, Patrick and Grant. In his spare time, Mark enjoys coaching youth baseball, basketball and flag football.

      • University of Georgia, B.B.A. Finance and Management
      • Chartered Financial Analyst®
      • Senior Portfolio Manager
      3560 Lenox Rd NE
      28th Floor
      Atlanta, GA 30326
    • Brittany Nam Profile Photo

      Brittany Ann Nam

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • PA
      • PR
      • RI
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI

      Brittany is a Financial Advisor and Certified Financial Planner™ (CFP®) at UBS.  In coordination with her team, G2 Wealth Management, she provides multi- generational financial planning to business owners and high net worth individuals.  The team’s process involves learning about the client’s family and business history, discovering their expectations for now and in the future, and developing and executing a custom, holistic wealth management plan.  This process empowers the team to comprehensively advise the client on each transition in their life, while allowing the client to retain focus on what’s most important to them.

      Brittany started her career with G2 Wealth Management as a Client Service Associate and quickly progressed to a Wealth Strategy Associate and now as a Financial Advisor.  Brittany’s previous positions affords her with a unique perspective of the business and how to best execute on strategies while maintaining the highest level of customer service.  

      A native of Atlanta, Brittany graduated Summa Cum Laude from the University of Georgia with a B.B.A. degree from the Terry College of Business. She recently relocated to Los Angeles where she works in the Beverly Hills office.  While operating out of LA, she successfully maintains client relationships on both coasts. Her hobbies include traveling, cooking and spending time with her friends and family.

        • University of Georgia Terry College of Business, B.B.A., Summa Cum Laude
        • CERTIFIED FINANCIAL PLANNER™
        3560 Lenox Rd NE
        28th Floor
        Atlanta, GA 30326
      • Jeanette Reeves Profile Photo

        Jeanette Reeves

        Client Associate

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          Jeanette focuses on simplifying clients financial lives and strives to exceed their service needs. Her personalized approach is based on an understanding of every client's wants and needs, and making every interaction pleasant.

          Jeanette received her Master of Arts, English from Rosemont College and Bachelor of Science, Marketing from Philadelphia University.  She resides in Milton with her daughter, Hannah.  

            • Rosemont College, Master of Arts, English
            • Philadelphia University, Bachelor of Science, Marketing
              3560 Lenox Road NE
              28th Floor
              Atlanta, GA 30326

            Family (financial) ties

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Are you ready for anything?

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            Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

            Backed by the strength of UBS

            A global leader in wealth management

            $3.3 trillion

            In invested assets globally 
            As of 12/31/2021

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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