Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Georgia French

Financial Advisor

Certified Exit Planning Advisor

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 25 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 25 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, Georgia is an Executive Council Member of Ellevate—a professional network focused on the economic engagement of women worldwide. 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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MO
  • NC
  • NJ
  • NY
  • OH
  • OR
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WY


  • Certified Exit Planning Advisor
941 Houston Northcutt Blvd
Suite 100
Mt. Pleasant, SC 29464
  • (843) 856-6630

Email Me


Exceptional financial strength and stability

Goals-based planning

Goals-based planning

Our Philosophy

Our Philosophy

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager


Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

$3.9 trillion

In invested assets globally 
As of 12/31/2022