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
  • MA
  • MD
  • MO
  • NC
  • NJ
  • NY
  • OH
  • OR
  • SC
  • TN
  • TX
  • VA
  • WA
  • WY
941 Houston Northcutt Blvd
Suite 100
Mt. Pleasant, SC 29464
  • (843) 856-6630

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Multigenerational planning

Multigenerational planning

Goals-based planning

Goals-based planning

Are you ready for anything?

A Liquidity strategy can help.

In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

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

Global leader

UBS is a world-leading wealth manager

Best

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

$3.3 trillion

In invested assets globally 
As of 12/31/2021

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