Financial planning and beyond

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.