Global access. Strategic solutions.

Private Wealth Management

Suspension bridge

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Jon LeDoyen, CFP, CIMA

Senior Vice President–Investments

Jon started his career at UBS in 1992. Since then, he has advised clients in the areas of asset management and wealth planning at UBS. Jon is an honorary board member of the Trinity Community Ministries, supporting a transitional home for homeless men, and a supporter of Leaders Legacy, helping others achieve their life goals. A UGA graduate, Jon lives (and golfs) in Dunwoody with his wife, Julia, and two young sons.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • PR
  • SC
  • TN
  • TX
  • VA
  • VI
  • WA

Education

  • B.B.A. Finance and Banking, University of Georgia

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Institutional Consultant, UBS Institutional Consulting Program
  • Senior Portfolio Manager
  • Private Wealth Advisor
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
  • (404) 479-6081

Email Me

Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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