Access and opportunity for complex wealth

Private Wealth Management

When you have achieved a certain level of wealth and accomplishment, obtaining the right financial advice becomes an even greater priority. Our team has worked exclusively with affluent families, entrepreneurs, executives and family offices. As one of a select group of Private Wealth Management teams at UBS, our diverse backgrounds, credentials and experience afford us access to global opportunities tailored to ultra-wealthy clients with unique and complex needs. Whether you are restructuring your overall portfolio, exiting your business or transitioning to a family office, we are well positioned to identify an appropriate solution, simplify the complexity of your financial world and ultimately help you enhance and preserve your success, today and for many years to come.

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Tim Dod

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Tim is a Financial Advisor and Managing Director with UBS Private Wealth Management. He joined UBS in 2015 from Credit Suisse where he was a Director in the Private Banking Division from 2002-2015. Prior to Credit Suisse, Tim was previously at Morgan Stanley where he was an Advisor and Executive Director from1993-2002. Tim spent six years in New York and was a founding member of the Morgan Stanley Private Wealth Management office in Atlanta. Prior to Morgan Stanley, Tim worked in the Municipal Bond Department at Franklin Funds. Tim graduated from the University of Baltimore with a BS in Finance and received his MBA from the Owen School of Business at Vanderbilt University.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

tim.dod@ubs.com

Tim Dod

3560 Lenox Rd NE,Atlanta,GA,30326
Brent Lane

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Brent is a Financial Advisor and Senior Vice President with UBS Private Wealth Management. He joined UBS in 2015 from Credit Suisse where he was a Vice President in the Private Banking Division from 2009- 2015. Prior to joining Credit Suisse, Brent was a Vice President at Goldman Sachs Private Wealth Management and a consultant with Accenture in the Financial Services Practice. Brent graduated from Miami University of Ohio with a BS in Accounting and received his MBA from the Goizueta Business School at Emory University.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

brent.lane@ubs.com

Brent Lane

3560 Lenox Rd NE,Atlanta,GA,30326
Bradley Roberts

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Brad is a Financial Advisor and Senior Vice President with UBS Private Wealth Management. He joined UBS in 2015 from Credit Suisse where he was a Director in the Private Banking Division from 2006- 2015. Prior to joining Credit Suisse, Brad was a Vice President at Wachovia in the Capital Management Group and an Analyst with Goldman Sachs Private Wealth Management. Brad graduated from Hampden-Sydney College with a BA in Economics and received his MBA from the Terry College of Business at the University of Georgia.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

brad.roberts@ubs.com

Bradley Roberts

3560 Lenox Rd NE,Atlanta,GA,30326
Justin Pugh, CEPA®

Account Vice President

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
Justin is a Financial Advisor with UBS Private Wealth Management. He joined UBS in 2015 from Credit Suisse where he was an Analyst. Justin joined Credit Suisse in 2014 after completing internships at Boxwood Capital Partners and Tobin & Co. Investment Banking Group. Justin graduated from Hampden-Sydney College with a BA in Economics and Commerce and received his MBA from the Goizueta Business School at Emory University.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

justin.pugh@ubs.com

Justin Pugh, CEPA®

3560 Lenox Rd NE,Atlanta,GA,30326
Lizzy Hale

Authorized Officer

Senior Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
Lizzy is a Senior Wealth Strategy Associate with UBS Private Wealth Management. She joined UBS in 2015 from Credit Suisse where she was an Assistant Vice President. Lizzy joined Credit Suisse in 2005 from Morgan Stanley Private Wealth Management where she was a Relationship Associate from 2001-2005. Lizzy graduated from the Cox School of Business at Southern Methodist University with a BBA in General Business.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

elizabeth.hale@ubs.com

Lizzy Hale

3560 Lenox Rd NE,Atlanta,GA,30326
Sarah Flaman

Authorized Officer

Senior Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
Sarah is a Senior Wealth Strategy Associate with UBS Private Wealth Management. She joined UBS in 2015 from Credit Suisse where she was an Assistant Vice President. Sarah joined Credit Suisse in New York in 2004 as a Relationship Associate in Private Banking. She moved to Deutsche Bank with her team in 2006 and returned to Credit Suisse upon relocating to Atlanta in 2009. Sarah graduated from Florida State University with a BS in Psychology.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

sarah.flaman@ubs.com

Sarah Flaman

3560 Lenox Rd NE,Atlanta,GA,30326

Molly McCormick

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Molly is a Senior Wealth Strategy Associate with UBS Private Wealth Management. She joined UBS in 2019 from Fidelity Investments where she was a Customer Relationship Advocate. Molly joined Fidelity in 2018 after completing an internship with the firm while she was an undergraduate student at Vanderbilt University. Molly graduated from Vanderbilt with a BA in Political Science and a minor in Corporate Strategy.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

molly.mccormick@ubs.com

Molly McCormick

3560 Lenox Rd NE,Atlanta,GA,30326
Caitlin Walsh

Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
- WY
Caitlin is a Registered Client Service Associate with UBS Private Wealth Management. She joined UBS in 2022 from E*TRADE Financial where she was a Financial Services Representative. Caitlin joined E*TRADE in 2021 after relocating back to Atlanta. Caitlin graduated from Kennesaw State University with a BS in Psychology and a minor in Marketing.
370 17th Street
Suite 4100
Denver, CO 80202

caitlin.walsh@ubs.com

Caitlin Walsh

370 17th Street,Denver,CO,80202

Tim Dod

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Tim is a Financial Advisor and Managing Director with UBS Private Wealth Management. He joined UBS in 2015 from Credit Suisse where he was a Director in the Private Banking Division from 2002-2015. Prior to Credit Suisse, Tim was previously at Morgan Stanley where he was an Advisor and Executive Director from1993-2002. Tim spent six years in New York and was a founding member of the Morgan Stanley Private Wealth Management office in Atlanta. Prior to Morgan Stanley, Tim worked in the Municipal Bond Department at Franklin Funds. Tim graduated from the University of Baltimore with a BS in Finance and received his MBA from the Owen School of Business at Vanderbilt University.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

tim.dod@ubs.com

Tim Dod

3560 Lenox Rd NE,Atlanta,GA,30326
Brent Lane

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Brent is a Financial Advisor and Senior Vice President with UBS Private Wealth Management. He joined UBS in 2015 from Credit Suisse where he was a Vice President in the Private Banking Division from 2009- 2015. Prior to joining Credit Suisse, Brent was a Vice President at Goldman Sachs Private Wealth Management and a consultant with Accenture in the Financial Services Practice. Brent graduated from Miami University of Ohio with a BS in Accounting and received his MBA from the Goizueta Business School at Emory University.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

brent.lane@ubs.com

Brent Lane

3560 Lenox Rd NE,Atlanta,GA,30326
Bradley Roberts

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Brad is a Financial Advisor and Senior Vice President with UBS Private Wealth Management. He joined UBS in 2015 from Credit Suisse where he was a Director in the Private Banking Division from 2006- 2015. Prior to joining Credit Suisse, Brad was a Vice President at Wachovia in the Capital Management Group and an Analyst with Goldman Sachs Private Wealth Management. Brad graduated from Hampden-Sydney College with a BA in Economics and received his MBA from the Terry College of Business at the University of Georgia.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

brad.roberts@ubs.com

Bradley Roberts

3560 Lenox Rd NE,Atlanta,GA,30326
Justin Pugh, CEPA®

Account Vice President

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
Justin is a Financial Advisor with UBS Private Wealth Management. He joined UBS in 2015 from Credit Suisse where he was an Analyst. Justin joined Credit Suisse in 2014 after completing internships at Boxwood Capital Partners and Tobin & Co. Investment Banking Group. Justin graduated from Hampden-Sydney College with a BA in Economics and Commerce and received his MBA from the Goizueta Business School at Emory University.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

justin.pugh@ubs.com

Justin Pugh, CEPA®

3560 Lenox Rd NE,Atlanta,GA,30326
Lizzy Hale

Authorized Officer

Senior Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
Lizzy is a Senior Wealth Strategy Associate with UBS Private Wealth Management. She joined UBS in 2015 from Credit Suisse where she was an Assistant Vice President. Lizzy joined Credit Suisse in 2005 from Morgan Stanley Private Wealth Management where she was a Relationship Associate from 2001-2005. Lizzy graduated from the Cox School of Business at Southern Methodist University with a BBA in General Business.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

elizabeth.hale@ubs.com

Lizzy Hale

3560 Lenox Rd NE,Atlanta,GA,30326
Sarah Flaman

Authorized Officer

Senior Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
Sarah is a Senior Wealth Strategy Associate with UBS Private Wealth Management. She joined UBS in 2015 from Credit Suisse where she was an Assistant Vice President. Sarah joined Credit Suisse in New York in 2004 as a Relationship Associate in Private Banking. She moved to Deutsche Bank with her team in 2006 and returned to Credit Suisse upon relocating to Atlanta in 2009. Sarah graduated from Florida State University with a BS in Psychology.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

sarah.flaman@ubs.com

Sarah Flaman

3560 Lenox Rd NE,Atlanta,GA,30326
Molly McCormick

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Molly is a Senior Wealth Strategy Associate with UBS Private Wealth Management. She joined UBS in 2019 from Fidelity Investments where she was a Customer Relationship Advocate. Molly joined Fidelity in 2018 after completing an internship with the firm while she was an undergraduate student at Vanderbilt University. Molly graduated from Vanderbilt with a BA in Political Science and a minor in Corporate Strategy.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

molly.mccormick@ubs.com

Molly McCormick

3560 Lenox Rd NE,Atlanta,GA,30326
Caitlin Walsh

Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
- WY
Caitlin is a Registered Client Service Associate with UBS Private Wealth Management. She joined UBS in 2022 from E*TRADE Financial where she was a Financial Services Representative. Caitlin joined E*TRADE in 2021 after relocating back to Atlanta. Caitlin graduated from Kennesaw State University with a BS in Psychology and a minor in Marketing.
370 17th Street
Suite 4100
Denver, CO 80202

caitlin.walsh@ubs.com

Caitlin Walsh

370 17th Street,Denver,CO,80202

Business owners and entrepreneurs

Corporate executives

Global access to solutions

Global access to solutions
Within the exclusive UBS Private Wealth Management division, our team has access to the global depth and breadth of UBS investment platforms. Collaborating with Private Wealth professionals in planning, research, portfolio management and the UBS Investment Bank, we deliver advanced strategies and firm-wide thought leadership on your behalf.

Portfolio Advisory Group

The UBS Investment Bank

Advanced Planning

Global research and thought leadership

Family and Philanthropy Advisory services

Family Office Solutions Group (FOSG)

- Bespoke solutions to address business, investment, personal passions and legacy needs
- Priority access to UBS’s team of senior staff and networking with global peers
- Tailored strategies for seeking growth, capital preservation and generational wealth transitions

UBS Global Family Office

Family offices

Foundations

Philanthropy with purpose

Our team understands that significant wealth and accomplishment are shaped by more than financial aspirations. They speak to your values, your sense of purpose and the passions that drive you. That’s why our team strives to understand what matters most to you. With those insights, we take a strategic advisory approach to help ensure that your philanthropy reflects your vision, values and commitment to making a difference.

Identify your approach
Do you seek direct involvement with your beneficiaries? Or do you prefer to remain behind the scenes? Whatever your aspirations, needs and expectations, we’ll tailor a solution to meet them. Our recommendations may include:

- Donor-advised funds

- Private foundations

- Charitable trusts

- Gifting

Sustainable investing focuses on more than potential profits
More and more, investors are taking a sustainable investment approach to their portfolios that incorporates social, environmental and governance factors into their investment decisions. Through impact investing, one type of sustainable approach, we are helping many of our clients use their wealth to contribute toward a more sustainable future—alongside financial returns.

The UBS Optimus Foundation
Some of our clients view their wealth as a powerful catalyst for positive change. To that end, our team is proud to introduce the UBS Optimus Foundation, a uniquely structured global network of charitable foundations. The UBS Optimus Foundation focuses on programs in the areas of child health, education and protection. Through the Foundation, we can work with you to transform positive ideas into great programs for the benefit of vulnerable children around the world.

Case studies

A multifaceted business sale

When you’ve achieved a certain level of wealth and accomplishment, obtaining the right financial advice becomes an even greater priority. Our team has worked exclusively with affluent families, executives, entrepreneurs and family offices.

Read our story

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Access and opportunity for complex wealth

Tim Dod

Brent Lane

Bradley Roberts

Justin Pugh, CEPA®

Lizzy Hale

Sarah Flaman

Molly McCormick

Caitlin Walsh