Experience

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.

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.

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. 

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.

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.

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.

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. 

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.