How will we work together?

Build a plan for the future you envision

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Woman lobby

Kristi Thelen, CFP, CIMA

Senior Vice President–Wealth Management

I joined UBS Institutional Consulting Group in 2000 after obtaining an MBA from Georgia State University.  Here I have served corporate and Public Retirement Plans; Foundations and Endowments; Non-Profit Organizations; and private High Net Worth Families.  I obtained my designation as a CERTIFIED FINANCIAL PLANNERTM in 2004 and my Certified Investment Management Consultant SM (CIMA®) certification in 2014 through the Wharton School of Business.  I am also a current member of the Investment Management Consultant's Association (IMCA), an industry association delivering premier investment consulting and wealth management credentialing for Advisors. 

Making quality financial decisions is not an easy task for investors today. Successful long term investment planning is more challenging and too complex to be an avocation for those who do not have the time to dedicate. Together, we can develop a vision for the future and a plan to see it through. I am excited to be your partner in this plan, navigating the ever changing economic and market landscape.

Registered States:
  • AL
  • CA
  • DC
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI

  • Barron's Top 50 Institutional Consultants, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Women Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Barron's Top 100 Institutional Consultants, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
  • Forbes Best-in-State Wealth Advisors, 2022The 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 Women Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • M.B.A., Georgia State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Senior Institutional Consultant, UBS Institutional Consulting Program
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
  • (404) 760-3050

Email Me

institutional consulting

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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

Insights