Your business. Your wealth. Your legacy.

Private Wealth Management

At The LeDoyen Price Group, we leverage our diverse financial planning experience and strategic marketing insights to help private business owners and entrepreneurs thrive at every stage in their business lifecycle. Our Private Wealth Management team has the business transition expertise and comprehensive wealth management capabilities to help you build and preserve wealth for each generation of your family.

Listening and identifying your key challenges and opportunities is our priority as we develop your master plan. To this end, we focus on three areas:

Assessing and maximizing the value of your business well in advance of a transaction
Preparing you personally and financially for an eventual business exit
Prompting you to think about your next act and your passions for life after business

Start the planning conversation

Business advisory

Are you actively maximizing the market value of your business?

Knowing who to work with can make all the difference. The LeDoyen Price Group has two Certified Exit Planning Advisors (CEPA) on our team who can help mitigate the risks that come with selling a business. Our process focuses on value acceleration. We help business owners take the guesswork out of selling their business, empowering control over how and when they exit.

We will work with you to help:

Build a plan to grow or exit your business
Determine the right way to time the exit from your business
Manage the transaction and transition

Selling your business

Private Wealth Management

How can you access the full resources of UBS?

Families with significant wealth demand a flexible, customizable investment platform and an array of exclusive services. Our experience with family offices help us create continuity between family generations and delivers a structure that is focused on preserving wealth and seeking opportunities.

Advanced planning. Planning analysts regularly evaluate how changes in the legislative and tax landscape might affect your wealth.

Portfolio Advisory Group. Exclusively dedicated to sophisticated portfolio structuring.

Credit and liquidity solutions. Access through our extensive UBS Banking resources to innovative credit solutions.

Family Advisory. This group offers solutions that extend beyond your portfolio, including.

UBS Global Family Office. A highly specialized team dedicated to seamless integration for family offices.

Wealth planning

How do you prepare personally and financially for a successful business exit?

Not only do we focus on the readiness of the business, but we emphasize personal readiness when going through a business transition. What net proceeds figure do you need to sustain the rest of your life? Working together, as you transition in life or seek out new opportunities, we will help make key financial decisions much simpler.

Pre-liquidity planning. Beginning as early as possible, our process starts with critical pre-liquidity planning all the way through execution and closing. Prior to the transaction, we help you develop a personalized strategy to maximize the value of this event so you can confidently pursue your life goals post-sale.

Estate planning strategies. We will look at how the sale aligns with your personal estate planning goals and help to find opportunities to lower future estate tax burdens.

Tax planning strategies. Working with your CPA or tax professional to identify the right strategy can make a significant difference in the proceeds you take home from the sale.

Philanthropy. We‘ll help you see how the sale might enable you to have a greater impact on the philanthropic causes that are meaningful to you and your family. Considering the right charitable vehicle, we will help you assess if a donor-advised fund or charitable remainder trust to generate an income tax deduction is right for you and your goals.

Post-liquidity wealth management. The right post-sale wealth management strategy can help you make a successful transition to the next phase of your wealth management journey. To help inform our recommendations about deal structure, valuation opportunities and tax considerations, we’ll coordinate with our network of both third-party and UBS experts in:

Trusts and estate planning strategies

Cash flow modeling

Private equity and debt financing

Family governance and education

Multigenerational planning

Life after business

What passions do you want to pursue in your next act in life?

What are your passions now? If it‘s running your business, we can help put the right team in place to ease your involvement and increase the value to a third party. Are you eager for a new challenge beyond your business? The right post-sale wealth management strategy will help you make a successful transition to the next phase in your life journey.

Understanding your priorities. We offer solutions that extend beyond your portfolio, including advice on family decision-making, business and generational transitions, wealth transfer and family governance.

Family office services. We provide a dedicated organization to help bridge the generational gaps across a family. In addition, we can work with the UBS Global Family Office group to seamlessly integrate comprehensive wealth management with institutional-level business solutions for family offices.

Family governance. Through the UBS Family Advisory group, we offer extensive services on family decision-making, business and generational transitions, wealth transfer and family office governance.

Helping to preserve multigenerational wealth. When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation. In that way, you care for future generations and charitable organizations with the least possible tax impact and expense.

Industry leadership from a highly experienced team

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Van G. Price, CIMA®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MO
- NC
- NJ
- NV
- NY
- PA
- PR
- SC
- TN
- TX
- VA
- VI
- WA
Van and Jon work together as a team with the goal of serving the needs of a limited number of investors and entrepreneurs who possess substantial wealth. Van specializes in the personalized construction and ongoing management of client portfolios. He also helps clients coordinate their financial and legacy strategies with the clients other trusted advisors.

Van is a Certified Investment Management Analyst ("CIMA") and has spent his entire 35 year career serving ultra-high net worth clients, their families, and corporate and philanthropic entities. He was the Co-Chair of the UBS FA Advisory Council to the firms Executive Committee. Van graduated from the University of Georgia in 1979 with BBA in Finance.

In Van's free time, he enjoys the outdoors and spending time with his family on Lake Blue Ridge.
- Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- 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.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Jon P. LeDoyen, CFP®, CEPA®, CIMA®

Senior Vice President–Investments

Financial Advisor
View bio
- 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
Like Van, Jon focuses his time on understanding client financial needs and personalizing investment portfolios to consistently meet those requirements, all while navigating the challenging capital markets. He too works with in-house specialists and the clients advisors to continually enhance his clients legacy planning. Jon and Van spend the majority of their days performing research on multiple, global asset classes looking for opportunities for their client portfolios, and weeding out potential risks.

Jon and Van are Sr. Portfolio Managers within the UBS financial advisor discretionary portfolio management program, better known as "PMP". This is given to a select number of advisors who are tenured, exceed a high asset under management level and approved by senior management. Jon is a Certified Financial Planner® , Certified Exit Planning Advisor CEPA^®, as well "CIMA". He graduated from the University of Georgia in 1991 with a BBA in Banking & Finance.

When not meeting with clients or doing research, Jon enjoys exercising, coaching youth football and baseball, and playing golf. He is a Board Director for the Atlanta Colts Youth Association, which provides an opportunity for boys and girls age 5 – 13 to play football and cheer. Jon and his wife, Julia, have two boys, Davis and Porter.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Jeremy W. Mykulak, CFA®, CEPA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
Jeremy joined Van and Jon in 2013. He divides his time between helping the team cultivate new relationships, asset allocation and investment research, and assisting in the day-to-day management of the team's actively managed discretionary portfolios. Jeremy graduated with a Bachelor of Science in Business Administration from Washington and Lee University and is a member of the Omicron Delta Kappa national honor society. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute as well as the Atlanta Society of Financial Analysts. In addition, Jeremy has obtained his FINRA Series 7 and 66 security licenses. Prior to joining UBS Private Wealth Management, Jeremy began his career with Merrill Lynch.

Outside of the office, Jeremy enjoys traveling, ALTA tennis, skiing and sports trivia. He is also actively involved with the Shepherd Center Junior Committee, the Association for Corporate Growth (ACG) Atlanta Chapter, and Washington and Lee's Alumni Admissions Program. Jeremy resides in Buckhead with his wife, Melissa.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Alex M. Elmore, CFP®, CLU®, CEPA®

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- MI
- MO
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VI
- WA
Alex joined the LeDoyen Price Group in 2014. Building off past internship experiences at Merrill Lynch, he oversees wealth management planning for the team. Alex has been active in the community spending years volunteering as a basketball coach at All Saints Catholic Church teaching young men core values both on and off the court. He has also been a leader in the Athletes Bettering the Community program, assisting the elderly and giving his time to kids of The Boys and Girls Club. Alex graduated from Berry College with a B.S. in Economics where he was also part of Economics society Omicron Delta Epsilon for two years. Alex holds the CERTIFIED FINANCIAL PLANNERTM and Chartered Life Underwriter® designations. As a four year varsity member of the golf team, Alex was named team captain in the 2013-2014 season and helped lead the team to an appearance at the Division III National Championship.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Brittney Dick

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- VA
- WA
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
Amanda Burns

Client Associate
View bio
Amanda Burns re-joined the LeDoyen Price Group in January 2023 as a Client Associate. She began her career in the industry at UBS, Newport Beach, CA in 2002 and after moving to Atlanta, joined the LeDoyen Price Group in 2006. Amanda knows that the key to developing long-lasting client relationships is superb client service that combines listening, providing services and advice beyond investing. Amanda holds the Certified Financial Planner designation.

Amanda recently moved to Greenville, NC with her husband and two daughters. She enjoys running, spending time at the beach, reading, attending concerts, sporting events, and traveling.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

Van G. Price, CIMA®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MO
- NC
- NJ
- NV
- NY
- PA
- PR
- SC
- TN
- TX
- VA
- VI
- WA
Van and Jon work together as a team with the goal of serving the needs of a limited number of investors and entrepreneurs who possess substantial wealth. Van specializes in the personalized construction and ongoing management of client portfolios. He also helps clients coordinate their financial and legacy strategies with the clients other trusted advisors.

Van is a Certified Investment Management Analyst ("CIMA") and has spent his entire 35 year career serving ultra-high net worth clients, their families, and corporate and philanthropic entities. He was the Co-Chair of the UBS FA Advisory Council to the firms Executive Committee. Van graduated from the University of Georgia in 1979 with BBA in Finance.

In Van's free time, he enjoys the outdoors and spending time with his family on Lake Blue Ridge.
- Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- 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.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Jon P. LeDoyen, CFP®, CEPA®, CIMA®

Senior Vice President–Investments

Financial Advisor
View bio
- 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
Like Van, Jon focuses his time on understanding client financial needs and personalizing investment portfolios to consistently meet those requirements, all while navigating the challenging capital markets. He too works with in-house specialists and the clients advisors to continually enhance his clients legacy planning. Jon and Van spend the majority of their days performing research on multiple, global asset classes looking for opportunities for their client portfolios, and weeding out potential risks.

Jon and Van are Sr. Portfolio Managers within the UBS financial advisor discretionary portfolio management program, better known as "PMP". This is given to a select number of advisors who are tenured, exceed a high asset under management level and approved by senior management. Jon is a Certified Financial Planner® , Certified Exit Planning Advisor CEPA^®, as well "CIMA". He graduated from the University of Georgia in 1991 with a BBA in Banking & Finance.

When not meeting with clients or doing research, Jon enjoys exercising, coaching youth football and baseball, and playing golf. He is a Board Director for the Atlanta Colts Youth Association, which provides an opportunity for boys and girls age 5 – 13 to play football and cheer. Jon and his wife, Julia, have two boys, Davis and Porter.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Jeremy W. Mykulak, CFA®, CEPA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
Jeremy joined Van and Jon in 2013. He divides his time between helping the team cultivate new relationships, asset allocation and investment research, and assisting in the day-to-day management of the team's actively managed discretionary portfolios. Jeremy graduated with a Bachelor of Science in Business Administration from Washington and Lee University and is a member of the Omicron Delta Kappa national honor society. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute as well as the Atlanta Society of Financial Analysts. In addition, Jeremy has obtained his FINRA Series 7 and 66 security licenses. Prior to joining UBS Private Wealth Management, Jeremy began his career with Merrill Lynch.

Outside of the office, Jeremy enjoys traveling, ALTA tennis, skiing and sports trivia. He is also actively involved with the Shepherd Center Junior Committee, the Association for Corporate Growth (ACG) Atlanta Chapter, and Washington and Lee's Alumni Admissions Program. Jeremy resides in Buckhead with his wife, Melissa.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Alex M. Elmore, CFP®, CLU®, CEPA®

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- MI
- MO
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VI
- WA
Alex joined the LeDoyen Price Group in 2014. Building off past internship experiences at Merrill Lynch, he oversees wealth management planning for the team. Alex has been active in the community spending years volunteering as a basketball coach at All Saints Catholic Church teaching young men core values both on and off the court. He has also been a leader in the Athletes Bettering the Community program, assisting the elderly and giving his time to kids of The Boys and Girls Club. Alex graduated from Berry College with a B.S. in Economics where he was also part of Economics society Omicron Delta Epsilon for two years. Alex holds the CERTIFIED FINANCIAL PLANNERTM and Chartered Life Underwriter® designations. As a four year varsity member of the golf team, Alex was named team captain in the 2013-2014 season and helped lead the team to an appearance at the Division III National Championship.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Brittney Dick

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- VA
- WA
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
Amanda Burns

Client Associate
View bio
Amanda Burns re-joined the LeDoyen Price Group in January 2023 as a Client Associate. She began her career in the industry at UBS, Newport Beach, CA in 2002 and after moving to Atlanta, joined the LeDoyen Price Group in 2006. Amanda knows that the key to developing long-lasting client relationships is superb client service that combines listening, providing services and advice beyond investing. Amanda holds the Certified Financial Planner designation.

Amanda recently moved to Greenville, NC with her husband and two daughters. She enjoys running, spending time at the beach, reading, attending concerts, sporting events, and traveling.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

^$2.8 trillion

In invested assets globally
As of 06/30/2022

15.0%

CET1 capital ratio
UBS is one of the world’s best-capitalized banks

UBS Financial Reporting as of 12/31/2021

Your business. Your wealth. Your legacy.

Private Wealth Management

Business advisory

Private Wealth Management

Wealth planning

Life after business

Industry leadership from a highly experienced team

Van G. Price, CIMA®

Jon P. LeDoyen, CFP®, CEPA®, CIMA®

Jeremy W. Mykulak, CFA®, CEPA®

Alex M. Elmore, CFP®, CLU®, CEPA®

Brittney Dick

Amanda Burns

Van G. Price, CIMA®

Jon P. LeDoyen, CFP®, CEPA®, CIMA®

Jeremy W. Mykulak, CFA®, CEPA®

Alex M. Elmore, CFP®, CLU®, CEPA®

Brittney Dick

Amanda Burns

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Education

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Backed by the strength of UBS

A global leader in wealth management

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