Your business. Your wealth. Your legacy.

Private Wealth Management

LP Team photo at table

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
LP Team Photo Formal

The LeDoyen Price Group

82

Collective years of experience

$1.78 Billion

Assets under management


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.

Private Wealth Advisors

  • Van Jones

    Van G. Price, CIMA®

    Managing Director–Wealth Management

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    • 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. 
    • Forbes Best-in-State Wealth Management Teams, 2023The 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.

    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

        3280 Peachtree Road NE
        21st floor
        Atlanta, GA 30305
      • Jon LeDoyen

        Jon P. LeDoyen, CFP®, CEPA®, CIMA®

        Senior Vice President–Investments

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        • 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.

        • Barron's Top 1,200 Financial Advisors, 2023
          The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Forbes Best-in-State Wealth Management Teams, 2023The 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.

        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

            3280 Peachtree Road NE
            21st floor
            Atlanta, GA 30305
          • Jeremy Mykulak

            Jeremy W. Mykulak, CFA®, CEPA®

            Senior Vice President–Wealth Management

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            • 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.
            • Forbes Best-in-State Wealth Management Teams, 2023The 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.

            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

                3280 Peachtree Road NE
                21st floor
                Atlanta, GA 30305
              • Alex Elmore

                Alex M. Elmore, CFP®, CLU®, CEPA®

                Senior Wealth Strategy Associate

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                • 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.

                  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

                      3280 Peachtree Road NE
                      21st floor
                      Atlanta, GA 30305
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                      Brittney Dick

                      Senior Client Associate

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                      • 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

                      Brittney Dick joined the LeDoyen Price Group in December of 2022 as a Senior Registered Client Associate. She started her career at UBS in Boston, MA, where she is originally from. Her previous experience includes J.P. Morgan and Bernstein Private Wealth Management. In her role, Brittney focuses on all aspects of client interactions with the team. She is extremely detail-oriented while overseeing complicated operational responsibilities and is passionate about delivering the best possible client experience. Brittney works diligently with the team’s clients, CPAs and attorneys to ensure seamless communication and superior service.

                      Brittney lives in Delray Beach, FL with her husband, daughter & two dogs. She enjoys exercising, reading, traveling, being outdoors & spending time with friends, family, and her dogs

                        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

                            525 Okeechobee Blvd.
                            Suite 1500
                            West Palm Beach, FL 33401
                          • Amanda Photo updated

                            Amanda Burns

                            Client Associate

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                              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.

                                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

                                  • CERTIFIED FINANCIAL PLANNER™
                                  3280 Peachtree Road NE
                                  21st floor
                                  Atlanta, GA 30305
                                Man at computer

                                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

                                Business owners are a rare breed

                                Let our resources help you proceed with passion
                                You started your business with passion. We can help you bring that same drive to meeting challenges as you thrive and grow. Take advantage of strategic planning and tailored solutions throughout the lifecycle of your business, including life after ownership.

                                Business owners are a rare breed

                                You’re considering an exit – in 5 years

                                You’re considering an exit – in 5 years

                                You’re 3 years away from exiting

                                You’re 3 years away from exiting

                                You’re selling within the year

                                You’re selling within the year

                                • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
                                • Fine-tune your business model to be most appealing to a buyer
                                • Make sure business documentation and financial statements are in order
                                • Put together a team to prepare the business and optimize value
                                • Strengthen your management team

                                • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
                                • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
                                • Explore gift and estate strategies to help maximize net proceeds from a sale

                                •  Work with us to interview and select the investment banker that works best for you
                                • Finalize your exit plan and focus on getting the best deal for the sale
                                • Coordinate with your investment banker who can help create competitive tension among prospective buyers and meet with potential acquirers, review offers and negotiate the sale
                                • When appropriate, prepare employees and managers for the transition
                                • Think about what’s  next for you and your future, after the sale

                                One relationship. All of Private Wealth Management.

                                building

                                Institutional-level advice

                                UBS building

                                Private Wealth Management

                                greenhouse

                                Strategic philanthropy

                                Building

                                Institutional consulting

                                Three generations of beach

                                Wealth planning

                                Couple in London

                                Life after business

                                UBS Wealth Way

                                Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.


                                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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.

                                UBS Wealth Way

                                Liquidity

                                Liquidity

                                Provide cash flow for short-term expenses - to help maintain your lifestyle

                                Longevity

                                Longevity

                                For longer-term needs - to help improve your lifestyle

                                Legacy

                                Legacy

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

                                Provide cash flow for short-term expenses - to help maintain your lifestyle

                                • Entertainment and travel
                                • Taxes
                                • Purchasing a home

                                For longer-term needs - to help improve your lifestyle

                                • Retirement
                                • Healthcare and long-term care expenses
                                • Purchasing a second home

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

                                • Giving to family
                                • Philanthropy
                                • Wealth transfer over generations

                                You. Connected.

                                As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

                                You. Connected.

                                Family Advisory & Philanthropy Services

                                Family Advisory & Philanthropy Services

                                Portfolio Advisory Group

                                Portfolio Advisory Group

                                Tailored family office services

                                buildings

                                Tailored family office services

                                Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

                                Specialists intensely focused on constructing customized investment portfolios to help address your specific needs. The team’s hallmarks include sophisticated quantitative analysis, research-driven asset allocation and tailored portfolio construction advice.

                                buildings

                                "Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.

                                To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions. "

                                Strategic consulting

                                building

                                Strategic consulting

                                A foundation for success

                                dandelion

                                A foundation for success

                                Solutions that move you forward

                                Solutions that move you forward

                                building

                                Our team has guided successful foundations, endowments and not-for-profit organizations in making critical financial decisions to support their long-term mission.

                                We bring to our clients both our strategic understanding of complex investment and management needs, as well as our problem-solving experience.

                                dandelion

                                Establishing an endowment or foundation is a major undertaking—one that deserves careful planning and expert guidance. We work with you to build a tailored investment strategy that supports your short- and long-term spending needs while remaining aligned with your mission, spending policy, risk tolerance and fiduciary responsibilities. We can help with:

                                • Crafting an investment policy statement
                                • Reviewing the investment process
                                • Providing ongoing monitoring, reporting and communication

                                We tap our vast global resources to create a broad array of solutions—both private and institutional—for your specific needs. You can count on us to fit that into your broader wealth plan.

                                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

                                #1

                                For Ultra-High Net Worth clients

                                Euromoney Private Banking and Wealth Management Survey, 2016-2022

                                Insights