
Van G. Price, CIMA®
Managing Director–Wealth Management
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.
- 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 G. Price, CIMA®
Recognized as an industry leader:
- Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021The 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
