How can you pursue what matters most?

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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

David Feroleto

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- WA
David provides personalized asset and liability management for individuals and assists organizations with the establishment, implementation and oversight of their retirement plans. He employs a full wealth management planning structure in order to address clients’ financial goals. David attributes his success to his background in education. He currently manages approximately $300 million in assets for his clients.

David is very involved in the community and is active with coaching sports at the youth level. David and his wife live in Atlanta with their two sons. In his spare time, he enjoys spending time with his family, traveling, fishing and golf.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- CERTIFIED FINANCIAL PLANNER®
- Wealth Advisor
- Retirement Plan Consultant
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

david.feroleto@ubs.com

David Feroleto

3560 Lenox Rd NE,Atlanta,GA,30326
Sarah Hoskins Boone, CFP

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
Sarah is a CERTIFIED FINANCIAL PLANNER™ ™ practitioner. This designation is a two year process which assists her in working with clients on multi-generational financial planning with a focus on family owned businesses. Her practice includes analysis of retirement income planning, education funding, charitable giving and estate planning. Sarah’s previous career in business development affords her a unique perspective in counseling clients and integrating the team’s discretionary custom client allocations into holistic financial plans.

Sarah is the current Chair of the Coles College Advisory Board and Chair of the Executive Committee for the Coles College of Business Advisory Board at Kennesaw State University. She served as the only non-faculty member to establish the Coles Scholars Program. This program recognizes the best and brightest of its students providing custom developed courses within a cohort program. Sarah is closely aligned with the Cox Family Enterprise Center, a leader in the Southeast regarding family business transitions. Under her guidance, UBS Financial Services Inc, has partnered with the Cox Family Business Center providing clients with the exceptional resources available through this center.

In December 2014, Sarah Boone was named an honorary member of Beta Gamma Sigma from Coles College of Business at Kennesaw State University. Beta Gamma Sigma is an international honor society which provides the highest recognition a business student can receive from undergraduate or graduate work.

An advocate for women and entrepreneurs, she is a founding member of the UBS Atlanta strategy board for "All Bar None," a program within UBS which promotes women in finance. Sarah additionally serves as a member of the Children's Healthcare of Atlanta (CHOA) Legacy Advisors Board. Nominated by her peers this select group of leaders in finance, legal and accounting work to increase funding for pediatric health and CHOA projects.
- Chartered Retirement Planning Counselor
- Portfolio Manager
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

sarah.boone@ubs.com

Sarah Hoskins Boone, CFP

3560 Lenox Rd NE,Atlanta,GA,30326
Jany Brown, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
3455 Peachtree Road NE
Suite 1700
Atlanta, GA 30326

jany.brown@ubs.com

Jany Brown, CFP®

3455 Peachtree Road NE,Atlanta,GA,30326

David Feroleto

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- WA
David provides personalized asset and liability management for individuals and assists organizations with the establishment, implementation and oversight of their retirement plans. He employs a full wealth management planning structure in order to address clients’ financial goals. David attributes his success to his background in education. He currently manages approximately $300 million in assets for his clients.

David is very involved in the community and is active with coaching sports at the youth level. David and his wife live in Atlanta with their two sons. In his spare time, he enjoys spending time with his family, traveling, fishing and golf.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- CERTIFIED FINANCIAL PLANNER®
- Wealth Advisor
- Retirement Plan Consultant
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

david.feroleto@ubs.com

David Feroleto

3560 Lenox Rd NE,Atlanta,GA,30326
Sarah Hoskins Boone, CFP

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
Sarah is a CERTIFIED FINANCIAL PLANNER™ ™ practitioner. This designation is a two year process which assists her in working with clients on multi-generational financial planning with a focus on family owned businesses. Her practice includes analysis of retirement income planning, education funding, charitable giving and estate planning. Sarah’s previous career in business development affords her a unique perspective in counseling clients and integrating the team’s discretionary custom client allocations into holistic financial plans.

Sarah is the current Chair of the Coles College Advisory Board and Chair of the Executive Committee for the Coles College of Business Advisory Board at Kennesaw State University. She served as the only non-faculty member to establish the Coles Scholars Program. This program recognizes the best and brightest of its students providing custom developed courses within a cohort program. Sarah is closely aligned with the Cox Family Enterprise Center, a leader in the Southeast regarding family business transitions. Under her guidance, UBS Financial Services Inc, has partnered with the Cox Family Business Center providing clients with the exceptional resources available through this center.

In December 2014, Sarah Boone was named an honorary member of Beta Gamma Sigma from Coles College of Business at Kennesaw State University. Beta Gamma Sigma is an international honor society which provides the highest recognition a business student can receive from undergraduate or graduate work.

An advocate for women and entrepreneurs, she is a founding member of the UBS Atlanta strategy board for "All Bar None," a program within UBS which promotes women in finance. Sarah additionally serves as a member of the Children's Healthcare of Atlanta (CHOA) Legacy Advisors Board. Nominated by her peers this select group of leaders in finance, legal and accounting work to increase funding for pediatric health and CHOA projects.
- Chartered Retirement Planning Counselor
- Portfolio Manager
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

sarah.boone@ubs.com

Sarah Hoskins Boone, CFP

3560 Lenox Rd NE,Atlanta,GA,30326
Jany Brown, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
3455 Peachtree Road NE
Suite 1700
Atlanta, GA 30326

jany.brown@ubs.com

Jany Brown, CFP®

3455 Peachtree Road NE,Atlanta,GA,30326

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{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.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

How can you pursue what matters most?

Pursuing your goals together

David Feroleto

Sarah Hoskins Boone, CFP

Jany Brown, CFP®