How can you pursue what matters most?

Mountain climber

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.

Artist building frame

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

    David Feroleto

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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.

        • 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

        Sarah Hoskins Boone, CFP

        Vice President–Wealth Management

        Financial Advisor

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        • 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

          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.

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          UBS and Credit Suisse—stronger than ever

          Global Wealth Report 2024

          Crafted wealth intelligence

          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

          Gain additional insights into the trends shaping wealth in the US and around the world.

          Download the report

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.8+ trn

          UBS Group invested assets
          As of 03/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

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