Knowledge

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.

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.