How can you pursue what matters most?

Three generations in the front yard

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Great Barrier Reef

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.

  • Ted Miller Profile Photo

    Edward "Ted" Miller, CFP, CIMA, CPM

    Managing Director–Wealth Management

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    A former investment banker and private banker, Ted joined UBS in 2009. By serving as your portfolio manager, with over 17 years of experience in the financial services industry, he tailors custom portfolios to meet your unique needs and financial objectives. Ted graduated from the U. S. Naval Academy with a Bachelor of Science degree in Mathematics, after which he served in the United States Navy. A decorated fighter pilot, he completed over 400 aircraft carrier landings. Following his service in the Navy, Ted earned an MBA from Harvard Business School.

    As an Eagle Scout, Ted remains active in the local Boy Scouts of America community, as well as an active member of Business Executives for National Security (BENS).  Board memberships include HBS Club of Atlanta and Smoke Rise Field Club.  Ted currently resides in Sandy Springs, Georgia.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Harvard Business School, MBA
    • U. S. Naval Academy, B.S. Mathematics
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Certified Portfolio Manager®
    3560 Lenox Road NE
    28th Floor
    Atlanta, GA 30326
  • Stuart Marsden Profile Photo

    Stuart Marsden, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    Stuart joined UBS in 2009 with more than a decade of experience in financial services advising clients at Merrill Lynch, where he was also the manager of the Financial Advisor Training Program in the Atlanta office. Stuart graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor's degree in Economics. He played football at Shepherd College. Outside of the office, Stuart is a regular improvisational performer and volunteer at Whole World Theatre in Atlanta. He is a private pilot and lives in Sandy Springs with his wife, Stephanie, son Harrison and daughter Eva.

      • Virginia Polytechnic Institute and State University, Bachelor's Degree in Economics
      • CERTIFIED FINANCIAL PLANNER™
      3560 Lenox Road NE
      28th Floor
      Atlanta, GA 30326
    • Bonnie Suther

      Bonnie Suther, CFP, CEPA, CPWA

      Senior Vice President–Wealth Management

      Financial Advisor

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      What brings me joy… Is helping my clients find theirs.

      What is a “life well lived” look like to you? What is on your bucket list of experiences? Let’s find out!

      My passion is guiding business owners and successful individuals through a thoughtfully structured and thorough financial planning process which is built on mutual respect and trust. The goal is to build confidence and provide a realistic path for clients to help them accomplish their goals and objectives. This helps give my clients peace of mind that their financial lives are in order through all stages of life. My clients notice and appreciate my attention to detail, task-oriented nature, thorough follow-up, ability to listen to their concerns, and willingness to collaborate with their outside specialists (CPA/ tax specialist, estate planning attorney, etc...) to help meet their expectations.

      After entering into the financial services industry in 1988, I have continued my education and obtained the CFP® (Certified Financial Planner®), CPWA® (Certified Private Wealth Advisor®) & CEPA® (Certified Exit Planning Advisor®) designations. Outside of work, I currently serve on the Board of Trustees at Pfeiffer University and on the Board of Advisors for Launchpad2X. Previously, I was the Live Auction Coordinator for the Children’s Home of Iredell County and The Hope at the Lake Foundation.

      Family is very important to me and I have been married to my husband, Chip, since 1990. I am truly blessed to have him as my husband, friend and father to our two sons, John and Andrew.

          • CERTIFIED FINANCIAL PLANNER™
          • Certified Exit Planning Advisor
          380 Knollwood Street
          Suite 250
          Winston-Salem, NC 27103
        • Sara Phillips Profile Photo

          Sara Phillips, CFP, CDFA

          Senior Wealth Strategy Associate

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          Sara has been with UBS Financial Services, Inc. since 2007
          and has more than 20 years of experience in the financial
          services industry.

          She is a CERTIFIED FINANCIAL PLANNER™ (CFP®)
          practitioner and a Certified Divorce Financial Analyst®
          (CDFA™). Sara graduated from Clemson University with a
          Bachelor of Science in Financial Management.

          Sara sits on the Executive Committee of the All Bar None
          Atlanta chapter. Outside of work, she enjoys spending
          time with friends and family, traveling, and getaways to
          the north Georgia mountains. She resides in Roswell,
          Georgia with her husband and two daughters.

            • Clemson University, B.S. Financial Management
            • CERTIFIED FINANCIAL PLANNER™
            • Certified Divorce Financial Analyst
            3560 Lenox Road NE
            28th Floor
            Atlanta, GA 30326

          The circular economy: What is it?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

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

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager