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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    • BS Mathematics – US Naval Academy '87
    • M.B.A Harvard Business School
    • Decorated Naval Aviator flying 32 Combat missions
    • Investment Banker with Merrill Lynch completing more than 70 transactions
    • 20+ years of experience
    • Ted is a member of the UBS Pinnacle Club which recognizes the firms top Financial Advisors
    • Perennial Barron’s Top Advisors List
    • Responsible for portfolio construction, and relationship management.
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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 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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    • BA Economics – Virginia Tech
    • 20+ years of experience as a financial advisor
    • Stuart has earned the prestigious industry designation of Certified Financial Planner (CFP®) given by the Certified Financial Planner Board of Standards.
    • Focus: Investment management, financial planning, lending, insurance and relationship management

      • 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

      Senior Vice President–Wealth Management

      Financial Advisor

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      • BS Finance – Pfeiffer University 88’
      • 35 years of experience
      • Focus: Financial Planning, Investment, Philanthropy, Business Owner Exits, Professional Athletes
      • Passionate about helping people meet their goals and objectives and long-term relationship management
      • Pfeiffer University Vice Chairman, Board of Trustees

          • 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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          • B.S. Financial Management – Clemson University
          • Joined UBS in 2007
          • 20+ years of financial services industry experience
          • Sara has earned the Certified Financial Planner designation (CFP®)
          • Certified Divorce Financial Analyst®
          • Focus: Financial Planning, Investment Management and Relationship Management

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

            Ivelisse Vasquez

            Client Associate

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            • BA Business Administration, UTESA, Dominican Republic.
            • 13 years of Experience in Financial Services.
            • Fluent in Spanish
            • Focus on enhancing client experience, helping clients fulfill a variety of service needs.

                  3560 Lenox Rd NE
                  28th Floor
                  Atlanta, GA 30326

                Connecting you to the deep resources of UBS

                By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                Focus on liquidity management

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                UBS and Credit Suisse—stronger than ever

                Managing wealth is our craft

                We’re committed to understanding what wealth means for you.

                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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