How can you pursue what matters most?

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.

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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.

Edward "Ted" Miller, CFP, CIMA, CPM

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
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, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WV
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, CFP, CEPA, CPWA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WV
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, CFP, CDFA

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WV
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

Edward "Ted" Miller, CFP, CIMA, CPM

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
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, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WV
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, CFP, CEPA, CPWA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WV
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, CFP, CDFA

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WV
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

US banking sector update: Where we are now

Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.

Retirement 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.

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A global leader in wealth management

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In invested assets globally
As of 06/30/2022

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How can you pursue what matters most?

Pursuing your goals together

Edward "Ted" Miller, CFP, CIMA, CPM

Stuart Marsden, CFP

Bonnie Suther, CFP, CEPA, CPWA

Sara Phillips, CFP, CDFA

Edward "Ted" Miller, CFP, CIMA, CPM

Stuart Marsden, CFP

Bonnie Suther, CFP, CEPA, CPWA

Sara Phillips, CFP, CDFA

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US banking sector update: Where we are now

Retirement planning

Multigenerational planning

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

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