$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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.
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.
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.
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.
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.
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.
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
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.
$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
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