Experience

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.

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.

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.