$3.9 trillion
In invested assets globally
As of 12/31/2022
Our team focuses on tailored solutions to help family offices, successful families and individuals meet their long-term objectives. With your unique goals and expectations in mind, we ensure that you get highly personalized support and guidance, customized to your needs. Whether you need to structure complex financing, pave the way for a business exit or address intergenerational estate planning issues, we have the knowledge and expertise to help you meet these challenges, drawing on UBS’s broad and deep capabilities and intellectual capital to bring the right solutions to you.
Headquartered in Atlanta and focused on the Southeast region, our team is led by three seasoned professionals—John McColskey, Steve May and Jeff Lewis—who bring their combined 75 years of experience to each relationship. You can feel confident that we understand the opportunities and challenges that come with substantial wealth, and are wholly dedicated to working with you to help realize your unique vision for your wealth, your family and your legacy.
We serve individuals and families through a consistent and proactive approach that leverages the full range of UBS businesses and resources worldwide.
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Director
Senior Wealth Strategy Associate
Director
Senior Wealth Strategy Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Director
Senior Wealth Strategy Associate
Director
Senior Wealth Strategy Associate
Client Associate
Client Associate
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
We strive to manage your entire balance sheet—going beyond just your investments to offer advice for every dimension of your financial life, whether this entails defining your legacy, educating the next generation or articulating the core values that will serve as a road map for how you deploy your wealth.
What matters most to you becomes the core focus of our relationship—and our boutique-level focus and attention to detail will ensure that you have an exceptional client experience.
We work hard to understand your individual needs and goals and then develop a plan that aligns with those priorities. We take a holistic approach, selectively deploying strategies, products and intellectual capital from across the firm. By streamlining and simplifying your financial life, all under one relationship, we leave you and your family free to focus on what’s most important to you.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
