Building lasting relationships

Understanding what matters most to you

At MLM Partners, we prioritize open communication with our clients to ensure we’re adding value where you need it most. Headquartered in Atlanta, our team is led by seasoned professionals, who take the time to understand our clients’ financial needs, values, and goals. What matters most to you becomes the core focus of our relationship. You can feel confident that we understand the opportunities and challenges that come with substantial wealth, and are dedicated to working with you to help realize your unique vision for your wealth, your family and your legacy.

We're ready to listen.

One relationship. All of Private Wealth Management.

Navigating opportunities across your enterprise

Dividing wealth across generations

Maximize your potential wealth

Comprehensive planning for significant wealth

Empower your investments

Passing your wealth on to others

Passing your wealth on to others

For families with substantial wealth, having an experienced team to help you thoughtfully address how to pass your wealth to others can make all the difference. We have deep experience advising multigenerational families on the strategies to help maximize your wealth’s impact, now and for the future.

We can help you develop a plan for passing on your wealth to future generations that makes sense for your family, while also aligning with your overall objectives and investment goals.

Learn more

Start the conversation

Family Office Consultants

Family Office Consultants

Our team is one of a very select number of teams within UBS to have earned the UBS Family Office Consultant (FOC) designation. The FOC designation is limited to teams with a track record of understanding the highly specialized needs of exceptional, multigenerational families and aligning them to the full suite of the firm’s capabilities.

Start the conversation

Planning for the life of your business

Planning for the life of your business

Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.

And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.

Connect with us

Start the conversation

Connect with us

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Our team is one of a very select number of teams within UBS to have earned the UBS Family Office Consultant (FOC) designation. The FOC designation is limited to teams with a track record of understanding the highly specialized needs of exceptional, multigenerational families and aligning them to the full suite of the firm’s capabilities.

Steve May

Managing Director–Wealth Management

Financial Advisor
Steve May

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Road
Suite 2800
Atlanta, GA 30326

404-479-5946
View bio
- AL
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MI
- MO
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
Steve, one of the team's cofounders, actively works with MLM Partners’ clients to advise them on all facets of their financial lives. Drawing on his experience in tax and wealth planning, he helps families solve complex problems and works with them to find creative solutions to achieve their objectives. Understanding that each client relationship is unique, Steve enjoys learning about their path to wealth creation, and then assisting each family in managing wealth for generations to come.

Steve’s experience includes serving as a Managing Director at J.P. Morgan Private Bank, where he advised ultra high net worth families. Prior to working at J.P. Morgan, as a Senior Vice President at Wachovia Bank, Steve helped create and manage the Financial and Estate Planning Group. He began his career as a CPA with Arthur Andersen in Atlanta, where he was part of the Family Wealth Planning group. Steve has also served as an adjunct professor of estate planning at Oglethorpe University.

Education and designations
- B.S., Accounting, Florida State University
- M.P.A., Professional Accounting, The University of Texas at Austin
- Series 7, 63 and 65 securities licenses
Life
- Steve is actively involved with his alma mater, Florida State University. He currently serves on the board of Seminole Boosters and previously served on the College of Business Board of Governors. He is an active member of Atlanta's Peachtree Presbyterian Church.
- Steve and his wife, Hillary, have three children.
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.
3560 Lenox Road
Suite 2800
Atlanta, GA 30326

steve.may@ubs.com

Steve May

3560 Lenox Road,Atlanta,GA,30326
Jeff Lewis

Managing Director–Wealth Management

Financial Advisor
Jeff Lewis

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3280 Peachtree Road NE
21st Floor
Atlanta, GA 30305

404-479-5947
View bio
- AL
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MI
- MO
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Jeff, a cofounder of MLM Partners, acts as the team’s chief investment officer, accessing the entirety of the firm’s capabilities to help oversee investment portfolios. Working closely with the team’s roster of clients, Jeff brings his investment acumen and nearly two decades of experience in private banking and investment management to help guide and advise family offices, ultra high net worth families and successful individuals with targeted, innovative investment solutions.

Prior to joining UBS, Jeff was responsible for J.P. Morgan Private Bank’s investment practice in the Southeast. There, he oversaw a team of investment professionals who provided advice on a wide range of issues, from portfolio construction to asset allocation and manager selection.

Education and designations
- B.B.A., Goizueta Business School at Emory University
- Series 7, 9/10, 63 and 66 securities licenses
Life
- Jeff serves on the board of directors of the Giving Kitchen, a nonprofit that provides emergency assistance, financial and otherwise, to food service workers.
- In his spare time, he enjoys golfing and spending time with his wife, Amy, and their Samoyed named Sammie.
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.
3280 Peachtree Road NE
21st Floor
Atlanta, GA 30305

jeff.lewis@ubs.com

Jeff Lewis

3280 Peachtree Road NE,Atlanta,GA,30305
John McColskey

Managing Director–Wealth Management

Financial Advisor
John McColskey

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5945
View bio
- AL
- AR
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
John, who cofounded MLM Partners in 2020, takes a lead role in delivering UBS’s investment, wealth transfer, credit and philanthropic services to the team’s select roster of clients, including family offices and ultra high net worth families and individuals. One of the team’s senior partners, he is passionate about providing customized guidance to clients and helping them pursue their most important goals. John works to provide solutions to the complex issues that often accompany substantial wealth, from delivering holistic balance sheet management to helping families make thoughtful generational decisions.

John brings decades of experience advising wealthy multigenerational families, individuals and institutions. Prior to joining UBS, John was a Managing Director at J.P. Morgan Private Bank’s Atlanta office. Previously, he held senior positions at Meritage Capital, HomrichBerg, Atlantic Trust and Furman Selz. Before he entered the financial services industry, he operated a private entity.

Education and designations
- B.S., High Point University
- Series 7, 63 and 65 securities licenses
Life
- John currently serves on the board of the Special Operations Care Fund and the board of advisors for Skyland Trail. He has served on the boards of numerous organizations including the Buckhead YMCA, YPO Southern 7 Chapter, YPO Austin, Texas Chapter, the Texas Hedge Fund Association and the Austin chapter of the Nature Conservancy. He was appointed by Governor Perdue to the Board of Community Affairs for the State of Georgia.
- John is married and has two children.
- In his spare time, he enjoys board work and outdoor pursuits.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

john.mccolskey@ubs.com

John McColskey

3560 Lenox Rd NE,Atlanta,GA,30326
Tom Mains

Senior Vice President–Wealth Management

Financial Advisor
Tom Mains

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-848-2619
View bio
- AL
- FL
- GA
- NY
- TX
- VA
Tom is a seasoned financial advisor with over a decade of experience in wealth management who joined MLM Partners in early 2024 from J.P. Morgan’s Private Bank. With a dedication to providing tailored financial solutions, Tom has established himself as a trusted advisor among high net worth individuals seeking to grow and protect their wealth.

Tom began his career in wealth management at J.P. Morgan Private Bank, where he honed his expertise in the industry and cultivated long-lasting relationships with his clients. Over the course of ten years, he demonstrated a proven track record of delivering personalized financial plans that align with his clients' unique goals and aspirations. Prior to J.P. Morgan Tom worked for SunTrust Robinson Humphrey in Atlanta. During his time with SunTrust he served as a credit associate for the firm’s Interest Rate and Foreign Exchange Marketing Group within their Capital Markets Division.

Education and designations
- B.S., Virginia Tech
- M.S., finance, Tulane University
- Series 7, 63 and 65 securities licenses
Life
- In his spare time, Tom enjoys spending time with his family, staying active in his community, traveling, and playing golf.
- Tom lives in Atlanta with his wife, Cindy, and his 2 young children, Sadie and Bennett.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

tom.mains@ubs.com

Tom Mains

3560 Lenox Rd NE,Atlanta,GA,30326
Mary Bennett

Director

Senior Wealth Strategy Associate
Mary Bennett

Director
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5925
View bio
- AL
- AR
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
As a Relationship Manager for MLM Partners, Mary is instrumental in helping deliver customized wealth solutions to the team’s clients, who consist primarily of ultra high net worth individuals, families and family offices. She enjoys building relationships with each client and learning more about their family, unique values and aspirations for their wealth. She prides herself on acting as a chief operating officer, ensuring that all client needs are met and seamlessly executed.

Prior roles at J.P. Morgan Private Bank in Atlanta and as a Senior Client Advisor at SCS Financial, a multifamily office in Boston, provided Mary with valuable experience working with family offices and successful individuals, advising them on topics including investments, banking, fiduciary and estate services.

Education and designations
- B.S., Business Administration, Kenan-Flagler Business School, University of North Carolina, Chapel Hill
- M.S., Finance, University of Florida
- Series 7, 63 and 66 securities licenses
Life
- Mary lives in Atlanta with her husband, John, and their three young children.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

mary.bennett@ubs.com

Mary Bennett

3560 Lenox Rd NE,Atlanta,GA,30326
John Lindsey

Director

Senior Wealth Strategy Associate
John Lindsey

Director
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5927
View bio
- AL
- AR
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
John plays an active role on the MLM Partners team, helping address the needs of the team’s select group of clients in areas including investing, wealth transfer and philanthropic services. His focuses on providing advice on portfolio construction, asset allocation and manager selection across public and private markets, ensuring clients receive investment solutions that are comprehensive, yet well aligned with their specific needs and goals.

Prior to joining UBS in 2020, John spent three years at J.P.Morgan’s Private Bank in Atlanta, where he gained exposure to a range of financial planning strategies, as well as experience advising ultra high net worth clients in investment, banking, fiduciary and estate planning issues. In his current role, he enjoys working with multigenerational families to provide tailored solutions and help educate and inform the next generation.

Education and designations
- B.B.A., Finance, University of Georgia Terry College of Business
- Series 7, 63 and 66 securities licenses
Life
- John enjoys spending time outdoors, golfing and skiing.
- He also loves to travel.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

john.lindsey@ubs.com

John Lindsey

3560 Lenox Rd NE,Atlanta,GA,30326
Thays Pires

Senior Registered Client Associate
Thays Pires

Senior Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5951
View bio
- AL
- AR
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- SC
- TN
- TX
- VA
- WA
Thays is responsible for day-to-day operations at MLM Partners and ensuring the team’s clients receive attentive, personalized service. Drawing on a decade of experience in client-facing roles in financial services, Thays strives to make a positive impact in the lives of clients and their families. She helps connect like-minded clients, so that they can share best practices and network.

When she started working in financial services 10 years ago, Thays gravitated towards client services and found that being part of a wealth management team proved a perfect fit. Furthermore, her early career experience as an executive assistant has provided her with invaluable organizational and interpersonal skills, which she uses every day.

Education and designations
- B.A., English, USP Universida de São Paulo, Brazil
- Series 7 and 66 securities licenses
Life
- Outside the office, Thays enjoys spending time with her family, visiting new places and sharing great experiences.
- She stays active by visiting local parks and trails with the family dog.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

thays.pires@ubs.com

Thays Pires

3560 Lenox Rd NE,Atlanta,GA,30326
Jack Delgado

Wealth Strategy Associate
Jack Delgado

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5918
View bio
- AL
- AR
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NJ
- NY
- PA
- SC
- TN
- TX
- VA
- WA
As a Wealth Strategy Associate for MLM Partners, Jack is responsible for providing analytical and operational support to our team to help make certain that our client’s goals and objectives are met. Jack’s primary focus is to connect with our clients and offer his assistance when necessary to enhance the client experience.

Before joining MLM Partners, Jack completed two internships as a Summer Analyst at Green Square Wealth Management in Memphis, TN, where he supported high net worth clients and their advisors. Through this experience, Jack gained valuable skills and knowledge around advising clients on all aspects of the financial spectrum: investing, banking, lending, and estate planning strategies.

Education and designations
- B.B.A., Finance, University of Tennessee Haslam College of Business
- Series 7 and 66 securities licenses
Life
- Outside the office, Jack enjoys playing golf, hunting, and fishing.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

jack.delgado@ubs.com

Jack Delgado

3560 Lenox Rd NE,Atlanta,GA,30326
Will McColskey

Wealth Strategy Associate
Will McColskey

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5952
View bio
- GA
Will is a Wealth Strategy Associate for MLM partners. In his role he supports the team by analyzing client needs and finding effective solutions in areas including investing, wealth transfer, and philanthropic services. Will is passionate about providing exceptional service and building strong client relationships.

Prior to joining MLM Partners, Will worked for two years as an Investment Banking Analyst on the Leveraged and Sponsors Credit team at Truist Securities. At Truist Will underwrote banking facilities across product categories (credit, structured real estate, derivatives), for general corporate purposes, recapitalizations, and mergers & acquisitions.

Education and designations
- B.B.A., Finance, Auburn University Harbert College of Business
- Series 7, 63, 66, and 79 securities licenses
Life
- Will enjoys sporting clays, golf, running, and hunting.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

will.mccolskey@ubs.com

Will McColskey

3560 Lenox Rd NE,Atlanta,GA,30326
Raldo Spence

Client Associate
Raldo Spence

Client Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5950
View bio
Raldo Spence is a Client Associate for MLM Partners. In his role, he collaborates directly with clients providing outstanding customer service, partners with wealth managers and other experts to address the investment and wealth management needs of our clients.

Raldo is from the country of Jamaica and immigrated to the US in 2022. He has over 12 years of experience in the financial services industry providing banking, lending, and investment solutions to clients. Prior to joining UBS in 2024, he worked at J.P. Morgan Chase as an Associate Banker and in Jamaica as a Branch Manager where he managed over twenty-five employees to drive branch performance results by exceeding sales targets and providing excellent customer service to clients and business partners.

Education and designations
- B.B.A., Accounting, University of Technology, Jamaica
Life
- Raldo is a lover of orchids and enjoys adding to his collection, He enjoys spending time with family and visiting new places.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

raldo.spence@ubs.com

Raldo Spence

3560 Lenox Rd NE,Atlanta,GA,30326
Veronica Utt

Client Associate
Veronica Utt

Client Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5958
View bio
- GA
Veronica serves as the MLM Partners Chief of Staff. In her role she facilitates the smooth operation of business so that the team can better serve our clients.

Prior to joining UBS in 2025, Veronica served in multiple roles at J.P. Morgan's Private Bank in Atlanta. At J.P. Morgan, Veronica managed the new hire onboarding process and grew partnerships in between key businesses within the firm. She also served as an Executive Administrative Assistant, acting as a point of contact for internal and external partners, managing client center operations, and managing corporate sponsorships.

Prior to her time at J.P. Morgan, Veronica worked as an elementary school teacher in Atlanta.

Education and designations
- B.B.A., Spanish, University of Virginia
- M.S. Teaching in Elementary Education, University of Virginia
- Series 7, 63 and 66 securities licenses
Life
- Veronica lives in Atlanta with her husband, Garrett, and their son, Leo.
- She also enjoys cooking, traveling, and spending time at the beach.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

veronica.utt@ubs.com

Veronica Utt

3560 Lenox Rd NE,Atlanta,GA,30326

Steve May

Managing Director–Wealth Management

Financial Advisor
Steve May

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Road
Suite 2800
Atlanta, GA 30326

404-479-5946
View bio
- AL
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MI
- MO
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
Steve, one of the team's cofounders, actively works with MLM Partners’ clients to advise them on all facets of their financial lives. Drawing on his experience in tax and wealth planning, he helps families solve complex problems and works with them to find creative solutions to achieve their objectives. Understanding that each client relationship is unique, Steve enjoys learning about their path to wealth creation, and then assisting each family in managing wealth for generations to come.

Steve’s experience includes serving as a Managing Director at J.P. Morgan Private Bank, where he advised ultra high net worth families. Prior to working at J.P. Morgan, as a Senior Vice President at Wachovia Bank, Steve helped create and manage the Financial and Estate Planning Group. He began his career as a CPA with Arthur Andersen in Atlanta, where he was part of the Family Wealth Planning group. Steve has also served as an adjunct professor of estate planning at Oglethorpe University.

Education and designations
- B.S., Accounting, Florida State University
- M.P.A., Professional Accounting, The University of Texas at Austin
- Series 7, 63 and 65 securities licenses
Life
- Steve is actively involved with his alma mater, Florida State University. He currently serves on the board of Seminole Boosters and previously served on the College of Business Board of Governors. He is an active member of Atlanta's Peachtree Presbyterian Church.
- Steve and his wife, Hillary, have three children.
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.
3560 Lenox Road
Suite 2800
Atlanta, GA 30326

steve.may@ubs.com

Steve May

3560 Lenox Road,Atlanta,GA,30326
Jeff Lewis

Managing Director–Wealth Management

Financial Advisor
Jeff Lewis

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3280 Peachtree Road NE
21st Floor
Atlanta, GA 30305

404-479-5947
View bio
- AL
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MI
- MO
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Jeff, a cofounder of MLM Partners, acts as the team’s chief investment officer, accessing the entirety of the firm’s capabilities to help oversee investment portfolios. Working closely with the team’s roster of clients, Jeff brings his investment acumen and nearly two decades of experience in private banking and investment management to help guide and advise family offices, ultra high net worth families and successful individuals with targeted, innovative investment solutions.

Prior to joining UBS, Jeff was responsible for J.P. Morgan Private Bank’s investment practice in the Southeast. There, he oversaw a team of investment professionals who provided advice on a wide range of issues, from portfolio construction to asset allocation and manager selection.

Education and designations
- B.B.A., Goizueta Business School at Emory University
- Series 7, 9/10, 63 and 66 securities licenses
Life
- Jeff serves on the board of directors of the Giving Kitchen, a nonprofit that provides emergency assistance, financial and otherwise, to food service workers.
- In his spare time, he enjoys golfing and spending time with his wife, Amy, and their Samoyed named Sammie.
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.
3280 Peachtree Road NE
21st Floor
Atlanta, GA 30305

jeff.lewis@ubs.com

Jeff Lewis

3280 Peachtree Road NE,Atlanta,GA,30305
John McColskey

Managing Director–Wealth Management

Financial Advisor
John McColskey

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5945
View bio
- AL
- AR
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
John, who cofounded MLM Partners in 2020, takes a lead role in delivering UBS’s investment, wealth transfer, credit and philanthropic services to the team’s select roster of clients, including family offices and ultra high net worth families and individuals. One of the team’s senior partners, he is passionate about providing customized guidance to clients and helping them pursue their most important goals. John works to provide solutions to the complex issues that often accompany substantial wealth, from delivering holistic balance sheet management to helping families make thoughtful generational decisions.

John brings decades of experience advising wealthy multigenerational families, individuals and institutions. Prior to joining UBS, John was a Managing Director at J.P. Morgan Private Bank’s Atlanta office. Previously, he held senior positions at Meritage Capital, HomrichBerg, Atlantic Trust and Furman Selz. Before he entered the financial services industry, he operated a private entity.

Education and designations
- B.S., High Point University
- Series 7, 63 and 65 securities licenses
Life
- John currently serves on the board of the Special Operations Care Fund and the board of advisors for Skyland Trail. He has served on the boards of numerous organizations including the Buckhead YMCA, YPO Southern 7 Chapter, YPO Austin, Texas Chapter, the Texas Hedge Fund Association and the Austin chapter of the Nature Conservancy. He was appointed by Governor Perdue to the Board of Community Affairs for the State of Georgia.
- John is married and has two children.
- In his spare time, he enjoys board work and outdoor pursuits.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

john.mccolskey@ubs.com

John McColskey

3560 Lenox Rd NE,Atlanta,GA,30326
Tom Mains

Senior Vice President–Wealth Management

Financial Advisor
Tom Mains

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-848-2619
View bio
- AL
- FL
- GA
- NY
- TX
- VA
Tom is a seasoned financial advisor with over a decade of experience in wealth management who joined MLM Partners in early 2024 from J.P. Morgan’s Private Bank. With a dedication to providing tailored financial solutions, Tom has established himself as a trusted advisor among high net worth individuals seeking to grow and protect their wealth.

Tom began his career in wealth management at J.P. Morgan Private Bank, where he honed his expertise in the industry and cultivated long-lasting relationships with his clients. Over the course of ten years, he demonstrated a proven track record of delivering personalized financial plans that align with his clients' unique goals and aspirations. Prior to J.P. Morgan Tom worked for SunTrust Robinson Humphrey in Atlanta. During his time with SunTrust he served as a credit associate for the firm’s Interest Rate and Foreign Exchange Marketing Group within their Capital Markets Division.

Education and designations
- B.S., Virginia Tech
- M.S., finance, Tulane University
- Series 7, 63 and 65 securities licenses
Life
- In his spare time, Tom enjoys spending time with his family, staying active in his community, traveling, and playing golf.
- Tom lives in Atlanta with his wife, Cindy, and his 2 young children, Sadie and Bennett.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

tom.mains@ubs.com

Tom Mains

3560 Lenox Rd NE,Atlanta,GA,30326
Mary Bennett

Director

Senior Wealth Strategy Associate
Mary Bennett

Director
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5925
View bio
- AL
- AR
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
As a Relationship Manager for MLM Partners, Mary is instrumental in helping deliver customized wealth solutions to the team’s clients, who consist primarily of ultra high net worth individuals, families and family offices. She enjoys building relationships with each client and learning more about their family, unique values and aspirations for their wealth. She prides herself on acting as a chief operating officer, ensuring that all client needs are met and seamlessly executed.

Prior roles at J.P. Morgan Private Bank in Atlanta and as a Senior Client Advisor at SCS Financial, a multifamily office in Boston, provided Mary with valuable experience working with family offices and successful individuals, advising them on topics including investments, banking, fiduciary and estate services.

Education and designations
- B.S., Business Administration, Kenan-Flagler Business School, University of North Carolina, Chapel Hill
- M.S., Finance, University of Florida
- Series 7, 63 and 66 securities licenses
Life
- Mary lives in Atlanta with her husband, John, and their three young children.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

mary.bennett@ubs.com

Mary Bennett

3560 Lenox Rd NE,Atlanta,GA,30326
John Lindsey

Director

Senior Wealth Strategy Associate
John Lindsey

Director
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5927
View bio
- AL
- AR
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
John plays an active role on the MLM Partners team, helping address the needs of the team’s select group of clients in areas including investing, wealth transfer and philanthropic services. His focuses on providing advice on portfolio construction, asset allocation and manager selection across public and private markets, ensuring clients receive investment solutions that are comprehensive, yet well aligned with their specific needs and goals.

Prior to joining UBS in 2020, John spent three years at J.P.Morgan’s Private Bank in Atlanta, where he gained exposure to a range of financial planning strategies, as well as experience advising ultra high net worth clients in investment, banking, fiduciary and estate planning issues. In his current role, he enjoys working with multigenerational families to provide tailored solutions and help educate and inform the next generation.

Education and designations
- B.B.A., Finance, University of Georgia Terry College of Business
- Series 7, 63 and 66 securities licenses
Life
- John enjoys spending time outdoors, golfing and skiing.
- He also loves to travel.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

john.lindsey@ubs.com

John Lindsey

3560 Lenox Rd NE,Atlanta,GA,30326
Thays Pires

Senior Registered Client Associate
Thays Pires

Senior Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5951
View bio
- AL
- AR
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- SC
- TN
- TX
- VA
- WA
Thays is responsible for day-to-day operations at MLM Partners and ensuring the team’s clients receive attentive, personalized service. Drawing on a decade of experience in client-facing roles in financial services, Thays strives to make a positive impact in the lives of clients and their families. She helps connect like-minded clients, so that they can share best practices and network.

When she started working in financial services 10 years ago, Thays gravitated towards client services and found that being part of a wealth management team proved a perfect fit. Furthermore, her early career experience as an executive assistant has provided her with invaluable organizational and interpersonal skills, which she uses every day.

Education and designations
- B.A., English, USP Universida de São Paulo, Brazil
- Series 7 and 66 securities licenses
Life
- Outside the office, Thays enjoys spending time with her family, visiting new places and sharing great experiences.
- She stays active by visiting local parks and trails with the family dog.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

thays.pires@ubs.com

Thays Pires

3560 Lenox Rd NE,Atlanta,GA,30326
Jack Delgado

Wealth Strategy Associate
Jack Delgado

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5918
View bio
- AL
- AR
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NJ
- NY
- PA
- SC
- TN
- TX
- VA
- WA
As a Wealth Strategy Associate for MLM Partners, Jack is responsible for providing analytical and operational support to our team to help make certain that our client’s goals and objectives are met. Jack’s primary focus is to connect with our clients and offer his assistance when necessary to enhance the client experience.

Before joining MLM Partners, Jack completed two internships as a Summer Analyst at Green Square Wealth Management in Memphis, TN, where he supported high net worth clients and their advisors. Through this experience, Jack gained valuable skills and knowledge around advising clients on all aspects of the financial spectrum: investing, banking, lending, and estate planning strategies.

Education and designations
- B.B.A., Finance, University of Tennessee Haslam College of Business
- Series 7 and 66 securities licenses
Life
- Outside the office, Jack enjoys playing golf, hunting, and fishing.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

jack.delgado@ubs.com

Jack Delgado

3560 Lenox Rd NE,Atlanta,GA,30326
Will McColskey

Wealth Strategy Associate
Will McColskey

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5952
View bio
- GA
Will is a Wealth Strategy Associate for MLM partners. In his role he supports the team by analyzing client needs and finding effective solutions in areas including investing, wealth transfer, and philanthropic services. Will is passionate about providing exceptional service and building strong client relationships.

Prior to joining MLM Partners, Will worked for two years as an Investment Banking Analyst on the Leveraged and Sponsors Credit team at Truist Securities. At Truist Will underwrote banking facilities across product categories (credit, structured real estate, derivatives), for general corporate purposes, recapitalizations, and mergers & acquisitions.

Education and designations
- B.B.A., Finance, Auburn University Harbert College of Business
- Series 7, 63, 66, and 79 securities licenses
Life
- Will enjoys sporting clays, golf, running, and hunting.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

will.mccolskey@ubs.com

Will McColskey

3560 Lenox Rd NE,Atlanta,GA,30326
Raldo Spence

Client Associate
Raldo Spence

Client Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5950
View bio
Raldo Spence is a Client Associate for MLM Partners. In his role, he collaborates directly with clients providing outstanding customer service, partners with wealth managers and other experts to address the investment and wealth management needs of our clients.

Raldo is from the country of Jamaica and immigrated to the US in 2022. He has over 12 years of experience in the financial services industry providing banking, lending, and investment solutions to clients. Prior to joining UBS in 2024, he worked at J.P. Morgan Chase as an Associate Banker and in Jamaica as a Branch Manager where he managed over twenty-five employees to drive branch performance results by exceeding sales targets and providing excellent customer service to clients and business partners.

Education and designations
- B.B.A., Accounting, University of Technology, Jamaica
Life
- Raldo is a lover of orchids and enjoys adding to his collection, He enjoys spending time with family and visiting new places.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

raldo.spence@ubs.com

Raldo Spence

3560 Lenox Rd NE,Atlanta,GA,30326
Veronica Utt

Client Associate
Veronica Utt

Client Associate

UBS Financial Services Inc.

Private Wealth Management

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

404-479-5958
View bio
- GA
Veronica serves as the MLM Partners Chief of Staff. In her role she facilitates the smooth operation of business so that the team can better serve our clients.

Prior to joining UBS in 2025, Veronica served in multiple roles at J.P. Morgan's Private Bank in Atlanta. At J.P. Morgan, Veronica managed the new hire onboarding process and grew partnerships in between key businesses within the firm. She also served as an Executive Administrative Assistant, acting as a point of contact for internal and external partners, managing client center operations, and managing corporate sponsorships.

Prior to her time at J.P. Morgan, Veronica worked as an elementary school teacher in Atlanta.

Education and designations
- B.B.A., Spanish, University of Virginia
- M.S. Teaching in Elementary Education, University of Virginia
- Series 7, 63 and 66 securities licenses
Life
- Veronica lives in Atlanta with her husband, Garrett, and their son, Leo.
- She also enjoys cooking, traveling, and spending time at the beach.
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

veronica.utt@ubs.com

Veronica Utt

3560 Lenox Rd NE,Atlanta,GA,30326

Our core values

Our team is dedicated to helping provide balance sheet management to help families with multigenerational wealth, meet their long-term objectives. Working with this goal in mind, helps to shape every interaction, decision, and service we provide.

Outstanding Client Experience

We strive to deliver an excellent client experience. Each interaction is designed to meet high standards, ensuring that our clients feel valued, understood, and supported throughout their financial journey. We focus on clear communication, personalized strategies, and a responsive approach to address the unique needs of each family we work with.

Integrity

We act with honesty, transparency, and accountability in every decision we make. Our clients’ trust is our most cherished asset, and we work diligently to help maintain it through ethical practices and unwavering moral principles.

Positive atmosphere

We believe that work should be enjoyable and fulfilling. Our team thrives in an environment where creativity, collaboration, and passion are encouraged. By fostering a culture of fun and enthusiasm, we ensure that our team remains motivated and engaged, which translates to exceptional service for our clients.

Leadership through service

Our team aims to prioritize the needs of our clients, team members, and community, striving to uplift and empower those around us. We strive to lead with empathy, humility, and a genuine desire to help, creating a supportive and inclusive environment that nurtures growth and success.

Humbly confident

Our team recognizes our strengths, but remain open to learning and growth. This balance helps us to provide innovative solutions and sound advice, while staying grounded and approachable.

UBS Family Office Quarterly

The UBS Family Office Quarterly features articles and conversations with specialists from UBS as well as leading experts. Explore insights on the multiple dimensions of starting and managing a family office.

Click here to view insights

You. Connected.

Unlocking opportunity through collaboration

Through specialized centers of excellence, we connect UHNW clients and families to the most relevant expertise through every stage of their financial, professional and personal journeys.

Learn more

Building a family office to steward family wealth and values

Family offices are as different as the families they serve—one size does not fit all. For families who are seeking to coordinate and consolidate their investment management and planning, a well-structured family office can play a crucial role in the preservation and growth of wealth through the generations.

Discover how we can help

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Building lasting relationships

Understanding what matters most to you

MLM Partners

One relationship. All of Private Wealth Management.

Navigating opportunities across your enterprise

Dividing wealth across generations

Maximize your potential wealth

Comprehensive planning for significant wealth

Empower your investments

Passing your wealth on to others

Passing your wealth on to others

Family Office Consultants

Family Office Consultants

Planning for the life of your business

Planning for the life of your business

Your primary source for financial advice

Steve May

Jeff Lewis

John McColskey

Tom Mains

Mary Bennett

John Lindsey

Thays Pires

Jack Delgado

Will McColskey

Raldo Spence

Veronica Utt

Steve May

Jeff Lewis

John McColskey

Tom Mains

Mary Bennett

John Lindsey

Thays Pires

Jack Delgado

Will McColskey

Raldo Spence

Veronica Utt

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Credentials

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Education

Credentials

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Our core values

Outstanding Client Experience

Integrity

Positive atmosphere

Leadership through service

Humbly confident

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UBS Family Office Quarterly

You. Connected.

Building a family office to steward family wealth and values

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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