Your complex wealth. Our customized strategies.

Private Wealth Management

At MPS Partners, we meet clients wherever they are in life—whatever their goals, priorities or challenges they face within their families or their businesses. Understanding the complexities of significant wealth, and that no two financial situations are ever quite the same, we respond with a plan that’s truly personalized for you from beginning to end.

But our commitment doesn't stop here. As a seasoned, diverse team within UBS’s exclusive Private Wealth Management division, we offer deep insight and global access to help guide successful families towards their most important goals—today and for generations to come.

Start the planning conversation

David Moran

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- KS
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NV
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- WA
Focus on every aspect of the client experience

“ I focus on your entire financial picture, designing strategies and solutions that are tailored to your complex needs. There is nothing more important to me than the deep relationships I have with our clients.”

As a co-founder of MPS Partners, a Private Wealth Management team, David focuses on providing clients with the financial peace of mind that comes from knowing they are on the right path in pursuit of their goals. A seasoned professional with experience in all aspects of wealth management, David serves the sophisticated needs of ultra high net worth families and business owners.

With an interest in investing and the financial markets from a young age, David grew up watching the iconic television program Wall $treet Week with his dad. This experience of financial education and empowerment led him to pursue a finance degree and fulfill a dream of working on Wall Street. Today, David guides clients through a comprehensive wealth planning process that helps them focus on all that matters—from estate planning strategies and family advisory to business transition planning and philanthropy.

Experience
- Private Wealth Advisor, UBS
- Principal, Bernstein Global Wealth Management
- Fixed income specialist, Morgan Stanley
- In the industry since 2000
Credentials
- B.S., finance, University of Florida
- CERTIFIED FINANCIAL PLANNER™ (CFP^®)
- Series 7, 31, 63 and 66 securities licenses, as well as life, health and variable insurance licenses
Life
- Former chairman, board of directors, Ovarian Cancer Institute
- Member, Atlanta Estate Planning Council
- Member, Association for Corporate Growth Atlanta
- Graduate, Professional Advisor Leadership Institute
- Enjoys coaching youth baseball, soccer and football for his three children
- Plays competitive squash and enjoys snow skiing and water skiing
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Berlin Perkins

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- KS
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NV
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- WA
Investment guidance based on your priorities

“With the level of responsiveness, customization and service that we provide our clients, we earn their trust each day. We view it as our duty to shepherd our clients through the investing process, always guiding them toward the right decisions at the right time.”

Madison has been in the financial services industry for nearly 20 years. During this time, he has navigated through every type of market cycle, confidently serving the complex wealth management needs of his clients. Madison joined UBS’s Private Wealth Management division in 2008 and co-founded MPS Partners in 2017.

As a former mechanical engineer, Madison developed strong problem-solving skills while designing complex ventilation and air conditioning systems. He soon realized his passion for problem-solving in the private wealth sector by helping clients make the best financial decisions and avoiding the common pitfalls that come with managing newly acquired wealth. Madison is primarily responsible for overseeing the team’s portfolio construction and management, with a focus on asset allocation and the creation of highly customized investment strategies.

Experience
- Private Wealth Advisor, UBS
- Vice President, Goldman Sachs
- Investment Management, J.C. Bradford
Credentials
- B.E., mechanical engineering and M.B.A, Vanderbilt University
- Series 7, 31 and 66 securities licenses
Life
- Enjoys coaching youth basketball and football, fishing and spending quality time with his family
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Robin Patterson

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- KS
- LA
- MA
- MI
- MO
- MS
- NC
- NV
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- WA
A personal approach to your financial life

“I strive to address clients’ concerns and answer their questions with speed and consideration. Financial topics are emotional, and I am dedicated to helping clients feel more confident.”

Working with clients for more than 20 years, Amy is keenly aware of the emotional aspects surrounding wealth management. She has a knack for understanding her clients and what it takes to satisfy all of their financial needs. With great sensitivity, Amy serves clients as their first point of contact.

Amy has deep experience in the financial services industry, which she gained while working at firms including J.P. Morgan Securities and Prudential Securities before joining UBS in 2019. She is driven to uphold the highest level of service, and clients appreciate her diligence and responsiveness.

Experience
- Senior Wealth Strategy Associate, UBS
- Client Associate, J.P. Morgan Securities
- Senior Registered Sales Associate, Prudential Securities
- Financial Advisor, Morgan Stanley
Credentials
- B.S., finance, Jacksonville State University
- Series 7, 31, 63 and 65 securities licenses
Life
- Lives in Acworth, GA with her husband, Stewart, and their son Travis, as well as multiple pets
- Enjoys reading, travel and planning creative parties
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

David Moran

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- KS
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NV
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- WA
Focus on every aspect of the client experience

“ I focus on your entire financial picture, designing strategies and solutions that are tailored to your complex needs. There is nothing more important to me than the deep relationships I have with our clients.”

As a co-founder of MPS Partners, a Private Wealth Management team, David focuses on providing clients with the financial peace of mind that comes from knowing they are on the right path in pursuit of their goals. A seasoned professional with experience in all aspects of wealth management, David serves the sophisticated needs of ultra high net worth families and business owners.

With an interest in investing and the financial markets from a young age, David grew up watching the iconic television program Wall $treet Week with his dad. This experience of financial education and empowerment led him to pursue a finance degree and fulfill a dream of working on Wall Street. Today, David guides clients through a comprehensive wealth planning process that helps them focus on all that matters—from estate planning strategies and family advisory to business transition planning and philanthropy.

Experience
- Private Wealth Advisor, UBS
- Principal, Bernstein Global Wealth Management
- Fixed income specialist, Morgan Stanley
- In the industry since 2000
Credentials
- B.S., finance, University of Florida
- CERTIFIED FINANCIAL PLANNER™ (CFP^®)
- Series 7, 31, 63 and 66 securities licenses, as well as life, health and variable insurance licenses
Life
- Former chairman, board of directors, Ovarian Cancer Institute
- Member, Atlanta Estate Planning Council
- Member, Association for Corporate Growth Atlanta
- Graduate, Professional Advisor Leadership Institute
- Enjoys coaching youth baseball, soccer and football for his three children
- Plays competitive squash and enjoys snow skiing and water skiing
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Berlin Perkins

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- KS
- LA
- MA
- MI
- MO
- MS
- MT
- NC
- NV
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- WA
Investment guidance based on your priorities

“With the level of responsiveness, customization and service that we provide our clients, we earn their trust each day. We view it as our duty to shepherd our clients through the investing process, always guiding them toward the right decisions at the right time.”

Madison has been in the financial services industry for nearly 20 years. During this time, he has navigated through every type of market cycle, confidently serving the complex wealth management needs of his clients. Madison joined UBS’s Private Wealth Management division in 2008 and co-founded MPS Partners in 2017.

As a former mechanical engineer, Madison developed strong problem-solving skills while designing complex ventilation and air conditioning systems. He soon realized his passion for problem-solving in the private wealth sector by helping clients make the best financial decisions and avoiding the common pitfalls that come with managing newly acquired wealth. Madison is primarily responsible for overseeing the team’s portfolio construction and management, with a focus on asset allocation and the creation of highly customized investment strategies.

Experience
- Private Wealth Advisor, UBS
- Vice President, Goldman Sachs
- Investment Management, J.C. Bradford
Credentials
- B.E., mechanical engineering and M.B.A, Vanderbilt University
- Series 7, 31 and 66 securities licenses
Life
- Enjoys coaching youth basketball and football, fishing and spending quality time with his family
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Robin Patterson

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- KS
- LA
- MA
- MI
- MO
- MS
- NC
- NV
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- WA
A personal approach to your financial life

“I strive to address clients’ concerns and answer their questions with speed and consideration. Financial topics are emotional, and I am dedicated to helping clients feel more confident.”

Working with clients for more than 20 years, Amy is keenly aware of the emotional aspects surrounding wealth management. She has a knack for understanding her clients and what it takes to satisfy all of their financial needs. With great sensitivity, Amy serves clients as their first point of contact.

Amy has deep experience in the financial services industry, which she gained while working at firms including J.P. Morgan Securities and Prudential Securities before joining UBS in 2019. She is driven to uphold the highest level of service, and clients appreciate her diligence and responsiveness.

Experience
- Senior Wealth Strategy Associate, UBS
- Client Associate, J.P. Morgan Securities
- Senior Registered Sales Associate, Prudential Securities
- Financial Advisor, Morgan Stanley
Credentials
- B.S., finance, Jacksonville State University
- Series 7, 31, 63 and 65 securities licenses
Life
- Lives in Acworth, GA with her husband, Stewart, and their son Travis, as well as multiple pets
- Enjoys reading, travel and planning creative parties
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

Who we work with

Advice tailored to your needs

Working with a small, select group of clients, we deliver high-touch and truly customized service. Our clients count on us for our trusted advice and guidance, whenever and wherever they need it.

Business owners
We help you address the full cycle of business transition needs, from early strategic thinking about a life-changing event to managing the complexities of your wealth after the close. Having helped so many owners through a business sale, we know that the decision to step away can have a powerful emotional impact, too. Beyond pre- and post-sale planning, we also help you manage through the deeply personal issues associated with exiting the business you created.

Multigenerational families
As family advisors, we recognize that managing wealth spanning several generations requires a careful approach. We help you engage in the tough conversations that truly matter such as: Where should your assets go? What kind of impact do you want to make? We have extensive experience managing the dynamics and challenges of multigenerational wealth and will work with you and your family to provide education on philanthropy and strategies for the next generation.

Women
With the increasing influence of successful women business leaders and entrepreneurs in our community, we’ve come to understand the unique challenges you face. As powerful financial advocates, we focus on your most important issues. Our advice is tailored to you and your family— as we work closely together to create and execute a comprehensive wealth plan.

Investment management

Tailor-made solutions for your objectives

With UBS’s open investment platform, we offer the widest range of financial solutions, from both within and outside the firm. Based on your specific situation, we develop a customized strategy that aligns with your objectives and comfort level with risk.

Beyond traditional investment strategies, we offer access to more sophisticated solutions for your specialized needs. As we implement your custom portfolio, we communicate regularly and make adjustments for life changes and economic conditions.

Private Wealth Management

Comprehensive planning

Custom planning approach for your priorities

As a planning-based team, our initial conversations begin by understanding your priorities and what’s on your mind. And while we’re learning more about you, we take the time to dig deeper to identify any gaps in your broader estate, insurance and tax strategies.

We talk about your wealth goals—from your lifestyle spending to your plans for your legacy and the causes you care about.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

^{Timeframes may vary. Strategies are subject to individual client goals, objectives, and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.}^{All investments involve the risk of loss, including the risk of loss of the entire investment.}

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.

Backed by the strength of UBS

A global leader in wealth management

^$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

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Your complex wealth. Our customized strategies.

David Moran

Berlin Perkins

Robin Patterson

David Moran

Berlin Perkins

Robin Patterson

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Education

Credentials

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Education

Credentials

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Who we work with

Investment management

Private Wealth Management

Comprehensive planning

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

Insights

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