Your complex wealth. Our customized strategies.

Private Wealth Management

Updated team photo

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.

  • David Moran

    David Moran

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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
    • 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

          Berlin Perkins

          Senior Vice President–Wealth Management

          Financial Advisor

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          • 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
          • 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

                Robin Patterson

                Senior Wealth Strategy Associate

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                • 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

                    Investment management

                    Private Wealth Management

                    Comprehensive planning

                    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

                    $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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