Financial planning and beyond

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Godfrey Newton Photo

    Godfrey Newton

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • MA
    • MI
    • MO
    • NC
    • NH
    • NM
    • NV
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

    As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.

          3560 Lenox Road NE
          28th Floor
          Atlanta, GA 30326
        • Casey J. Wilson Photo

          Casey J. Wilson

          Team Administrator

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • ID
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • ME
          • MI
          • MO
          • MS
          • NC
          • NJ
          • NV
          • NY
          • OH
          • SC
          • TN
          • TX
          • UT
          • VA
          • WI
          • WY

          Casey graduated with a finance degree from LeMoyne College in Syracuse, New York. After graduation Casey worked as a financial consultant from Merrill Lynch with a focus on retirement planning. In 2000 Casey moved to Atlanta, GA where he started his career at UBS Financial Services, Inc. Casey is in charge of supervising the day to day functions of the Newton Group. Casey's main focus is on developing comprehensive financial plans for the Newton Group's clients.

                3560 Lenox Rd NE
                28th Floor
                Atlanta, GA 30326

              The circular economy: What is it?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational 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