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
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MI
    • NC
    • NM
    • NV
    • NY
    • 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
          godfrey.newton@ubs.com
          Godfrey Newton
          3560 Lenox Road NE,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
                casey.wilson@ubs.com
                Casey J. Wilson
                3560 Lenox Rd NE,Atlanta,GA,30326
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              UBS Year Ahead 2025

              Roaring 20s: The next stage

              Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

              A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

              Read the report

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