Meet the team - OakRing Wealth Partners - Alpharetta, GA

Nicklus H. Caplenor, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AL
AR
CA
CO
CT
DC
DE
FL
GA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NM
NY
OH
OK
PA
SC
TN
TX
VA
VT
WA
WI

Nicklus H. Caplenor, CFP

Recognized as an industry leader:

Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

Nicklus H. Caplenor, CFP

Credentials

CERTIFIED FINANCIAL PLANNER®

Nicklus H. Caplenor, CFP

One Union Square
Suite 100
Chattanooga, TN 37402

(423) 757-7639

Email Me

Nicklus H. Caplenor, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AL
AR
CA
CO
CT
DC
DE
FL
GA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NM
NY
OH
OK
PA
SC
TN
TX
VA
VT
WA
WI

Recognized as an industry leader:

Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

Credentials

CERTIFIED FINANCIAL PLANNER®

One Union Square
Suite 100
Chattanooga, TN 37402

(423) 757-7639

Email Me

John Coleman, CFP®

First Vice President–Wealth Management

Senior Wealth Strategy Associate

Registered States:

AL
AR
CA
CO
CT
DC
DE
FL
GA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NY
OH
PA
SC
TN
TX
VA
VT
WY

John Coleman, CFP®

12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

(678) 518-3621

Email Me

John Coleman, CFP®

First Vice President–Wealth Management

Senior Wealth Strategy Associate

Registered States:

AL
AR
CA
CO
CT
DC
DE
FL
GA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NY
OH
PA
SC
TN
TX
VA
VT
WY

12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

(678) 518-3621

Email Me

Daniel Johnson Dean, CFP®

Senior Vice President–Wealth Management

Financial Advisor

B.A. from Huntingdon College
CERTIFIED FINANCIAL PLANNER TM practitioner
Business Focus:
- Retirement Income Planning
- Wealth Management for Individuals
- Small Business & Corporate Retirement Plans
- Co-portfolio manager emphasizing security selection and analysis
Member of Canterbury UMC
Junior Board Member of Mitchell's Place
Jimmy Hitchcock Memorial Award Selection Committee Member
Former board member for the Montgomery Capital Rotary Club
Played basketball and tennis in college
Married to Elizabeth Welden Dean and have 4 daughters

Registered States:

AL
AZ
CA
CO
CT
DC
DE
FL
GA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NM
NV
NY
OH
OK
OR
PA
SC
SD
TN
TX
VA
VT
WA
WI
WV

Daniel Johnson Dean, CFP®

Recognized as an industry leader:

Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

Daniel Johnson Dean, CFP®

4001 Carmichael Road Suite 400
Montgomery, AL 36106

(205) 414-1514

Email Me

Daniel Johnson Dean, CFP®

Senior Vice President–Wealth Management

Financial Advisor

B.A. from Huntingdon College
CERTIFIED FINANCIAL PLANNER TM practitioner
Business Focus:
- Retirement Income Planning
- Wealth Management for Individuals
- Small Business & Corporate Retirement Plans
- Co-portfolio manager emphasizing security selection and analysis
Member of Canterbury UMC
Junior Board Member of Mitchell's Place
Jimmy Hitchcock Memorial Award Selection Committee Member
Former board member for the Montgomery Capital Rotary Club
Played basketball and tennis in college
Married to Elizabeth Welden Dean and have 4 daughters

Registered States:

AL
AZ
CA
CO
CT
DC
DE
FL
GA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NM
NV
NY
OH
OK
OR
PA
SC
SD
TN
TX
VA
VT
WA
WI
WV

Recognized as an industry leader:

Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

4001 Carmichael Road Suite 400
Montgomery, AL 36106

(205) 414-1514

Email Me

Christopher A. Dubberly, CPM®

Senior Vice President–Wealth Management

Financial Advisor

35 year veteran of the securities industry
B.S. from the University of Alabama
M.S. from the University of Alabama at Birmingham
Certified Portfolio Manager - Columbia University CPM® Program
Business Focus:
- Discretionary custom portfolio management
- Risk management portfolio strategies for retirees
- Adheres to a disciplined process that delivers consistent yet customized wealth management process
Montgomery Rotary Club
Jackson Hospital Foundation Board Member
Enjoys running, tennis, and golf

Registered States:

AL
AZ
FL
GA
IN
KY
NC
SC
TN
TX
VA
WV

Christopher A. Dubberly, CPM®

Home Worker AL
Home Worker AL, AL 000

(334) 260-3906

Email Me

Christopher A. Dubberly, CPM®

Senior Vice President–Wealth Management

Financial Advisor

35 year veteran of the securities industry
B.S. from the University of Alabama
M.S. from the University of Alabama at Birmingham
Certified Portfolio Manager - Columbia University CPM® Program
Business Focus:
- Discretionary custom portfolio management
- Risk management portfolio strategies for retirees
- Adheres to a disciplined process that delivers consistent yet customized wealth management process
Montgomery Rotary Club
Jackson Hospital Foundation Board Member
Enjoys running, tennis, and golf

Registered States:

AL
AZ
FL
GA
IN
KY
NC
SC
TN
TX
VA
WV

Home Worker AL
Home Worker AL, AL 000

(334) 260-3906

Email Me

Leah Dubberly, CFP

Senior Vice President–Wealth Management

Financial Advisor

35 year career
Background spans being a business owner, marketing executive, PAC fundraiser, and Capitol Hill congressional Staffer
B.A. from Samford University
Attended business school at Loyola University in New Orleans
CERTIFIED FINANCIAL PLANNER™ practitioner
Certified Divorce Financial Analyst
Business Focus:
- Works with multi-generational families seeking premier wealth management guidance
- Fee based financial planning for high-net worth families
- Small business solutions
- Risk management strategies with insurance
President of the Auburn University Women's Philanthropy Board
Volunteers on the Board of Directors for Saint James School
Past Vestry Member of Christchurch Anglican Communion
Loves jazz and classical music
Enjoys cooking for friends and clients

Registered States:

AL
AZ
FL
GA
IN
KY
NC
SC
TN
TX
VA
WV

Leah Dubberly, CFP

Recognized as an industry leader:

Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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.

Leah Dubberly, CFP

Home Worker AL
Home Worker AL, AL 000

(334) 260-3907

Email Me

Leah Dubberly, CFP

Senior Vice President–Wealth Management

Financial Advisor

35 year career
Background spans being a business owner, marketing executive, PAC fundraiser, and Capitol Hill congressional Staffer
B.A. from Samford University
Attended business school at Loyola University in New Orleans
CERTIFIED FINANCIAL PLANNER™ practitioner
Certified Divorce Financial Analyst
Business Focus:
- Works with multi-generational families seeking premier wealth management guidance
- Fee based financial planning for high-net worth families
- Small business solutions
- Risk management strategies with insurance
President of the Auburn University Women's Philanthropy Board
Volunteers on the Board of Directors for Saint James School
Past Vestry Member of Christchurch Anglican Communion
Loves jazz and classical music
Enjoys cooking for friends and clients

Registered States:

AL
AZ
FL
GA
IN
KY
NC
SC
TN
TX
VA
WV

Recognized as an industry leader:

Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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.

Home Worker AL
Home Worker AL, AL 000

(334) 260-3907

Email Me

Lee Friedman, CFP

Senior Vice President–Wealth Management

Financial Advisor

BBA from Goizueta Business School at Emory University
CERTIFIED FINANCIAL PLANNER™ practitioner
Corporate Stock Benefit Consultant
Business Focus
- Financial Planning for high net-worth families and those looking to build their wealth
- Retirement income planning for those approach and living in retirement
- Custom Portfolio Management
Emory tennis team national champion
California Insurance License: 0F30916

Registered States:

AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
NC
NJ
NM
NV
NY
OH
OK
OR
PA
PR
SC
TN
TX
VA
VT
WA
WI

Lee Friedman, CFP

Recognized as an industry leader:

Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

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.

Lee Friedman, CFP

Credentials

CERTIFIED FINANCIAL PLANNER®
Corporate Stock Benefit Consultant

Lee Friedman, CFP

12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

(678) 518-3635

Email Me

Lee Friedman, CFP

Senior Vice President–Wealth Management

Financial Advisor

BBA from Goizueta Business School at Emory University
CERTIFIED FINANCIAL PLANNER™ practitioner
Corporate Stock Benefit Consultant
Business Focus
- Financial Planning for high net-worth families and those looking to build their wealth
- Retirement income planning for those approach and living in retirement
- Custom Portfolio Management
Emory tennis team national champion
California Insurance License: 0F30916

Registered States:

AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
NC
NJ
NM
NV
NY
OH
OK
OR
PA
PR
SC
TN
TX
VA
VT
WA
WI

Recognized as an industry leader:

Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

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.

Credentials

CERTIFIED FINANCIAL PLANNER®
Corporate Stock Benefit Consultant

12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

(678) 518-3635

Email Me

Kevin N. Haynes, CFP®, CRPS®

Senior Vice President–Wealth Management

Financial Advisor

B.S. in Finance from Auburn University
CERTIFIED FINANCIAL PLANNER™ practitioner
Senior Portfolio Manager
Business Focus
- Institutional investing
- Financial planning for high net-worth families
- Retirement income planning for those approaching and living in retirement
Habitat for Humanity Montgomery Board Member
Estate Planning Council of Montgomery Board Member
First United Methodist Church of Montgomery Past Board Member

Registered States:

AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NM
NV
NY
OH
OK
PA
SC
TN
TX
UT
VA
VT
WA
WV

Kevin N. Haynes, CFP®, CRPS®

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

Kevin N. Haynes, CFP®, CRPS®

4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

Kevin N. Haynes, CFP®, CRPS®

Senior Vice President–Wealth Management

Financial Advisor

B.S. in Finance from Auburn University
CERTIFIED FINANCIAL PLANNER™ practitioner
Senior Portfolio Manager
Business Focus
- Institutional investing
- Financial planning for high net-worth families
- Retirement income planning for those approaching and living in retirement
Habitat for Humanity Montgomery Board Member
Estate Planning Council of Montgomery Board Member
First United Methodist Church of Montgomery Past Board Member

Registered States:

AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NM
NV
NY
OH
OK
PA
SC
TN
TX
UT
VA
VT
WA
WV

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

Kevin Townsend King, CFP®

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AL
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NE
NJ
NM
NV
NY
OH
OK
OR
PA
SC
TN
TX
UT
VA
VT
WA
WV

Kevin Townsend King, CFP®

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

Kevin Townsend King, CFP®

One Union Square
Suite 100
Chattanooga, TN 37402

(423) 757-7617

Email Me

Kevin Townsend King, CFP®

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AL
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NE
NJ
NM
NV
NY
OH
OK
OR
PA
SC
TN
TX
UT
VA
VT
WA
WV

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

One Union Square
Suite 100
Chattanooga, TN 37402

(423) 757-7617

Email Me

Peter Stephen Knoop II

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
NC
NJ
NM
NV
NY
OH
OK
PA
PR
SC
TN
TX
VA
VT
WA
WI

Peter Stephen Knoop II

Recognized as an industry leader:

Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

Peter Stephen Knoop II

One Union Square
Suite 100
Chattanooga, TN 37402

(423) 757-7628

Email Me

Peter Stephen Knoop II

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
NC
NJ
NM
NV
NY
OH
OK
PA
PR
SC
TN
TX
VA
VT
WA
WI

Recognized as an industry leader:

Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

One Union Square
Suite 100
Chattanooga, TN 37402

(423) 757-7628

Email Me

David A. Saltzman, CFP, CIMA, CRPC

Managing Director–Wealth Management

Financial Advisor

California License: 0C49425

Registered States:

AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NM
NV
NY
OH
OK
PA
PR
SC
TN
TX
VA
VT
WA

David A. Saltzman, CFP, CIMA, CRPC

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

David A. Saltzman, CFP, CIMA, CRPC

12600 Deerfield Parkway, #400
Alpharetta, GA 30004

(678) 518-3629

Email Me

David A. Saltzman, CFP, CIMA, CRPC

Managing Director–Wealth Management

Financial Advisor

California License: 0C49425

Registered States:

AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NM
NV
NY
OH
OK
PA
PR
SC
TN
TX
VA
VT
WA

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

12600 Deerfield Parkway, #400
Alpharetta, GA 30004

(678) 518-3629

Email Me

Leonard M. Starr, CIMA®, CRPS

Senior Vice President–Wealth Management

Financial Advisor

B. A. from Eastern Kentucky University
MBA in Finance from Vanderbilt University, Owen Graduate School of Management
Certified Investment Management Analyst (CIMA®)
Certified Retirement Plan Specialist (CRPS®)
Corporate Stock Benefit Consultant
Business Focus:
- Retirement Planning Consulting
- Corporate Equity Award Plans
- Financial and Retirement Planning
Past Board Member of The Atlanta Academy

Registered States:

AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VA
VI
VT
WA
WI
WV
WY

Leonard M. Starr, CIMA®, CRPS

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

(404) 760-3312

Email Me

Leonard M. Starr, CIMA®, CRPS

Senior Vice President–Wealth Management

Financial Advisor

B. A. from Eastern Kentucky University
MBA in Finance from Vanderbilt University, Owen Graduate School of Management
Certified Investment Management Analyst (CIMA®)
Certified Retirement Plan Specialist (CRPS®)
Corporate Stock Benefit Consultant
Business Focus:
- Retirement Planning Consulting
- Corporate Equity Award Plans
- Financial and Retirement Planning
Past Board Member of The Atlanta Academy

Registered States:

AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VA
VI
VT
WA
WI
WV
WY

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

(404) 760-3312

Email Me

Carl R. Watson

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AL
AZ
CA
CO
CT
DC
DE
FL
GA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NM
NV
NY
OH
OK
PA
SC
TN
TX
VA
VT
WA

Carl R. Watson

4001 Carmichael Road
Suite 400
Montgomery, AL 36106

(334) 260-3903

Email Me

Carl R. Watson

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AL
AZ
CA
CO
CT
DC
DE
FL
GA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NM
NV
NY
OH
OK
PA
SC
TN
TX
VA
VT
WA

4001 Carmichael Road
Suite 400
Montgomery, AL 36106

(334) 260-3903

Email Me

Experience

Nicklus H. Caplenor, CFP

Nicklus H. Caplenor, CFP

Nicklus H. Caplenor, CFP

Nicklus H. Caplenor, CFP

Nicklus H. Caplenor, CFP

John Coleman, CFP®

John Coleman, CFP®

John Coleman, CFP®

Daniel Johnson Dean, CFP®

Daniel Johnson Dean, CFP®

Daniel Johnson Dean, CFP®

Daniel Johnson Dean, CFP®

Christopher A. Dubberly, CPM®

Christopher A. Dubberly, CPM®

Christopher A. Dubberly, CPM®

Leah Dubberly, CFP

Leah Dubberly, CFP

Leah Dubberly, CFP

Leah Dubberly, CFP

Lee Friedman, CFP

Lee Friedman, CFP

Lee Friedman, CFP

Lee Friedman, CFP

Lee Friedman, CFP

Kevin N. Haynes, CFP®, CRPS®

Kevin N. Haynes, CFP®, CRPS®

Kevin N. Haynes, CFP®, CRPS®

Kevin N. Haynes, CFP®, CRPS®

Kevin Townsend King, CFP®

Kevin Townsend King, CFP®

Kevin Townsend King, CFP®

Kevin Townsend King, CFP®

Peter Stephen Knoop II

Peter Stephen Knoop II

Peter Stephen Knoop II

Peter Stephen Knoop II

David A. Saltzman, CFP, CIMA, CRPC

David A. Saltzman, CFP, CIMA, CRPC

David A. Saltzman, CFP, CIMA, CRPC

David A. Saltzman, CFP, CIMA, CRPC

Leonard M. Starr, CIMA®, CRPS

Leonard M. Starr, CIMA®, CRPS

Leonard M. Starr, CIMA®, CRPS

Carl R. Watson

Carl R. Watson

Carl R. Watson

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Education

Credentials

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Education

Credentials

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