Global access. Strategic solutions.

Private Wealth Management

Low Angle View Of Suspension Bridge

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. 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.

The Olmsted Belton Team
  • Michael Olmsted Profile Photo

    Michael Olmsted

    Managing Director–Wealth Management

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    • AL
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
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    • UT
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    • WA
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    • WY
    • More than 28 years experience in the financial services industry
    • Credit Suisse 1995–2015 and joined UBS in December of 2015
    • Focus: Specializes in asset allocation modeling and long only manager due-diligence and selection for our clients. He also heads our institutional research efforts.
    • Lives in Milton GA with his wife, Dawn, and four children
    • B.A. in Finance from Texas A&M and MBA from University of Florida
    • Actively involved in youth sports
    • Member of North Point Community Church
    • Holds Series 7 and 63 and 65 licenses

      • Texas A&M, B.A. Finance
      • University of Florida, M.B.A.
        3280 Peachtree Road NE
        21st floor
        Atlanta, GA 30305
      • Lindsay Paugh Profile Photo

        Lindsay Belton Paugh, CFA

        Senior Vice President–Wealth Management

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        • DC
        • DE
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        • GA
        • ID
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NE
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WY
        • More than 19 years experience in the financial services industry
        • Credit Suisse 2002–2015 and joined UBS in December 2015
        • Focus: Lindsay specializes in asset allocation modeling and portfolio construction for our clients. She is also responsible for trading and execution for our family office and institutional clients.
        • Philanthropy: Lindsay is actively involved in her church and also donates her time at various organizations throughout the Atlanta community.
        • Lindsay is a CFA Charterholder and a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals
        • Lives in Atlanta with her husband, Brian
        • BBA from Emory University and MBA in Capital Markets from Emory's Goizueta Business School
        • Holds Series 7 and 63 and 66 licenses

          • Emory University, B.B.A.
          • Emory's Goizueta Business School, M.B.A. Capital Markets
          • Chartered Financial Analyst®
          3280 Peachtree Road NE
          21st floor
          Atlanta, GA 30305
        • Carrie Viberg Profile Photo

          Carrie Viberg

          Senior Wealth Strategy Associate

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          • AL
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          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • MI
          • MN
          • MS
          • MT
          • NC
          • NE
          • NJ
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WY
          • More than 20 years experience in the financial services industry
          • Credit Suisse 1999 – 2016 and joined UBS in August 2016
          • Focus: Carrie's focus is operations and client administration.  She also assists with trading, banking and lending
          • Philanthropy: Carrie is passionate about helping children and animals. She donates her time to various organizations throughout the Atlanta community.
          • Lives in Atlanta with her husband, Erik, and two daughters
          • B.S. in Marketing and Operations Management from Indiana University and MBA in Finance from Emory's Goizueta Business School 
          • Holds Series 7, 9, 10, 63 and 65 licenses

           

           

            • Indiana University, B.S. Marketing and Operations Management
            • Emory's Goizueta Business School, M.B.A. Finance
              3280 Peachtree Road NE
              21st floor
              Atlanta, GA 30305
            • Alyssa Xedus Profile Photo

              Alyssa Xedus

              Wealth Strategy Associate

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              • AK
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              • CT
              • DC
              • DE
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              • 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
              • VT
              • WA
              • WI
              • WV
              • WY

              •JP Morgan Securities 2019 –2021 and joined UBS in March of 2021
              •Focus: Alyssa’s focus is operations and client administration. She also assists with analytics, trading and execution.
              •Philanthropy: Volunteer for Special Olympics Georgia and the Atlanta Humane Society
              •Member of Atlanta Lawn Tennis Association (ALTA) and the United States Tennis Association (USTA)
              •Lives in Atlanta
              •B.A. in Political Science with a certificate in International Relations from the University of Florida
              •Holds Series 7 and 66 licenses

                • University of Florida, B.A. in Political Science with a certificate in International Relations
                  3280 Peachtree Road NE
                  21st floor
                  Atlanta, GA 30305
                • Pamela Irwin

                  Pamela Irwin

                  Client Associate

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                  • AL
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                  • CA
                  • CO
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                  • DC
                  • DE
                  • FL
                  • GA
                  • ID
                  • IL
                  • IN
                  • KY
                  • LA
                  • MA
                  • MD
                  • MI
                  • MN
                  • MS
                  • MT
                  • NC
                  • NE
                  • NJ
                  • NY
                  • OH
                  • OR
                  • PA
                  • RI
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • VT
                  • WA

                  • Brings to this new role 18 years of combined association management experience with technology companies and real estate
                  • Focus: Pam's focus is operations and client administration
                  • Philanthropy: Volunteer and member of the Atlanta Amateur Hockey League (AAHL), serves at her church, and spends time volunteering with the
                  Atlanta Humane Society
                  • Lives in Atlanta with her cat Seuss
                  • Holds Series 7 license

                        3280 Peachtree Road NE
                        21st floor
                        Atlanta, GA 30305
                      • Cameron Meares

                        Cameron Meares

                        Client Associate

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                        • GA

                        • Joined the team in December of 2020
                        • Focus: Portfolio modeling and research
                        • Recently moved to Atlanta
                        • B. S. in Finance and Risk Management & Insurance from University of South Carolina
                        • CFA Level 1 Candidate
                        • Holds Series 7 license and 66 licenses

                          • University of South Carolina, B.S. in Finance and Risk Management & Insurance
                            3280 Peachtree Road NE
                            21st floor
                            Atlanta, GA 30305

                          Private Wealth Management

                          As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                          Wealth, from your point of view

                          Accessing resources. Delivering solutions.

                          Accessing resources. Delivering solutions.

                          Family offices

                          Family offices

                          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

                          Insights