$2.8 trillion
In invested assets globally
As of 06/30/2022
Private Wealth Management
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.
•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
• 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
• 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
•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
• 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
• 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
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
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
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.
What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.
UBS Wealth Management is solely dedicated to serving the complex needs of highly successful individuals and families. This access, combined with our years of experience, puts us in the position to help you seize opportunities and meet the financial challenges you may face.
We provide access to the stability, institutional knowledge and expertise of UBS, one of the largest wealth managers in the world:
Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.
$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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