$5.8+ trn
UBS Group invested assets
As of 03/31/2024
When it comes to your family, your employees or your organization, you have important goals and specific concerns. You need the guidance of an experienced advisor or Institutional Consultant, backed by the resources of a global wealth manager.
Our teams mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. We draw on our own knowledge and industry designations, as well as the full capabilities of UBS, to design creative strategies that reflect your unique situation.
One Wealth Consulting Services team-based approach helps our clients navigate the ever-changing world and complex financial landscape by delivering comprehensive advice and customized financial strategies.
Kristi Thelen is an Senior Institutional Consultant for UBS in Atlanta, Georgia. Since joining the firm in 2000, she has assisted our institutional clients with investment policy, asset allocation, investment search and selection, as well as performance monitoring. She is responsible for relationship management and business development.
Mrs. Thelen holds an MBA from Georgia State University. She is a Certified Financial PlannerTM and a Certified Investment Management Analyst®, a designation obtained through the University of Pennsylvania's Wharton School of Business. Kristi is a current member of the Investment Management Consultant's Association (IMCA®).
Kristi resides in Atlanta with her husband, Garon, and their two children.
UBS Institutional Consulting - Atlanta Website https://advisors.ubs.com/ubsinstitutionalconsultingatlanta/
Ginger has over three decades of experience in the financial services industry, starting at J.C. Bradford & Co. through the PaineWebber and UBS mergers. She has been the recipient of the 2002 Central Division Award for Outstanding Achievement and the 2014 Global Employee Volunteer Award. Prior to becoming a Financial Advisor, she was a Senior Registered Client Service Associate. She holds NASD Series 7, 63 and 65 securities licenses, is licensed for life, accident and health in several states and holds the designation of Chartered Retirement Plans Specialist. She is passionate about working with high net worth and ultra-high net worth multi-generational families and non-profit institutions.
Ginger is originally from Charlotte, Tennessee, but Newnan, Georgia has been home since 2008. She resides here with her husband Stanley and their two cats – Peanut and Hemingway. Ginger and her husband have a passion for Harley’s, especially long distance trips. When she is not traveling, she is very active in her community. Ginger is Past President of the Rotary Club of Senoia where she lead the Club to Club of The Year and received the prestigious Sheffield Award for Leadership for Rotary District 6900 Category I Clubs. She has served as Rotary District 6900 Secretary for 2014-2015, Assistant District Governor for 2015-2016, is a multiple Paul Harris Fellow and has been the recipient of the Rotary Club of Newnan’s 2019-2020 Brigadier General Rob Tornow Service Above Self Award and was the President’s Cup winner in 2018-2019. She currently serves as the Treasurer for the Rotary Club of Newnan and has also served her community as a Past Chairman of The Coweta Community Foundation and the Newnan Coweta Boys and Girls Club.
Katie Bachmann provides financial planning, investment research and relationship management support to One Wealth Consulting. A CERTIFIED FINANCIAL PLANNER™ professional and Chartered Special Needs Consultant®, she has earned the Series 7 and Series 66 security licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses.
Dedicated to professional proficiency, Katie is a member of Financial Planning Association of Georgia and Academy of Special Needs Planners. She volunteers as an American Cancer Society National Professional Advisor, Children's Healthcare of Atlanta Legacy Advisor and serves on the American Parkinson Disease Association – Georgia board. Katie also served on the Young Alumni Board for the College of Business at Georgia Southern University.
Katie is a summa cum laude graduate of Georgia Southern University where she earned a degree in Business Administration and was named the Top Marketing Scholar. While at Georgia Southern University, she was a member of the Pi Chi Panhellenic Council and a leader of the Zeta Tau Alpha Fraternity.
Katie resides in Dunwoody, GA with her husband, Chris, and their son.
Kevin McGrath provides financial and special needs planning advice and portfolio consulting. After retiring from the United States Marine Corps in 1994 as a selected Lieutenant Colonel, where he flew A-4M Skyhawks, Kevin joined UBS Financial Services Inc. He is a graduate of the University of South Carolina.
A CERTIFIED FINANCIAL PLANNER™ and Chartered Special Needs Consultant®, Kevin holds Series 7, 8, 63 and 65 securities licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses. He maintains active membership in the Financial Planning Association of Georgia; Academy of Special Needs Planners; and Atlanta and North Georgia Estate Planning Councils. He is a graduate of the Philanthropic Advisor Leadership Institute (PALI). Kevin volunteers as an American Cancer Society National Professional Advisor, Children's Healthcare of Atlanta Legacy Advisor and as a mentor to transitioning veterans with American Corporate Partners.
An avid fly fisherman, Kevin holds several International Game Fish Association (IGFA) world records. While active in Trout Unlimited, he has served in numerous leadership roles including the Chairman of the Georgia Council of Trout Unlimited’s Back-the-Brookie Program and President of the Upper Chattahoochee Chapter of Trout Unlimited. Kevin has been honored with several sporting and conservation awards, including being named a Field & Stream Magazine Hero of Conservation. He is also an International Federation of Fly Fishers Certified Fly Casting Instructor. Kevin and his wife reside in Roswell, GA. They have been married 40 years.
Hampton joined UBS in 2021. He is a graduate from the University of Georgia with a BBA in Finance . Holds Chartered Financial Analyst® (CFA®) designation and Chartered Alternative Investment Analyst® (CAIA®). Previous work experience includes AIG Capital Services and BankSouth. Day to day includes performance reports, manager and investment research, and portfolio construction. Hampton helps with the daily monitoring of Institutional Accounts and Investment process and decisions. He is an avid outdoorsman, golfer, and enjoys rooting on the Georgia Bulldawgs.
Ryan is an Institutional Analyst and Senior Wealth Strategy Associate who joined UBS in 2017. Splitting his time between Institutional Consulting and Wealth Management, Ryan specializes in all aspects of portfolio management: development of an investment policy statement (IPS), asset allocation strategy based on client risk-tolerance, investment manager analysis and selection, portfolio construction, portfolio rebalancing, and ongoing portfolio monitoring.
Ryan graduated from the University of Georgia in 2013 and is an active alumni. After receiving his Bachelors of Science in Finance he pursued a career in the investment industry. Prior to joining UBS he worked as a senior investment associate focused on investment selection, menu construction and monitoring at CAPTRUST Financial Advisors. His primary focus was growing the discretionary 3(38) fiduciary investment program and leading the firms efforts in due diligence of target-date-fund families during his tenure. He holds series 7 and 66 licenses and the Certified Investment Management Analyst (CIMA ®) designation.
Ryan resides in Atlanta with his wife, Kristin. He is an avid golfer and home-cook enthusiast.
Brigid McGrath began her career at UBS in June 2021. She works closely with the team to provide planning, operational, and administrative support. Brigid enhances the client experience by problem solving, anticipating client needs, and delivering exceptional service. A Chartered Financial Consultant®, she has earned the Series 7 and Series 66 security licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses.
Dedicated to professional proficiency, she is a member of Financial Planning Association of Georgia.
Brigid is a magna cum laude graduate of Georgia Southern University where she earned a BBA in Finance. While at Georgia Southern University, she was a member of the Zeta Tau Alpha Fraternity.
Brigid resides in Brookhaven, GA.
Carrie has over 15 years of experience in the financial services industry. She began working for PaineWebber/UBS in 1994 in the Bay Area of California. She met her husband, Chuck, in 1996, and the two of them moved to Atlanta, Georgia. She began working with the UBS Institutional Consultant Group out of the midtown office in Atlanta. During her time with this group she was an Investment Associate to the group’s institutional clients and high net worth individual (family) clients. She serviced pension plans, employee-sponsored retirement plans, trusts, endowments and foundations with investment policy, asset allocation, performance monitoring and all service related needs. Carrie, her husband and boys reside in Roswell.
Kristi Thelen is an Senior Institutional Consultant for UBS in Atlanta, Georgia. Since joining the firm in 2000, she has assisted our institutional clients with investment policy, asset allocation, investment search and selection, as well as performance monitoring. She is responsible for relationship management and business development.
Mrs. Thelen holds an MBA from Georgia State University. She is a Certified Financial PlannerTM and a Certified Investment Management Analyst®, a designation obtained through the University of Pennsylvania's Wharton School of Business. Kristi is a current member of the Investment Management Consultant's Association (IMCA®).
Kristi resides in Atlanta with her husband, Garon, and their two children.
UBS Institutional Consulting - Atlanta Website https://advisors.ubs.com/ubsinstitutionalconsultingatlanta/
Ginger has over three decades of experience in the financial services industry, starting at J.C. Bradford & Co. through the PaineWebber and UBS mergers. She has been the recipient of the 2002 Central Division Award for Outstanding Achievement and the 2014 Global Employee Volunteer Award. Prior to becoming a Financial Advisor, she was a Senior Registered Client Service Associate. She holds NASD Series 7, 63 and 65 securities licenses, is licensed for life, accident and health in several states and holds the designation of Chartered Retirement Plans Specialist. She is passionate about working with high net worth and ultra-high net worth multi-generational families and non-profit institutions.
Ginger is originally from Charlotte, Tennessee, but Newnan, Georgia has been home since 2008. She resides here with her husband Stanley and their two cats – Peanut and Hemingway. Ginger and her husband have a passion for Harley’s, especially long distance trips. When she is not traveling, she is very active in her community. Ginger is Past President of the Rotary Club of Senoia where she lead the Club to Club of The Year and received the prestigious Sheffield Award for Leadership for Rotary District 6900 Category I Clubs. She has served as Rotary District 6900 Secretary for 2014-2015, Assistant District Governor for 2015-2016, is a multiple Paul Harris Fellow and has been the recipient of the Rotary Club of Newnan’s 2019-2020 Brigadier General Rob Tornow Service Above Self Award and was the President’s Cup winner in 2018-2019. She currently serves as the Treasurer for the Rotary Club of Newnan and has also served her community as a Past Chairman of The Coweta Community Foundation and the Newnan Coweta Boys and Girls Club.
Katie Bachmann provides financial planning, investment research and relationship management support to One Wealth Consulting. A CERTIFIED FINANCIAL PLANNER™ professional and Chartered Special Needs Consultant®, she has earned the Series 7 and Series 66 security licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses.
Dedicated to professional proficiency, Katie is a member of Financial Planning Association of Georgia and Academy of Special Needs Planners. She volunteers as an American Cancer Society National Professional Advisor, Children's Healthcare of Atlanta Legacy Advisor and serves on the American Parkinson Disease Association – Georgia board. Katie also served on the Young Alumni Board for the College of Business at Georgia Southern University.
Katie is a summa cum laude graduate of Georgia Southern University where she earned a degree in Business Administration and was named the Top Marketing Scholar. While at Georgia Southern University, she was a member of the Pi Chi Panhellenic Council and a leader of the Zeta Tau Alpha Fraternity.
Katie resides in Dunwoody, GA with her husband, Chris, and their son.
Kevin McGrath provides financial and special needs planning advice and portfolio consulting. After retiring from the United States Marine Corps in 1994 as a selected Lieutenant Colonel, where he flew A-4M Skyhawks, Kevin joined UBS Financial Services Inc. He is a graduate of the University of South Carolina.
A CERTIFIED FINANCIAL PLANNER™ and Chartered Special Needs Consultant®, Kevin holds Series 7, 8, 63 and 65 securities licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses. He maintains active membership in the Financial Planning Association of Georgia; Academy of Special Needs Planners; and Atlanta and North Georgia Estate Planning Councils. He is a graduate of the Philanthropic Advisor Leadership Institute (PALI). Kevin volunteers as an American Cancer Society National Professional Advisor, Children's Healthcare of Atlanta Legacy Advisor and as a mentor to transitioning veterans with American Corporate Partners.
An avid fly fisherman, Kevin holds several International Game Fish Association (IGFA) world records. While active in Trout Unlimited, he has served in numerous leadership roles including the Chairman of the Georgia Council of Trout Unlimited’s Back-the-Brookie Program and President of the Upper Chattahoochee Chapter of Trout Unlimited. Kevin has been honored with several sporting and conservation awards, including being named a Field & Stream Magazine Hero of Conservation. He is also an International Federation of Fly Fishers Certified Fly Casting Instructor. Kevin and his wife reside in Roswell, GA. They have been married 40 years.
Hampton joined UBS in 2021. He is a graduate from the University of Georgia with a BBA in Finance . Holds Chartered Financial Analyst® (CFA®) designation and Chartered Alternative Investment Analyst® (CAIA®). Previous work experience includes AIG Capital Services and BankSouth. Day to day includes performance reports, manager and investment research, and portfolio construction. Hampton helps with the daily monitoring of Institutional Accounts and Investment process and decisions. He is an avid outdoorsman, golfer, and enjoys rooting on the Georgia Bulldawgs.
Ryan is an Institutional Analyst and Senior Wealth Strategy Associate who joined UBS in 2017. Splitting his time between Institutional Consulting and Wealth Management, Ryan specializes in all aspects of portfolio management: development of an investment policy statement (IPS), asset allocation strategy based on client risk-tolerance, investment manager analysis and selection, portfolio construction, portfolio rebalancing, and ongoing portfolio monitoring.
Ryan graduated from the University of Georgia in 2013 and is an active alumni. After receiving his Bachelors of Science in Finance he pursued a career in the investment industry. Prior to joining UBS he worked as a senior investment associate focused on investment selection, menu construction and monitoring at CAPTRUST Financial Advisors. His primary focus was growing the discretionary 3(38) fiduciary investment program and leading the firms efforts in due diligence of target-date-fund families during his tenure. He holds series 7 and 66 licenses and the Certified Investment Management Analyst (CIMA ®) designation.
Ryan resides in Atlanta with his wife, Kristin. He is an avid golfer and home-cook enthusiast.
Brigid McGrath began her career at UBS in June 2021. She works closely with the team to provide planning, operational, and administrative support. Brigid enhances the client experience by problem solving, anticipating client needs, and delivering exceptional service. A Chartered Financial Consultant®, she has earned the Series 7 and Series 66 security licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses.
Dedicated to professional proficiency, she is a member of Financial Planning Association of Georgia.
Brigid is a magna cum laude graduate of Georgia Southern University where she earned a BBA in Finance. While at Georgia Southern University, she was a member of the Zeta Tau Alpha Fraternity.
Brigid resides in Brookhaven, GA.
Carrie has over 15 years of experience in the financial services industry. She began working for PaineWebber/UBS in 1994 in the Bay Area of California. She met her husband, Chuck, in 1996, and the two of them moved to Atlanta, Georgia. She began working with the UBS Institutional Consultant Group out of the midtown office in Atlanta. During her time with this group she was an Investment Associate to the group’s institutional clients and high net worth individual (family) clients. She serviced pension plans, employee-sponsored retirement plans, trusts, endowments and foundations with investment policy, asset allocation, performance monitoring and all service related needs. Carrie, her husband and boys reside in Roswell.
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.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Coordinating with retirement plan sponsors, executive management, plan trustees, committees and external advisors, we can provide strategic guidance, education and investment oversight to support your regulatory governance. In addition, we develop financial wellness education for employees at all levels of your organization.
Talking about future financial responsibility can be an emotional and challenging topic for families. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.
But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets. No matter what's happening in the markets, at home or throughout the world, we're with you and your family.
What’s really important to you—today and for the long term? UBS Wealth Way 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.
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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager