Global Access. Boutique Solutions.

Private Wealth Management

Generational Family on Beach

Financial advisory services for individuals and institutions

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.

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Sophisticated solutions for successful individuals and institutions

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.

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    Kristi Thelen, CFP, CIMA

    Senior Vice President–Wealth Management

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    • AL
    • CA
    • DC
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
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    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
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    • Barron's Top 100 Institutional Consultants, 2021, 2022, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
    • Barron's Top 50 Institutional Consultants, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
    • Forbes America’s Top Women Wealth Advisors, 2021The 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.
    • Forbes Best-in-State Wealth Advisors, 2022, 2023The 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 Women Wealth Advisors, 2021, 2022, 2023The 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.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

        Institutional consulting
        401(k) plan services
        Family Offices
        Corporate executives
        3560 Lenox Rd NE
        28th Floor
        Atlanta, GA 30326
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        Ginger Jackson Queener, CRPS

        Vice President–Wealth Management

        Financial Advisor

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        • AL
        • CA
        • DC
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        • GA
        • IL
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
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        • MT
        • NC
        • NJ
        • NM
        • NY
        • OH
        • PA
        • SC
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        • TX
        • VA
        • VT
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              Financial planning
              Education planning
              Legacy planning
              Estate planning strategies
              Investing
              Family Offices
              3560 Lenox Rd NE
              28th Floor
              Atlanta, GA 30326
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              Katie McGrath Bachmann, CFP, ChSNC

              Senior Vice President–Investments

              Financial Advisor

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              • AL
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              • GA
              • IL
              • KY
              • LA
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              • NC
              • NJ
              • NM
              • NY
              • OH
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              • TX
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              • WA
              • WI

                    Financial planning
                    Education planning
                    Philanthropy
                    Long-term care planning
                    Retirement planning
                    Investing
                    3560 Lenox Rd NE
                    28th Floor
                    Atlanta, GA 30326
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                    Kevin McGrath, CFP, ChSNC

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                    • AL
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                    • GA
                    • IL
                    • KY
                    • LA
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                    • MN
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                    • NC
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                    • NY
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                    Kevin McGrath is the founder of McGrath Consulting. He leads the team, providing 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; Atlanta and North Georgia Estate Planning Councils; Georgia Planned Giving Council; Georgia Society of Association Executives; and Association of Fundraising Professionals. 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 35 years.

                          Financial planning
                          Retirement planning
                          Long-term care planning
                          Education planning
                          Philanthropy
                          Investing
                          3560 Lenox Rd NE
                          28th Floor
                          Atlanta, GA 30326
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                          Hampton Clark, CFA ,CAIA

                          Senior Wealth Strategy Associate

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                          • AL
                          • CA
                          • DC
                          • FL
                          • GA
                          • IL
                          • KY
                          • LA
                          • MA
                          • MD
                          • MI
                          • MN
                          • MS
                          • MT
                          • NC
                          • NH
                          • NJ
                          • NM
                          • NY
                          • OH
                          • PA
                          • PR
                          • SC
                          • TN
                          • TX
                          • VA
                          • VT
                          • WA
                          • WI

                                3560 Lenox Rd NE
                                28th Floor
                                Atlanta, GA 30326
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                                Ryan Cox, CIMA

                                Senior Wealth Strategy Associate

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                                • NC
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                                • PA
                                • PR
                                • SC
                                • TN
                                • TX
                                • VA
                                • VT
                                • WA
                                • WI

                                      3560 Lenox Rd NE
                                      28th Floor
                                      Atlanta, GA 30326
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                                      Dawn McCulloh, AWMA, FPQP

                                      Wealth Management Associate

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                                      • AL
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                                      • GA
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                                      • KY
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                                      • MN
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                                      • NC
                                      • NJ
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                                      • OH
                                      • PA
                                      • PR
                                      • SC
                                      • TN
                                      • TX
                                      • VA
                                      • VT
                                      • WA
                                      • WI

                                            3560 Lenox Road NE
                                            28th Floor
                                            Atlanta, GA 30326
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                                            Carrie C. Pope

                                            Client Associate

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                                                    3560 Lenox Rd NE
                                                    28th Floor
                                                    Atlanta, GA 30326
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                                                    Brigid Mcgrath, AWMA

                                                    Client Associate

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                                                    • AL
                                                    • CA
                                                    • DC
                                                    • FL
                                                    • GA
                                                    • IL
                                                    • KY
                                                    • LA
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                                                    • MD
                                                    • MI
                                                    • MN
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                                                    • MT
                                                    • NC
                                                    • NJ
                                                    • NM
                                                    • NY
                                                    • OH
                                                    • PA
                                                    • SC
                                                    • TN
                                                    • TX
                                                    • VA
                                                    • VT
                                                    • WA
                                                    • WI

                                                          3560 Lenox Road NE
                                                          28th Floor
                                                          Atlanta, GA 30326

                                                        Focus on liquidity management

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                                                        UBS and Credit Suisse—stronger than ever

                                                        Legacy—Wealth for others

                                                        For needs that go beyond your own—to help you improve the lives of others

                                                        What will your legacy be?
                                                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                                        Learn more at ubs.com/wealthway.

                                                        Backed by the strength of UBS

                                                        A global leader in wealth management

                                                        $3.9 trillion

                                                        In invested assets globally 
                                                        As of 12/31/2022

                                                        51 countries

                                                        Our global footprint

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                                                        UBS is a world-leading wealth manager