Global access. Boutique solutions.

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.

We're ready to listen.

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.

Kristi Thelen, CFP, CIMA

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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/
- 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 America's Top Women Wealth Advisors Best-in-State, 2021, 2022, 2023, 2024The 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, 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.
- 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.
- Georgia State University, MBA: 1997 - 1999
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Endowment & Foundation Consultant
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Consultant
Institutional consulting

401(k) plan services

Family Offices

Corporate executives

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
Ginger Jackson Queener, CRPS

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
- Chartered Retirement Planning Counselor
- Series 7 (General Securities Representative); Series 66 (Uniform Combined State Law Examination)
- Life Insurance; Variable products; Accident & Sickness; Long-Term Care and Partnership Program
Long-term care planning

Philanthropy

Legacy planning

Women investors

Multi-generational families

Retirement Plan consulting

Retirement planning

Financial planning

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
Katie McGrath Bachmann, CFP, ChSNC

Senior Vice President–Investments

Financial Advisor
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
- Georgia Southern University, Business Administration, summa cum laude
- CERTIFIED FINANCIAL PLANNER™
- Chartered Special Needs Consultant
- Series 7 (General Securities Representative); Series 66 (Uniform Combined State Law Examination)
- Life Insurance; Variable products; Accident & Sickness; Long-Term Care and Partnership Program
Financial planning

Education planning

Philanthropy

Long-term care planning

Retirement planning

Investing

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
Kevin McGrath, CFP, ChSNC

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
- University of South Carolina, Bachelor of Science
- CERTIFIED FINANCIAL PLANNER™
- Chartered Special Needs Consultant
- Senior Portfolio Manager
- Series 7 (General Securities Representative); Series 65 (Uniform Investment Adviser Law); Series 8 (General Securities Sales Supervisor)
- Life Insurance; Variable products; Accident & Sickness; Long-Term Care and Partnership Program
Financial planning

Retirement planning

Long-term care planning

Education planning

Philanthropy

Investing

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
Hampton Clark, CFA ,CAIA

Senior Wealth Strategy Associate

Chartered Financial Analyst®
View bio
- 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
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.
- University of Georgia, BBA in Finance
- Chartered Financial Analyst®
- Chartered Alternative Investment Analyst®
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
Ryan Cox, CIMA

Senior Wealth Strategy Associate

Certified Investment Management Analyst®
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NJ
- NM
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
- Certified Investment Management Analyst®
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Dawn McCulloh, AWMA, FPQP

Wealth Management Associate

Accredited Wealth Management Advisor℠
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- Accredited Wealth Management Advisor℠
- Financial Paraplanner Qualified Professional™
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326
Brigid McGrath, CHFC®

Wealth Management Associate

Chartered Financial Consultant
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
- Georgia Southern University, BBA in Finance
- Chartered Financial Consultant
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326
Carrie C. Pope

Client Associate
View bio
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Kristi Thelen, CFP, CIMA

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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/
- 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 America's Top Women Wealth Advisors Best-in-State, 2021, 2022, 2023, 2024The 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, 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.
- 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.
- Georgia State University, MBA: 1997 - 1999
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Endowment & Foundation Consultant
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Consultant
Institutional consulting

401(k) plan services

Family Offices

Corporate executives

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
Ginger Jackson Queener, CRPS

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
- Chartered Retirement Planning Counselor
- Series 7 (General Securities Representative); Series 66 (Uniform Combined State Law Examination)
- Life Insurance; Variable products; Accident & Sickness; Long-Term Care and Partnership Program
Long-term care planning

Philanthropy

Legacy planning

Women investors

Multi-generational families

Retirement Plan consulting

Retirement planning

Financial planning

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
Katie McGrath Bachmann, CFP, ChSNC

Senior Vice President–Investments

Financial Advisor
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
- Georgia Southern University, Business Administration, summa cum laude
- CERTIFIED FINANCIAL PLANNER™
- Chartered Special Needs Consultant
- Series 7 (General Securities Representative); Series 66 (Uniform Combined State Law Examination)
- Life Insurance; Variable products; Accident & Sickness; Long-Term Care and Partnership Program
Financial planning

Education planning

Philanthropy

Long-term care planning

Retirement planning

Investing

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
Kevin McGrath, CFP, ChSNC

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
- University of South Carolina, Bachelor of Science
- CERTIFIED FINANCIAL PLANNER™
- Chartered Special Needs Consultant
- Senior Portfolio Manager
- Series 7 (General Securities Representative); Series 65 (Uniform Investment Adviser Law); Series 8 (General Securities Sales Supervisor)
- Life Insurance; Variable products; Accident & Sickness; Long-Term Care and Partnership Program
Financial planning

Retirement planning

Long-term care planning

Education planning

Philanthropy

Investing

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
Hampton Clark, CFA ,CAIA

Senior Wealth Strategy Associate

Chartered Financial Analyst®
View bio
- 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
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.
- University of Georgia, BBA in Finance
- Chartered Financial Analyst®
- Chartered Alternative Investment Analyst®
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
Ryan Cox, CIMA

Senior Wealth Strategy Associate

Certified Investment Management Analyst®
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NJ
- NM
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
- Certified Investment Management Analyst®
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
Dawn McCulloh, AWMA, FPQP

Wealth Management Associate

Accredited Wealth Management Advisor℠
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- Accredited Wealth Management Advisor℠
- Financial Paraplanner Qualified Professional™
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326
Brigid McGrath, CHFC®

Wealth Management Associate

Chartered Financial Consultant
View bio
- AL
- CA
- DC
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
- Georgia Southern University, BBA in Finance
- Chartered Financial Consultant
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326
Carrie C. Pope

Client Associate
View bio
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.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Connecting you to the deep resources of UBS

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.

Institutional consulting

Multigenerational wealth planning

Strategies for each generation of your family

A lifetime financial strategy. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture over time. By focusing specifically on preserving multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy.

Our approach 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. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

_{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 Way

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.}

Investment Management

Prepared for opportunity, protected in times of volatility

Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.

Our distinction stems from our ability to transcend the capabilities of the traditional financial advisor and bring institutional analysis and investment management directly to you.

Customized portfolio management
Risk management and asset allocation
Open access
Research and analysis
UBS, a global leader

Accessing resources. Delivering solutions.

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:

Family Office Solutions Group
Family Advisory and Philanthropy Services
Global Family Office
Portfolio Advisory Group
Tailored financing solutions
Global wealth management research

A focus on personalized access and service

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.

A way forward

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.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Global access. Boutique solutions.

Financial advisory services for individuals and institutions

Sophisticated solutions for successful individuals and institutions

Kristi Thelen, CFP, CIMA

Ginger Jackson Queener, CRPS

Katie McGrath Bachmann, CFP, ChSNC

Kevin McGrath, CFP, ChSNC

Hampton Clark, CFA ,CAIA

Ryan Cox, CIMA

Dawn McCulloh, AWMA, FPQP

Brigid McGrath, CHFC®

Carrie C. Pope