Global access. Strategic solutions.

Private Wealth Management

3 Generations of men

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.

  • Tee Pollard

    Otis Miles "Tee" Pollard, III

    Senior Vice President–Wealth Management

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MS
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WI

    Tee is a Senior Vice President with UBS Private Wealth Management in Atlanta and part of the UBS Global Family Office Group. As a principal of a 5 person team, Tee serves as a senior advisor to wealthy families, family office groups and foundations/endowments. He specializes in Investment Strategy, Portfolio Manager Selection and Alternative Investments. Tee began his investment career at Donaldson, Lufkin and Jenrette in 1997 which was acquired by Credit Suisse in 2000. Prior to joining UBS, he was a Vice President at Credit Suisse Private Bank in Atlanta.

    He and his wife Leigh have two children; Emma (15) and Charlotte (11). A native of Baton Rouge, Tee received his BA from Southern Methodist University and MIM from Thunderbird School of Business. He is a member of the firm's Advisory Council for Alternative Investments. Tee serves on numerous committees at his children's school and is actively involved with the start up Kairos Church. In his spare time, Tee enjoys playing golf and is an avid wing shooter.

      • Southern Methodist University, BA
      • Thunderbird School of Business, MIM
        3280 Peachtree Road NE
        21st floor
        Atlanta, GA 30305
      • Wil Glasgow Profile Photo

        Howard "Wil" Glasgow, III

        Senior Vice President–Wealth Management

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • MI
        • MS
        • MT
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • VA
        • VT
        • WI

        Wil is a Senior Vice President with UBS Private Wealth Management in Atlanta and part of the UBS Global Family Office Group. As a principal of a 5 person team, Wil serves as a senior advisor to wealthy families, family office groups and foundations/endowments. He covers some of the most significant Family Office clients of the firm in the Southeast and specializes in Business Development, Portfolio Manager Selection and Lending. Prior to joining UBS, he was a Vice President at Credit Suisse Private Bank in Atlanta.

        He and his wife Elizabeth have three children; Wilson (13), Ella (12), and Carter (4) and reside in Atlanta, GA. A native of Charlotte, Wil received his BA in Economics from Hampden-Sydney College and MBA from the University of North Carolina. Wil is an avid golfer and has been active in several civic organizations, including Woodberry Forest School and Buckhead Baseball.

          • Hampden-Sydney College, BA Economics
          • University of North Carolina, MBA
            6100 Fairview Road
            Suite 900
            Charlotte, NC 28210
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            Jettie Portwood Letson

            Senior Wealth Strategy Associate

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            • AK
            • AL
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • IL
            • IN
            • KY
            • LA
            • MA
            • MD
            • MI
            • MS
            • MT
            • NC
            • NJ
            • NM
            • NV
            • NY
            • PA
            • SC
            • SD
            • TN
            • TX
            • VA
            • VT
            • WI

            Jettie joined UBS in May 2009 following a 7-year tenure with Credit Suisse Private Client Services. Jettie specializes in client reporting and restricted insider advisory and focuses on equity, bond & option trading for clients. Jettie has earned the FINRA licenses Series 7 & 66.

            Jettie is a graduate of North Carolina State University and currently resides in Dunwoody, GA with her husband, Wally and son Jay (3).

              • North Carolina State University
                3280 Peachtree Road NE
                21st floor
                Atlanta, GA 30305

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