Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Ragan Earl DeFreese

Senior Vice President–Wealth Management

Ragan DeFreese graduated from the University of Georgia with a degree in economics. Ragan has been helping client achieve their financial goals for over 25 years. The DeFreese Group works closely with a select group of lawyers and accountants in order to strategically manage each client's individual financial plan as it relates to their tax liabilities as well as their estate planning goals. Ragan DeFreese holds Series 7,63 and 65 securities licenses, Series 3 commodities license as well as licenses for life, accident and health insurance long term care and variable annuities.

Registered States:
  • AL
  • CA
  • CO
  • CT
  • FL
  • GA
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
1200 Abernathy Road
600 Northpark Town Center
Suite 1850
Atlanta, GA 30328
  • (404) 760-3047

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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$5.8+ trn

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As of 03/31/2024

51 countries

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