$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
I began my career as a Financial Advisor to fulfill a need to care for and help others. Over the past 25 years with UBS Financial Services Inc., this desire has successfully helped clients manage their wealth throughout good times and bad. I attribute much of my success to my entrepreneurial spirit, and to the fact that I genuinely enjoy helping my clients reach their financial goals.
As one of a select number of Private Wealth Advisors who has completed a rigorous accreditation program at UBS, I am able to provide my clients with a higher level of expertise. I emphasize preservation of capital and total portfolio management, focusing on overall growth of income and retirement income planning.
My bachelor’s degree in economics is from the University of North Carolina (UNC) -- Chapel Hill. After serving as a Lieutenant in the U.S. Air Force, I returned to UNC -- Chapel Hill and earned my M.B.A. in Business Administration.
In addition to my career, I am actively involved in my community. I am a member of the Technology Association of Georgia (TAG), and serve on the Capital Campaign at the Atlanta Classical Academy. I am past president of the UNC Alumni Atlanta Chapter and for many years I was involved with the Atlanta Red Cross. Also, I am a dedicated Cub Scout den leader and devote a portion of my time to the Stephen Ministry. In my free time I enjoy fishing and hiking with my wife, Diane, and my three children in Highlands, NC.
California Insurance License # 4025483
I joined The Respess Group in 2014 after gaining invaluable experience working with advisors in New York, Washington D.C., Sarasota and Denver. I attribute much of my success to being proactive and diligent.
With our clients, I focus on exceptional service while being responsible for all administrative, operational and compliance functions of our team. I am gratified by the long-term, solid relationships developed with clients and their families.
In my spare time, I enjoy spending time with my family, one rescue dog and two very talkative parrots.
I joined UBS in 2015, and have developed an in-depth knowledge of UBS wealth management solutions to help clients pursue their goals. I understand that each client is different, and I tailor my approach to meet each client's specific needs. Our team focuses on laying out clear options and offering straightforward advice and guidance to help clients attain their financial aspirations. In doing so, we provide clients access to comprehensive financial planning techniques, including topics like retirement and legacy planning.
Our team also provides wealth management strategies, including investment management analysis and solutions. This advice dovetails with each client's financial plan to help them their achieve long term goals.
My professional and educational achievements include:
- B.A., Accounting, Western Carolina University
- MBA, Western Carolina University
- FINRA Securities Licenses 7 and 66 in all US states
- CRPC® - Chartered Retirement Planning Counselor
I am a North Carolina native. I grew up in Asheville and moved to Atlanta in 2022 from Charlotte. My wife Kaycie and I enjoy spending time with our two young daughters, Piper and Nora, and herding our two faithful dogs, Charlie and Arlo. In my free time I enjoy playing golf, fishing, and spending time with my family, friends, and loved ones.
I began my career as a Financial Advisor to fulfill a need to care for and help others. Over the past 25 years with UBS Financial Services Inc., this desire has successfully helped clients manage their wealth throughout good times and bad. I attribute much of my success to my entrepreneurial spirit, and to the fact that I genuinely enjoy helping my clients reach their financial goals.
As one of a select number of Private Wealth Advisors who has completed a rigorous accreditation program at UBS, I am able to provide my clients with a higher level of expertise. I emphasize preservation of capital and total portfolio management, focusing on overall growth of income and retirement income planning.
My bachelor’s degree in economics is from the University of North Carolina (UNC) -- Chapel Hill. After serving as a Lieutenant in the U.S. Air Force, I returned to UNC -- Chapel Hill and earned my M.B.A. in Business Administration.
In addition to my career, I am actively involved in my community. I am a member of the Technology Association of Georgia (TAG), and serve on the Capital Campaign at the Atlanta Classical Academy. I am past president of the UNC Alumni Atlanta Chapter and for many years I was involved with the Atlanta Red Cross. Also, I am a dedicated Cub Scout den leader and devote a portion of my time to the Stephen Ministry. In my free time I enjoy fishing and hiking with my wife, Diane, and my three children in Highlands, NC.
California Insurance License # 4025483
I joined The Respess Group in 2014 after gaining invaluable experience working with advisors in New York, Washington D.C., Sarasota and Denver. I attribute much of my success to being proactive and diligent.
With our clients, I focus on exceptional service while being responsible for all administrative, operational and compliance functions of our team. I am gratified by the long-term, solid relationships developed with clients and their families.
In my spare time, I enjoy spending time with my family, one rescue dog and two very talkative parrots.
I joined UBS in 2015, and have developed an in-depth knowledge of UBS wealth management solutions to help clients pursue their goals. I understand that each client is different, and I tailor my approach to meet each client's specific needs. Our team focuses on laying out clear options and offering straightforward advice and guidance to help clients attain their financial aspirations. In doing so, we provide clients access to comprehensive financial planning techniques, including topics like retirement and legacy planning.
Our team also provides wealth management strategies, including investment management analysis and solutions. This advice dovetails with each client's financial plan to help them their achieve long term goals.
My professional and educational achievements include:
- B.A., Accounting, Western Carolina University
- MBA, Western Carolina University
- FINRA Securities Licenses 7 and 66 in all US states
- CRPC® - Chartered Retirement Planning Counselor
I am a North Carolina native. I grew up in Asheville and moved to Atlanta in 2022 from Charlotte. My wife Kaycie and I enjoy spending time with our two young daughters, Piper and Nora, and herding our two faithful dogs, Charlie and Arlo. In my free time I enjoy playing golf, fishing, and spending time with my family, friends, and loved ones.
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.
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.
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.
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.
Watch the replay of our latest House View live conversation which featured insights from Jason Draho, Head of Asset Allocation, David Lefkowitz, Head of Equities CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 August 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
$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