$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
Are you considering an exit from your business? From investment banking to business transition planning to post-liquidity wealth management, we have the experience to help you with your future plans for your business. We can connect you to the resources you need to solve any challenge that may arise.
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.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
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.
Langley Respess: Financial Advisor | Connector | Steward of Wealth & Community
For over 25 years, Langley has helped individuals and families navigate their financial journeys with clarity, confidence, and care. As a Private Wealth Advisor with UBS Financial Services Inc., he focuses on comprehensive wealth management strategies that emphasize capital preservation, retirement income planning, and total portfolio management. His entrepreneurial mindset and genuine desire to serve others have been cornerstones of his long-standing client relationships—many of which span generations.
Langley holds a bachelor’s degree in economics from the University of North Carolina at Chapel Hill and an M.B.A. from UNC’s Kenan-Flagler Business School. Prior to entering the financial industry, he served as a Lieutenant in the U.S. Air Force, an experience that deepened his commitment to leadership, integrity, and service.
His work doesn’t stop at finance. Langley is passionate about giving back to the community and building connections. He currently serves as Co-Chair of the Capital Campaign for Atlanta Classical Academy and has previously held leadership roles with the Metro Atlanta Red Cross and the UNC Alumni Club of Atlanta. He has also mentored Scouts through merit badge clinics and outdoor leadership.
Langley and his wife are raising three children and enjoy spending time together hiking and fishing in the Appalachian Mountains. Whether helping clients prepare for life’s biggest moments or exploring mountain trails with his family, Langley leads with intention and heart.
I joined UBS in 2011 and The Respess Team in 2014 after gaining invaluable years of experience working with advisors in New York, Washington D.C., Sarasota and Denver.
With our clients, I focus on exceptional service while being responsible for all administrative, operational and compliance functions of our team. I attribute much of my success to being proactive and diligent and am gratified by the long-term, solid relationships developed with clients and their families as a result.
In my spare time, I enjoy spending time with my family, one rescue dog and two very talkative parrots.
Levi Grindstaff: Wealth Strategist | Client Advocate | Planner for Generational Success
Since joining UBS in 2015, Levi has been dedicated to helping clients navigate their financial lives with clarity and confidence. As a Senior Wealth Strategy Associate and Associate Director, he partners with individuals and families to develop personalized wealth management strategies that align with their long-term goals.
Levi’s approach is grounded in thoughtful planning and a deep understanding of each client’s unique needs. He specializes in comprehensive financial planning, including retirement and legacy strategies, and integrates investment management solutions that support clients’ evolving priorities. His commitment to transparency, service, and results has earned him the trust of clients and colleagues alike.
Levi holds both a B.A. in Accounting and an M.B.A. from Western Carolina University, is a Certified Financial Planning Professional (CFP®), holds a Chartered Retirement Planning Counselor™ (CRPC®)designation, and maintains FINRA Series 7 and 66 licenses.
Originally from Asheville, North Carolina, he now lives in Atlanta with his wife, Kaycie, and their two daughters, Piper and Nora, and their wonderful dogs, Charlie and Arlo, and cat named Floy. Outside of work, Levi enjoys golf, fishing, tennis, and riding dual-sport/enduro-style dirt bikes. Whether he's helping clients plan for the future or exploring the outdoors and adventures with his family, Levi brings energy, insight, and care to everything he does.
Langley Respess: Financial Advisor | Connector | Steward of Wealth & Community
For over 25 years, Langley has helped individuals and families navigate their financial journeys with clarity, confidence, and care. As a Private Wealth Advisor with UBS Financial Services Inc., he focuses on comprehensive wealth management strategies that emphasize capital preservation, retirement income planning, and total portfolio management. His entrepreneurial mindset and genuine desire to serve others have been cornerstones of his long-standing client relationships—many of which span generations.
Langley holds a bachelor’s degree in economics from the University of North Carolina at Chapel Hill and an M.B.A. from UNC’s Kenan-Flagler Business School. Prior to entering the financial industry, he served as a Lieutenant in the U.S. Air Force, an experience that deepened his commitment to leadership, integrity, and service.
His work doesn’t stop at finance. Langley is passionate about giving back to the community and building connections. He currently serves as Co-Chair of the Capital Campaign for Atlanta Classical Academy and has previously held leadership roles with the Metro Atlanta Red Cross and the UNC Alumni Club of Atlanta. He has also mentored Scouts through merit badge clinics and outdoor leadership.
Langley and his wife are raising three children and enjoy spending time together hiking and fishing in the Appalachian Mountains. Whether helping clients prepare for life’s biggest moments or exploring mountain trails with his family, Langley leads with intention and heart.
I joined UBS in 2011 and The Respess Team in 2014 after gaining invaluable years of experience working with advisors in New York, Washington D.C., Sarasota and Denver.
With our clients, I focus on exceptional service while being responsible for all administrative, operational and compliance functions of our team. I attribute much of my success to being proactive and diligent and am gratified by the long-term, solid relationships developed with clients and their families as a result.
In my spare time, I enjoy spending time with my family, one rescue dog and two very talkative parrots.
Levi Grindstaff: Wealth Strategist | Client Advocate | Planner for Generational Success
Since joining UBS in 2015, Levi has been dedicated to helping clients navigate their financial lives with clarity and confidence. As a Senior Wealth Strategy Associate and Associate Director, he partners with individuals and families to develop personalized wealth management strategies that align with their long-term goals.
Levi’s approach is grounded in thoughtful planning and a deep understanding of each client’s unique needs. He specializes in comprehensive financial planning, including retirement and legacy strategies, and integrates investment management solutions that support clients’ evolving priorities. His commitment to transparency, service, and results has earned him the trust of clients and colleagues alike.
Levi holds both a B.A. in Accounting and an M.B.A. from Western Carolina University, is a Certified Financial Planning Professional (CFP®), holds a Chartered Retirement Planning Counselor™ (CRPC®)designation, and maintains FINRA Series 7 and 66 licenses.
Originally from Asheville, North Carolina, he now lives in Atlanta with his wife, Kaycie, and their two daughters, Piper and Nora, and their wonderful dogs, Charlie and Arlo, and cat named Floy. Outside of work, Levi enjoys golf, fishing, tennis, and riding dual-sport/enduro-style dirt bikes. Whether he's helping clients plan for the future or exploring the outdoors and adventures with his family, Levi brings energy, insight, and care to everything he does.
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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