Senior Vice President–Wealth Management
Financial Advisor
Having learned at an early age what it takes to be successful in business, Brandon certainly found his niche as a dedicated wealth advisor, partner and problem solver for his clients. He joined UBS Wealth Management in 2007 and offers more than 20 years of experience in the financial services industry. Prior to joining UBS, Brandon worked at Bear Stearns & Co. in private wealth management. Brandon has distinguished himself amongst his peers as a member of UBS’s Director’s Council, a designation reserved for the firm's most accomplished Advisors recognized for their expertise, service and successful client relationships. In 2014, he was chosen as a Top 40 Financial Advisor Under 40 at the firm. Brandon attended Roanoke College in Salem, Virginia where he earned his B.B.A and is a Life Loyal Member of The Sigma Chi Fraternity.
Today, Brandon serves the wealth management needs of individuals, families and corporate executives. As the founder and head of The Reynolds Group, Brandon oversees the group's comprehensive services for high net worth clients. The Reynolds Group mission is to provide first class service by taking the time to gain a deep understanding of each client and their family. Beyond sophisticated investment planning, which integrates asset allocation and multigenerational estate and philanthropic planning, Brandon also focuses on concentrated stock management strategies, 10b5-1 plans and corporate cash management. He also has a specialized expertise in structuring complex lending solutions for executives and business owners.
Outside of work, Brandon is actively involved in the local community of Atlanta as well as his hometown of St. Simons Island. He currently serves on the Planned Giving Advisory Board of Roanoke College and the Development Steering Committee for Atlanta Classical School. He is a member of the Board of Trustees for the Georgia State Golf Association Foundation which has awarded more than $3.5 million in college scholarships. Brandon is passionate about philanthropy and is involved with several organizations, including Will's Club at Children's Healthcare of Atlanta, The Ron Clark Academy, Adventures of the Heart and The Gathering Place. He also applies his love of sports as a volunteer youth baseball and basketball coach for the Northside Youth Organization and is a tournament volunteer for both the Georgia State Golf Association and the United States Golf Association. Originally from St. Simons Island, Brandon resides in Atlanta with his wife Shannon and their three children.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
Having learned at an early age what it takes to be successful in business, Brandon certainly found his niche as a dedicated wealth advisor, partner and problem solver for his clients. He joined UBS Wealth Management in 2007 and offers more than 20 years of experience in the financial services industry. Prior to joining UBS, Brandon worked at Bear Stearns & Co. in private wealth management. Brandon has distinguished himself amongst his peers as a member of UBS’s Director’s Council, a designation reserved for the firm's most accomplished Advisors recognized for their expertise, service and successful client relationships. In 2014, he was chosen as a Top 40 Financial Advisor Under 40 at the firm. Brandon attended Roanoke College in Salem, Virginia where he earned his B.B.A and is a Life Loyal Member of The Sigma Chi Fraternity.
Today, Brandon serves the wealth management needs of individuals, families and corporate executives. As the founder and head of The Reynolds Group, Brandon oversees the group's comprehensive services for high net worth clients. The Reynolds Group mission is to provide first class service by taking the time to gain a deep understanding of each client and their family. Beyond sophisticated investment planning, which integrates asset allocation and multigenerational estate and philanthropic planning, Brandon also focuses on concentrated stock management strategies, 10b5-1 plans and corporate cash management. He also has a specialized expertise in structuring complex lending solutions for executives and business owners.
Outside of work, Brandon is actively involved in the local community of Atlanta as well as his hometown of St. Simons Island. He currently serves on the Planned Giving Advisory Board of Roanoke College and the Development Steering Committee for Atlanta Classical School. He is a member of the Board of Trustees for the Georgia State Golf Association Foundation which has awarded more than $3.5 million in college scholarships. Brandon is passionate about philanthropy and is involved with several organizations, including Will's Club at Children's Healthcare of Atlanta, The Ron Clark Academy, Adventures of the Heart and The Gathering Place. He also applies his love of sports as a volunteer youth baseball and basketball coach for the Northside Youth Organization and is a tournament volunteer for both the Georgia State Golf Association and the United States Golf Association. Originally from St. Simons Island, Brandon resides in Atlanta with his wife Shannon and their three children.
Recognized as an industry leader:
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.
Wealth Strategy Associate
Jack, who joined the team in January 2022, serves as the team's Wealth Strategy Associate. Jack leads the market and security specific research efforts for the team as well as the alternative investment and institutional money manager due diligence process. He works in concert with our team in developing customized solutions for client portfolios in order to meet their specific needs.
Prior to joining UBS, Jack worked as a financial consultant for Equitable in New York, NY. Jack received his B.A. from the Honors College at Hampden-Sydney where he studied Mathematical Economics and graduated Magna Cum Laude. While at Hampden-Sydney, he participated in multiple undergraduate research programs including the Citrone Economics & Business Summer Research Program and Boinest Fellowship, the latter opportunity is reserved for one student per class. Additionally, Jack studied abroad at Oxford University and Semester at Sea. He is a member of the Chi Phi Fraternity, and has worked as a tutor for calculus, writing, and public speaking, while volunteering as a student mentor to kids at Prince Edward Elementary. Jack currently holds the Series 7 and Series 66 security licenses and is currently pursuing his CFA designation which requires passing three rigorous examinations covering investment analysis topics such as equity analysis, portfolio management and alternative investments.
Originally from Newnan, GA and a graduate of the Heritage School, Jack currently resides in Atlanta, GA where he is a life long Atlanta Braves fan. Outside of work, Jack volunteers at Christian City, an organization that provides resources and crisis intervention for children, families and older adults. He is also a member of the host committee for the Community Champion Awards which honors individuals and businesses that have made an indelible impact on improving the Atlanta community.
Wealth Strategy Associate
Jack, who joined the team in January 2022, serves as the team's Wealth Strategy Associate. Jack leads the market and security specific research efforts for the team as well as the alternative investment and institutional money manager due diligence process. He works in concert with our team in developing customized solutions for client portfolios in order to meet their specific needs.
Prior to joining UBS, Jack worked as a financial consultant for Equitable in New York, NY. Jack received his B.A. from the Honors College at Hampden-Sydney where he studied Mathematical Economics and graduated Magna Cum Laude. While at Hampden-Sydney, he participated in multiple undergraduate research programs including the Citrone Economics & Business Summer Research Program and Boinest Fellowship, the latter opportunity is reserved for one student per class. Additionally, Jack studied abroad at Oxford University and Semester at Sea. He is a member of the Chi Phi Fraternity, and has worked as a tutor for calculus, writing, and public speaking, while volunteering as a student mentor to kids at Prince Edward Elementary. Jack currently holds the Series 7 and Series 66 security licenses and is currently pursuing his CFA designation which requires passing three rigorous examinations covering investment analysis topics such as equity analysis, portfolio management and alternative investments.
Originally from Newnan, GA and a graduate of the Heritage School, Jack currently resides in Atlanta, GA where he is a life long Atlanta Braves fan. Outside of work, Jack volunteers at Christian City, an organization that provides resources and crisis intervention for children, families and older adults. He is also a member of the host committee for the Community Champion Awards which honors individuals and businesses that have made an indelible impact on improving the Atlanta community.
Senior Client Associate
Senior Client Associate
Senior Client Associate
Senior Client Associate
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.
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