Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Richard Paul Grodzicki

Senior Vice President–Wealth Management

After graduating from Florida State University, Rick served in the U.S. Army where he participated in graduate work in finance at the University of Oklahoma. Rick started as an investment advisor in 1973. After 21 years at Smith Barney, he moved to UBS to form a team with Nigel Fleming, his current business partner. He is married to Jo, his wife of 40 years and has two grown boys. He is also a former Board Member at Florida State University and current Board Member at Furman University.

Registered States:
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3455 Peachtree Road NE
Suite 1700 Atlanta
Atlanta, GA 30326
  • (404) 848-2601

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Are markets going "Back to the Future"?

Debt ceiling and inflation


Exceptional financial strength and stability

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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As of 12/31/2022

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