The right path toward retirement

Couple on the shore

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Couple surfboards

Pursuing your goals together

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.

  • Leonard M Starr Profile Photo

    Leonard Starr

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY
    Leonard Starr is a Senior Vice President and Wealth Advisor who has been with UBS Financial Services Inc. or its predecessor companies since 1986. He has developed an expertise in employee stock options and other forms of equity compensation. Leonard received his B.A from Eastern Kentucky University and was awarded an M.B.A from the Owen Graduate School of Management at Vanderbilt University. In addition to holding Series 7 and 63 licenses, he is also licensed in life, variable life and variable annuity insurance.

        • Chartered Retirement Plans Specialist℠
        • Corporate Stock Benefit Consultant
        • Wealth Advisor
        3560 Lenox Rd NE
        28th Floor
        Atlanta, GA 30326
        leonard.starr@ubs.com
        Leonard Starr
        3560 Lenox Rd NE,Atlanta,GA,30326
      • Ingrid Short Profile Photo

        Ingrid Short

        Financial Advisor

        • image
        • image
        • AK
        • AL
        • CA
        • CO
        • FL
        • GA
        • NC
        • NY
        • OH
        • TN
        Ingrid Short is a Financial Advisor with UBS Financial Services Inc. Ingrid has over 16 years of experience delivering both financial planning and investment advisory services. Ingrid received her Bachelors of Science Degree from Union College and her J.D. from Albany Law School. She holds her Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

              3560 Lenox Rd NE
              28th Floor
              Atlanta, GA 30326
              ingrid.short@ubs.com
              Ingrid Short
              3560 Lenox Rd NE,Atlanta,GA,30326
            Three generations in apple orchard

            Turn possibilities into a plan

            House View Monthly

            Mountain climbers on peak at sunrise

            A leading global wealth manager

            Rearview Mirror

            UBS ElectionWatch

            Election day is over. Now what?

            Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

            Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.9+ trn

            UBS Group invested assets
            As of 06/30/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

            Insights