The right path toward retirement

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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.

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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

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
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    • MS
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    • TX
    • UT
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    • 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
      • Ingrid Short Profile Photo

        Ingrid Short

        Financial Advisor

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        • AK
        • AL
        • CA
        • CO
        • FL
        • GA
        • IN
        • 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

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            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.

            Learn more at ubs.com/wealthway.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager