Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Todd Emily

    Todd Emily

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Todd Emily has been a financial advisor since 1993 and with Morgan Stanley since 2011. He is a Senior Vice President. Todd is a native of Independence Missouri and holds a degree from Rhodes College. He is active in the Athens Clarke Heritage Foundation and is on the Board of Advisors of the Georgia Museum of Art and Board of Directors of Nuci’s Space. He lives in Athens.

        • Senior Portfolio Manager
        2027 S. Milledge Avenue
        Athens, GA 30605
      • Ashley Carney

        Ashley Carney

        Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • HI
        • IA
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MS
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        Ashley Carney has been a financial advisor since 2018, when she joined Morgan Stanley. Prior to joining Morgan Stanley, Ashley spent fifteen years as a Certified Public Accountant in the Atlanta and Athens areas. Ashley focuses on retirement and financial planning, and business retirement plans. Ashley is passionate about educating clients and enabling them to succeed financially. She is enthusiastic about client service and a dedicated advocate for families, striving to bring order and simplicity to personal finances.

        As a partner of The Milledge Group, Ashley focuses on relationship management as well as onboarding new clients for the team. In this vital role, she leads team efforts to provide exceptional client service that is personalized and meaningful.

        A native of San Diego, CA, Ashley has lived in Athens, GA since 1999 when she attended the University of Georgia to obtain her Masters of Accountancy. Ashley lives in Athens with her husband Briggs and their two children. Ashley's interest in client education and advocacy inspire her many volunteer efforts within the local community.

              2027 S. Milledge Ave.
              Athens, GA 30605
            • Barbara Arnold

              Barbara Arnold

              Client Associate

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                Barbara Arnold has been a client service associate since 2004 and with Morgan Stanley since 2011. Barbara is a native of Athens and is active in her church and a member of the Bellsouth Pioneers Group. She lives in Athens with her family.

                      2027 S. Milledge Ave.
                      Athens, GA 30605
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                      Sarah Beam

                      Client Associate

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                              2027 S. Milledge Ave.
                              Athens, GA 30605

                            Connecting you to the deep resources of UBS

                            By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                            The Year Ahead - Sustainable Investing

                            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