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
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • 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 joined UBS in September of 2022. 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
        355 Oneta Street
        Suite D-700
        Athens, GA 30601
        todd.emily@ubs.com
        Todd Emily
        355 Oneta Street,Athens,GA,30601
      • Ashley Carney

        Ashley Carney

        Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • IA
        • ID
        • 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 and joined UBS in September of 2022. Prior to joining UBS, 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.

              355 Oneta Street
              Suite D-700
              Athens, GA 30601
              ashley.carney@ubs.com
              Ashley Carney
              355 Oneta Street,Athens,GA,30601
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              Sarah Beam

              Client Associate

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              • AZ
              • CA
              • FL
              • GA
              • IL
              • KY
              • LA
              • MA
              • MD
              • ME
              • MS
              • NC
              • NH
              • NM
              • NY
              • OH
              • OK
              • PA
              • SC
              • TN
              • VA

                    355 Oneta Street
                    Suite D-700
                    Athens, GA 30601
                    sarah.beam@ubs.com
                    Sarah Beam
                    355 Oneta Street,Athens,GA,30601
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                    Dawn Skinner

                    Client Associate

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                            355 Oneta Street
                            Suite D-700
                            Athens, GA 30601
                            dawn.skinner@ubs.com
                            Dawn Skinner
                            355 Oneta Street,Athens,GA,30601

                          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.

                          Global Wealth Report 2024

                          Crafted wealth intelligence

                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

                          Download the report

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.8+ trn

                          UBS Group invested assets
                          As of 03/31/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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