Let's move forward. Together.

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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
                  • Dawn Skinner

                    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

                          Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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                          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.

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                          Turn possibilities into a plan

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                          A leading global wealth manager

                          Modern Retirement Monthly

                          Modern Retirement Monthly

                          Traditional or Roth?

                          For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.

                          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

                          More than 160 years

                          offering financial advice

                          Financial strength

                          Driving confidence.
                          A-  Standard & Poor’s
                          A  Fitch
                          A3
                            Moody’s


                          UBS AG, long-term senior secured debt rating. As of 03/31/2024

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