Your life. Your wealth. Your future.

Pursue what matters most

Mountain climbers reaching the summit

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Alan Smith Profile Photo

    Alan Smith

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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          12600 Deerfield Parkway
          Deerfield Commons
          Alpharetta, GA 30004
        • Chris Smith Profile Photo

          Christopher A. "Chris" Smith, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AL
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IA
          • IN
          • MA
          • MD
          • MN
          • MO
          • MS
          • NC
          • NH
          • NY
          • OH
          • OK
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA

                12600 Deerfield Parkway
                Deerfield Commons
                Alpharetta, GA 30004
              • Caroline Holland Profile Photo

                Caroline Holland

                Client Associate Senior

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                • GA

                      12600 Deerfield Parkway
                      Deerfield Commons
                      Alpharetta, GA 30004

                    Focus on liquidity management

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                    Tree

                    UBS and Credit Suisse—stronger than ever

                    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.

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                    A global leader in wealth management

                    $3.9 trillion

                    In invested assets globally 
                    As of 12/31/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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