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.

Four people meeting in glass office

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
          alan.m.smith@ubs.com
          Alan Smith
          12600 Deerfield Parkway,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
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          • MN
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          • MS
          • NC
          • NH
          • NY
          • OH
          • OK
          • PA
          • SC
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          • TX
          • UT
          • VA
          • WA

                12600 Deerfield Parkway
                Deerfield Commons
                Alpharetta, GA 30004
                chris.a.smith@ubs.com
                Christopher A. "Chris" Smith, CFP
                12600 Deerfield Parkway,Alpharetta,GA,30004
              • Caroline Holland Profile Photo

                Caroline Holland

                Senior Client Associate

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                • GA

                      12600 Deerfield Parkway
                      Deerfield Commons
                      Alpharetta, GA 30004
                      cary.holland@ubs.com
                      Caroline Holland
                      12600 Deerfield Parkway,Alpharetta,GA,30004

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                    Outlook on interest rates

                    Tree

                    UBS and Credit Suisse—stronger than ever

                    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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