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

          8000 Avalon Blvd
          Alpharetta, GA 30009
          alan.m.smith@ubs.com
          Alan Smith
          8000 Avalon Blvd,Alpharetta,GA,30009
        • Chris Smith Profile Photo

          Christopher A. "Chris" Smith

          Senior Vice President–Wealth Management

          Financial Advisor

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

                8000 Avalon Blvd
                Alpharetta, GA 30009
                chris.a.smith@ubs.com
                Christopher A. "Chris" Smith
                8000 Avalon Blvd,Alpharetta,GA,30009
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                Kenley Ogburn

                Client Associate

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                        8000 Avalon Blvd
                        Alpharetta, GA 30009
                        kenley.ogburn@ubs.com
                        Kenley Ogburn
                        8000 Avalon Blvd,Alpharetta,GA,30009
                      Three generations in apple orchard

                      Turn possibilities into a plan

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                      A leading global wealth manager

                      Texas

                      Donor-advised funds

                      Year-end charitable giving

                      As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                      For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $6.9 trn

                      UBS Group invested assets
                      As of 10/29/2025

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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