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
    • MA
    • MD
    • MN
    • MO
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    • NC
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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

                Senior Client Associate

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                • GA

                      12600 Deerfield Parkway
                      Deerfield Commons
                      Alpharetta, GA 30004

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                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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