Financial planning and beyond

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Hugh L. Stephenson Profile

    Hugh L. Stephenson, CFA

    Senior Vice President–Wealth Management

    Financial Advisor

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    Hugh has been a Financial Advisor since 1983. Prior to UBS he served as Senior Vice President – Investments with Oppenheimer & Co. in Atlanta and as Account Executive with Merrill Lynch & Co in Atlanta. Hugh is a Chartered Financial Analyst and is a member of several professional organizations, including the CFA Institute & the Dallas Society of Financial Analysts. He received his BA in English from the University of the South in Sewanee, Tennessee and his M.B.A. from Georgia State University. He also completed the Education for Ministry Program at Sewanee's St. Luke's School of Theology.
    • Forbes BIS Teams, 2023

      • Chartered Financial Analyst®
      • Wealth Advisor
      100 Crescent Court
      Dallas, TX 75201
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      Cromwell Baun

      First Vice President–Wealth Management

      Chartered Financial Analyst®

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      Cromwell is a Financial Advisor with UBS Financial Services Inc. Prior to his career in the financial services industry, he was a tax professional with Arthur Andersen LLP and Deloitte & Touche LLP in Atlanta. Cromwell is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®) as well as a Certified Public Accountant in the state of Georgia. Cromwell received his BS in Business Administration–Accounting as well as his Master of Accountancy–Taxation from the University of Tennessee in Knoxville.

      • Forbes BIS Teams, 2023

        • Chartered Financial Analyst®
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        • Senior Portfolio Manager
        • Wealth Advisor
        3560 Lenox Rd NE
        28th Floor
        Atlanta, GA 30326
      • Tammy Mummert Profile Photo

        Tammy Mummert

        Client Associate

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          Tammy Mummert is a Registered Client Service Associate with UBS.  She has been in the financial services industry since 1991.  Prior to UBS, she was employed with Smith Barney, Goldman Sachs, and Williams Financial Services.  Born and raised in Texas, married 27 years, she has two sons, 22 and 19 and one grandson whom she adores.  In her spare time Tammy enjoys antiquing with her husband, Calvin. 

                100 Crescent Court
                Dallas, TX 75201
              • Tracy A Ann Garrett Profile Photo

                Tracy A Garrett

                Accredited Wealth Management Advisor℠

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                    • Accredited Wealth Management Advisor℠
                    3560 Lenox Road NE
                    28th Floor
                    Atlanta, GA 30326

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  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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