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 Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Chartered Financial Analyst®
      • Wealth Advisor
      100 Crescent Court
      Dallas, TX 75201
      hugh.stephenson@ubs.com
      Hugh L. Stephenson, CFA
      100 Crescent Court,Dallas,TX,75201
    • Cromwell Baun Photo

      Cromwell Baun

      Senior 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 Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Chartered Financial Analyst®
        • CERTIFIED FINANCIAL PLANNER®
        • Certified Investment Management Analyst®
        • Senior Portfolio Manager
        • Wealth Advisor
        3560 Lenox Rd NE
        28th Floor
        Atlanta, GA 30326
        cromwell.baun@ubs.com
        Cromwell Baun
        3560 Lenox Rd NE,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
                tammy.mummert@ubs.com
                Tammy Mummert
                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
                    tracy.garrett@ubs.com
                    Tracy A Garrett
                    3560 Lenox Road NE,Atlanta,GA,30326
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                  24 questions for the '24 US election

                  Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                  The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

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