Financial planning and beyond

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, CFA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- VA
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

Senior Vice President–Wealth Management

Chartered Financial Analyst®
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- VA
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

Client Associate
View bio
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 Garrett

Accredited Wealth Management Advisor℠
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- 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

Hugh L. Stephenson, CFA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- VA
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

Senior Vice President–Wealth Management

Chartered Financial Analyst®
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- VA
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

Client Associate
View bio
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 Garrett

Accredited Wealth Management Advisor℠
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- 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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Financial planning and beyond

Pursuing your goals together

Hugh L. Stephenson, CFA

Cromwell Baun

Tammy Mummert

Tracy A Garrett