Let's move forward. Together.

Our practice is built around multi generational wealth planning and we oversee full implementation of our client's plan. We deliver a formal planning and investment process with unparalleled service and attention to detail. We have been working with clients to protect their assets through every bear market, crash and crisis since 1983. As intense students of the markets, economics and politics, we are well equipped to help our clients navigate the challenging times ahead. Our primary goal is to use our personalized process of planning and execution for our clients so they gain peace of mind.

Hugh L. Stephenson, CFA

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

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

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Cromwell Baun

Senior Vice President–Wealth Management

Chartered Financial Analyst®

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

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

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Tammy Mummert

Client Associate

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

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Tracy A Garrett

Accredited Wealth Management Advisor℠

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA
  • WI

Credentials

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

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