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Tom has worked in Wealth Management since 2002. He is a Managing Director, Financial Advisor with UBS, where he serves clients as a Certified Financial Planner™ professional and Certified Private Wealth Advisor®. Tom applies in-depth financial strategies for both corporations and individuals. He helps families navigate the complex, multi-generational challenges that accompany significant wealth, assists businesses in accessing capital markets and monetization opportunities, and works with corporate executives to maximize their employee benefits—delivering meaningful value across a wide range of client needs.

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Elisabeth Bailey, CFP® is a Team Administrator at UBS, where she focuses on implementing tailored financial plans and investment strategies for clients. She brings a strong foundation in economics and finance, having earned her Bachelor’s degree in Business Administration with a concentration in Economics from the Terry College of Business at The University of Georgia.

Elisabeth holds her Series 6, 7, 63, and 65 licenses and is a CERTIFIED FINANCIAL PLANNER®™ practitioner, a designation awarded by the Certified Financial Planner™ Board of Standards, Inc. She leverages her training, industry experience, and operational expertise to deliver customized strategies that address a wide range of client financial needs—from straightforward to highly complex.

In recognition of her outstanding commitment to client service and operational excellence, Elisabeth was honored with a 2024 Field Service Champion award. This exclusive distinction celebrates her exemplary dedication and places her among a select group of professionals recognized for delivering exceptional service.