Managing Director–Wealth Management
Financial Advisor
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.
Managing Director–Wealth Management
Financial Advisor
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.
Authorized Officer
Team Administrator
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.
Authorized Officer
Team Administrator
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.
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.
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.
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