A tradition of wealth management for your life and legacy

Three generations in the front yard

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Nothing is more rewarding than knowing our team continues to make a difference after more than 40 years.

- Carla Thompson

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.

  • Carla K. Thompson

    Carla Thompson

    Managing Director–Wealth Management

    Financial Advisor

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  • Robert Kyle Kight

    Robert Kight

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Alexander Armstrong

    Alexander Armstrong, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Jamie Packer

    Jamie Packer

    Executive Director

    Financial Advisor

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  • Cynthia M. Molina

    Cynthia Molina

    Senior Client Service Associate

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  • Marlie Corzine Thomas

    Marlie Thomas

    Senior Client Service Associate

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

office building

Investment management

office setting

We look beyond your portfolio

family beach

People matter

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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