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Tripp Rawls, CFP®

Senior Vice President–Wealth Management

Financial Advisor

Tripp Rawls is a Senior Portfolio Manager and Senior Vice President of Wealth Management in the UBS Financial Services Buckhead office. Tripp helps simplify the complexity in his clients’ financial lives by providing advice and guidance based on time-tested investment and planning principles. His clients are typically high net worth families and entities who need a financial professional to help them plan for the long-term. At the heart of his philosophy is a passion to build enduring relationships with individuals, families, foundations, and trusts through his commitment to provide outstanding service. Through UBS Financial Services, Tripp is able to offer both the intimacy and personalized attention of a boutique and the global resources of one of the world’s largest financial services firms.  

Tripp focuses on retirement planning wealth management and frequently makes presentations to groups of pre-retirees for major employers across the country. In his career, he has been invited to speak to employees of Novelis Corporation, Randstad Corporation, IBM, Valero Corporation, and the Employees Retirement System of Georgia, among others. 

Tripp provides advice to a number of foundations and associations. Working within the parameters of each organization's investment policy statement, he helps guide the organization's leadership team throughout the asset allocation and investment selection process. 

A graduate of Florida State University, Tripp has been in the financial services industry since 1999, working at Merrill Lynch from 2003 until joining UBS Financial Services in 2017. He lives in Buckhead with his wife Laura and daughters Caroline & Allison. Active in the community, he is the Chairman of the Board of Lenbrook, coaches girls softball and basketball through NYO and Northside Church, is a past member of the Board of Trustees of the Marcus Autism Center, is a past president of the Phi Delta Theta Atlanta Alumni Club, and is a member of the Capital City Club. 

Registered States:
  • AL
  • CO
  • FL
  • GA
  • IN
  • LA
  • MI
  • NC
  • NJ
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June 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

Education

  • Florida State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Investing
Asset allocation
Executive compensation
Sustainable investing
Securities-backed lending
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326
  • (404) 760-3100

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