$6 trn
UBS Group invested assets
As of 12/31/2024
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 simplifies 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, Randstad, IBM, Valero, 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 a former Chairman of the Board of Lenbrook, coaches girls softball and basketball through NYO and Northside Church, is a former member of the Board of Trustees of the Marcus Autism Center, is a former president of the Phi Delta Theta Atlanta Alumni Club, and is a member of the Capital City Club.
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
$6 trn
UBS Group invested assets
As of 12/31/2024
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.