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Your organization has many responsibilities—to shareholders, employees and their families. Today, successfully meeting those responsibilities has become more complex.

We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to us about how we can help support you in your fiduciary role.

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Retirement plan services

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Workplace Wealth

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Earle2023

    W. Earle Dodd

    Managing Director–Wealth Management

    Senior Institutional Consultant, UBS Institutional Consulting Program

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    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
    • Barron's Top 50 Institutional Consultants, 2018, 2019, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

      • Senior Institutional Consultant, UBS Institutional Consulting Program
      • Certified Investment Management Analyst®
      3455 Peachtree Road NE
      Suite 1700
      Atlanta, GA 30326
      earle.dodd@ubs.com
      W. Earle Dodd
      3455 Peachtree Road NE,Atlanta,GA,30326
    • Kristi2023

      Kristi Thelen, CIMA, CFP

      Senior Vice President–Wealth Management

      Senior Institutional Consultant, UBS Institutional Consulting Program

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      • CT
      • DC
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      • GA
      • IL
      • IN
      • KY
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      • NC
      • NH
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      Kristi Thelen is an Senior Institutional Consultant for UBS in Atlanta, Georgia.  Since joining the firm in 2000, she has assisted our institutional clients with investment policy, asset allocation, investment search and selection, as well as performance monitoring.  She is responsible for relationship management and business development.

      Mrs. Thelen holds an MBA from Georgia State University.  She is a Certified Financial PlannerTM and a Certified Investment Management Analyst®, a designation obtained through the University of Pennsylvania's Wharton School of Business.  Kristi is a current member of the Investment Management Consultant's Association (IMCA). 

      Kristi resides in Atlanta with her husband, Garon, and their two children.

       

      • Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
      • Barron's Top 50 Institutional Consultants, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
      • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The 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.
      • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
      • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

      • Georgia State University, MBA: 1997 - 1999
      • Senior Institutional Consultant, UBS Institutional Consulting Program
      • Senior Portfolio Manager
      • Endowment & Foundation Consultant
      • Certified Investment Management Analyst®
      • CERTIFIED FINANCIAL PLANNER®
      Institutional consulting
      401(k) plan services
      Family Offices
      Corporate executives
      3560 Lenox Rd NE
      28th Floor
      Atlanta, GA 30326
      kristi.thelen@ubs.com
      Kristi Thelen, CIMA, CFP
      3560 Lenox Rd NE,Atlanta,GA,30326
    • Austin2023

      Austin Dodd, CIMA®, CRPS®, AWMA®, CSRIC®

      Senior Vice President–Wealth Management

      Senior Institutional Consultant, UBS Institutional Consulting Program

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      • FL
      • GA
      • MA
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      • TN
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      • WV

      Austin joined UBS in 2009, and focuses on all aspects of Institutional Consulting including asset allocation, performance reporting, Investment Policy assistance, pension de-risking analysis and implementation, and investment manager search.

      Austin is an active alumnus and received a Bachelor of Science Degree in Business Administration from Elon University. He has been awarded the Chartered Retirement Plans SpecialistSM designation, representing knowledge of plan design, fiduciary liabilities, investment prudence, administration provider evaluation, and plan cost analysis. Additionally, he has been awarded the Accredited Wealth Management AdvisorSM designation. This designation represents knowledge of asset management, allocation and selection; investment performance and strategies; and taxation issues pertaining to investments for a broad range of investors, including small businesses and deferred compensation plans. Austin is a member of the Investment Management Consultants Association (IMCA). He has received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.

      • Barron's Top 1,200 Financial Advisors, 2025
        The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

        • Senior Institutional Consultant, UBS Institutional Consulting Program
        • Certified Investment Management Consultant
        • Chartered Retirement Plans Specialist℠
        • Accredited Wealth Management Advisor℠
        • Chartered SRI Counselor℠
        3560 Lenox Road NE
        28th Floor
        Atlanta, GA 30326
        william.a.dodd@ubs.com
        Austin Dodd, CIMA®, CRPS®, AWMA®, CSRIC®
        3560 Lenox Road NE,Atlanta,GA,30326
      • RyanCox2023

        Ryan Cox, CIMA

        Senior Wealth Strategy Associate

        Certified Investment Management Analyst®

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        • AL
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        • DC
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        Ryan is an Institutional Analyst and Senior Wealth Strategy Associate who joined UBS in 2017. Splitting his time between Institutional Consulting and Wealth Management, Ryan specializes in all aspects of portfolio management: development of an investment policy statement (IPS), asset allocation strategy based on client risk-tolerance, investment manager analysis and selection, portfolio construction, portfolio rebalancing, and ongoing portfolio monitoring.

        Ryan graduated from the University of Georgia in 2013 and is an active alumni. After receiving his Bachelors of Science in Finance he pursued a career in the investment industry. Prior to joining UBS he worked as a senior investment associate focused on investment selection, menu construction and monitoring at CAPTRUST Financial Advisors. His primary focus was growing the discretionary 3(38) fiduciary investment program and leading the firms efforts in due diligence of target-date-fund families during his tenure. He holds series 7 and 66 licenses and the Certified Investment Management Analyst (CIMA ®) designation.

        Ryan resides in Atlanta with his wife, Kristin. He is an avid golfer and home-cook enthusiast.

          • University of Georgia, BS in Finance
          • Certified Investment Management Analyst®
          3560 Lenox Rd NE
          28th Floor
          Atlanta, GA 30326
          ryan.cox@ubs.com
          Ryan Cox, CIMA
          3560 Lenox Rd NE,Atlanta,GA,30326
        • Hampton2023

          Hampton Clark, CFA®, CAIA®

          Senior Wealth Strategy Associate

          Chartered Financial Analyst®

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          • AL
          • CA
          • DC
          • FL
          • GA
          • IL
          • KY
          • LA
          • MA
          • MD
          • MI
          • MN
          • MS
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NY
          • OH
          • PA
          • PR
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI

          Hampton joined UBS in 2021. He is a graduate from the University of Georgia with a BBA in Finance . Holds Chartered Financial Analyst® (CFA®) designation and Chartered Alternative Investment Analyst® (CAIA®). Previous work experience includes AIG Capital Services and BankSouth. Day to day includes performance reports, manager and investment research, and portfolio construction. Hampton helps with the daily monitoring of Institutional Accounts and Investment process and decisions. He is an avid outdoorsman, golfer, and enjoys rooting on the Georgia Bulldawgs.

            • University of Georgia, BBA in Finance
            • Chartered Financial Analyst®
            • Chartered Alternative Investment Analyst®
            3560 Lenox Rd NE
            28th Floor
            Atlanta, GA 30326
            hampton.clark@ubs.com
            Hampton Clark, CFA®, CAIA®
            3560 Lenox Rd NE,Atlanta,GA,30326
          • Dawn2023

            Dawn McCulloh, AWMA, FPQP®

            Wealth Management Associate

            Accredited Wealth Management Advisor℠

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            • AL
            • CA
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            • GA
            • IL
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            • LA
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            • WI

                • Accredited Wealth Management Advisor℠
                • Financial Paraplanner Qualified Professional™
                3560 Lenox Road NE
                28th Floor
                Atlanta, GA 30326
                dawn.mcculloh@ubs.com
                Dawn McCulloh, AWMA, FPQP®
                3560 Lenox Road NE,Atlanta,GA,30326
              • Natalia2023

                Natalia Eduardovna Abbott

                Senior Registered Client Associate

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                • FL
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                Natalia has 19 years of experience in the financial services industry. She joined UBS Institutional Consulting as a Senior Registered Client Service Associate in 2016. Prior to UBS Natalia worked at Wachovia Securities and E*TRADE Financial. She is a graduate of the Appalachian State University in North Carolina where she earned her MBA degree. Natalia also holds the Series 7, 6, and 63 securities licenses, and Life, Health and Variable Annuities Insurance licenses.

                      3560 Lenox Rd NE
                      28th Floor
                      Atlanta, GA 30326
                      natalia.abbott@ubs.com
                      Natalia Eduardovna Abbott
                      3560 Lenox Rd NE,Atlanta,GA,30326
                    • carrieheadshot

                      Carrie C. Pope

                      Client Associate

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                        Carrie has over 18 years of experience in the financial services industry. She began working for PaineWebber/UBS in 1994 in the Bay Area of California. She began working with the UBS Institutional Consultant Group in Atlanta, in 1996. During her time with this group she was an Investment Associate to the group’s institutional clients and high net worth individual (family) clients. She serviced pension plans, employee-sponsored retirement plans, trusts, endowments and foundations with investment policy, asset allocation, performance monitoring and all service related needs. She graduated from California State University, Chico with a degree in Business Administration.  Carrie, her husband and boys reside in Roswell.

                              3560 Lenox Rd NE
                              28th Floor
                              Atlanta, GA 30326
                              carrie.pope@ubs.com
                              Carrie C. Pope
                              3560 Lenox Rd NE,Atlanta,GA,30326

                            "As part of the UBS Institutional Consulting team in Atlanta, we combine global resources with personalized service. Our team has been together for four decades, ensuring stability and long-term client relationships. We offer customized approaches, focusing on simplicity, cost-efficiency, and transparency." - W. Earle Dodd, III, Managing Director

                            3 people walking

                            UBS Workplace Voice Issue 6: SECURE 2.0 today

                            Plan sponsor attitudes and behaviors

                            The SECURE 2.0 Act of 2022 (SECURE 2.0) and state mandates are already having a profound effect on the retirement plan market. In our latest issue of the UBS Workplace Voice research report, SECURE 2.0 today, learn how retirement plan sponsors are adjusting to these new requirements and the impact on their businesses, employees, and plans.

                            Read the report

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