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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.

Three people sitting in office
  • Earle Dodd

    W. Earle Dodd

    Managing Director–Wealth Management

    Financial Advisor

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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
      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, 2022The 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. 

        3455 Peachtree Road NE
        Suite 1700
        Atlanta, GA 30326
      • J. Allen Wright

        J.Allen Wright, CIMA

        Senior Vice President–Investments

        Financial Advisor

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        • AL
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        J. Allen Wright is a Senior UBS Institutional Consultant who has been with UBS since 1983. Allen personally serves as a trustee on over $1 billion in plan assets and, in this capacity, has faced the identical challenges as you in the selection of an Investment Consulting firm. As Chairman of the Investment Committee for two university foundations, Allen managed the Investment Consultant search process for both institutions. The dual perspective on the Institutional Consultant search, as a Consultant and a trustee, gives him an even deeper understanding of the long term issues you face and exposure to a very wide range of "best in practice" strategies. Allen received a B.S. from the University of South Carolina and an MBA from the University of Georgia. Allen is an IMCA Certified Investment Management Analyst through the Wharton School and is a member of the Investment Management Consultants Association as well as the Southern Employee Benefits Conference. In addition, Allen serves on the Boards of the University of South Carolina Educational Foundation and the Covenant College Foundation.

        • Barron's Top 1,000 Financial Advisors, 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
          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, 2021The 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. 

          • Certified Investment Management Analyst®
          3560 Lenox Rd NE
          28th Floor
          Atlanta, GA 30326
        • Van G. Price

          Van G. Price, CIMA®

          Managing Director–Wealth Management

          Financial Advisor

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          Van works with the goal of serving the needs of a limited number of investors and entrepreneurs who possess substantial wealth.  Van specializes in the personalized construction and ongoing management of client portfolios.  He also helps clients coordinate their financial and legacy strategies with the clients other trusted advisors.

          Van is a Certified Investment Management Analyst ("CIMA") and has spent his entire 35 year career serving ultra high net worth clients, their families, and corporate and philanthropic entities.  He was the Co-Chair of the UBS FA Advisory Council to the firms Executive Committee.   Van graduated from the University of Georgia in 1979 with BBA in Finance.

          In Van's free time, he enjoys the outdoors, including water skiing with his family at Lake Blue Ridge, and hunting and fishing with his son Lee and other friends. He is also active in Trinity Community Ministries Trinity House in Atlanta, and the 100 Black Men of Atlanta.  Van and his wife, Cindy, have three kids, Sarah, Lee and Janie.

          • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021
            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, 2021The 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. 

              3280 Peachtree Road NE
              21st floor
              Atlanta, GA 30305
            • Scott Olsen

              Scott Carlton Olsen, CIMA®

              Senior Vice President–Wealth Management

              Financial Advisor

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              Scott has more than 24 years of experience and focuses on the development and execution of customized investment strategies and solutions, for both individual and institutional clients. He has extensive experience specializing in developing investment policy statements, asset allocation modeling, investment manager and mutual fund evaluations, portfolio analysis, executive life and disability, and non-qualified defined compensation plans. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

              Scott is a 1985 graduate of the United States Naval Academy where he earned his B.S. in applied business management. He earned an M.B.A. in 1992 from Averett University of Virginia. Scott is a member of the Investment Management Consultants Association. Scott received the designation of Certified Investment Management Analyst (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.

              • Barron's Top 100 Institutional Consultants, 2021The 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. 

                  3560 Lenox Rd NE
                  28th Floor
                  Atlanta, GA 30326
                • Raymond

                  Raymond Vuicich Jr.

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  Ray has more than 18 years of experience and focuses on the development and execution of customized investment strategies and solutions, regardless of complexity. He has extensive experience specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluations and portfolio evaluation, review and non-qualified defined compensation plans. His clients include pension plans, foundations, endowments and corporate benefit plans.

                  Ray is a 1989 graduate of the United States Naval Academy where he earned his B.S. in mathematics. He earned his M.B.A. in 1994 from the University of San Francisco. Ray is a member of the Investment Management Consultants Association (IMCA). Ray 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 100 Institutional Consultants, 2021, 2022The 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. 

                      3455 Peachtree Road NE
                      Suite 1700
                      Atlanta, GA 30326
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                      Kristi Thelen, CIMA, CFP

                      Senior Vice President–Wealth Management

                      Financial Advisor

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                      • AL
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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.

                      http://financialservicesinc.ubs.com/fa/kristithelen/index.html 

                      • Barron's Top 100 Institutional Consultants, 2021, 2022The 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, 2021, 2022The 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, 2022The 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 Women Wealth Advisors, 2021, 2022The 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.

                        • CERTIFIED FINANCIAL PLANNER™
                        • Certified Investment Management Analyst®
                        3560 Lenox Rd NE
                        28th Floor
                        Atlanta, GA 30326

                      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.

                      Institutional consulting

                      Institutional consulting

                      Retirement plan sponsors

                      Retirement plan sponsors

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                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

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