Insight-based advice

A team of rowers rowing a boat

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Great Barrier Reef

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.

  • James Wilson Profile Photo

    James "Jimmy" Wilson

    Managing Director–Wealth Management

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    Rank
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • NC
    • NE
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WI
    • WV

    Jimmy has helped clients manage their wealth for over 20 years.  He joined UBS in 2009 after 12 years at Morgan Stanley.

    Jimmy emphasizes Total Wealth Management, by managing all financial needs and goals for each client using a specific and detailed plan based on their individual situation. His practice works with individuals, corporations, institutions, and foundations along with a concentration in estate management.

    Jimmy graduated from the University of Georgia and Terry College of Business. He is registered with FINRA, AMEX, CBOE, The National Futures Association, NASDAQ, NYSE, Philadelphia Exchange and ARCA.  He holds a Series 7, 31, 63, 65, and 66 securities licenses as well as licenses for life and health insurance.

    Jimmy currently resides in Atlanta with his wife and four children.

    • Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020, 2021, 2022
    • University of Georgia
    • Terry College of Business
      3560 Lenox Rd NE
      28th Floor
      Atlanta, GA 30326
    • Ryan Kopec Profile Photo

      Ryan Nicholas Kopec

      Wealth Strategy Associate

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      • AL
      • AR
      • CA
      • CO
      • FL
      • GA
      • HI
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • MI
      • NC
      • NE
      • NJ
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • WI
      • WV

      Ryan is a Registered Business Development Specialist with Wilson Wealth Management at UBS. He holds his SIE, Series 7, and Series 66 licenses.

      Ryan graduated from Brown University in Providence, RI with a Bachelor of Arts in Business Economics. As part of the Varsity Football Team, Ryan garnered Academic All-Ivy honors, CoSIDA Academic All-District honors, and served as a 3 year starter contributing to his team on the field. He grew up in Alpharetta, GA and attended Alpharetta High School where he was a dual sport varsity athlete and George Morris Student-Athlete Scholarship recipient. He enjoys volunteering his time at Brown University's Bench Press for Cancer and is a pending donor for the National Bone Marrow Donor Program.    

        • Brown University, B.A. Business Economics
          101 E Kennedy Blvd
          18th Floor
          Tampa, FL 33602
        • Kristin Wint Profile Photo

          Kristin Michelle Wint

          Wealth Management Associate

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          • AL
          • AR
          • CA
          • CO
          • FL
          • GA
          • HI
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • MI
          • NC
          • NE
          • NJ
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • WI
          • WV

          Kristin is a Registered Client Service Associate with Wilson Wealth Management at UBS Financial Services.  She joined UBS in 2014 after 10 years in the healthcare industry.  Kristin graduated from Auburn University in 2004 with a Bachelor of Science in Animal Sciences.  She holds her Series 7 and Series 66 licenses.

          She currently resides in Atlanta with her husband and two children.

            • Auburn University, B.S. Animal Sciences
              3560 Lenox Rd NE
              28th Floor
              Atlanta, GA 30326
            • Megan Harris Profile Photo

              Megan Harris

              Client Associate

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                Megan Harris is a Client Service Associate with Wilson Wealth Management at UBS Financial Services.  She is charged with on-boarding new clients, managing and maintaining accounts, administrative support and additional operations. Her goal is to not only handle day-to-day operational activities, but to anticipate client needs. Megan provides personal attention to every client and is passionate about helping others. She believes that exceptional service is essential to a successful relationship. Responsive and accessible, Megan offers a quick response to inquiries, personal touch points and ongoing communication as part of our team. She implements a ‘sundown policy’ - that all calls or emails are returned before the close of business. Megan joined UBS in 2017 bringing 18 years of experience in the financial services industry with a client relations focus. A Georgia native, she graduated from Georgia State University. Megan and her husband, Matthew, reside in Suwanee, GA.

                  • Georgia State University
                    3560 Lenox Rd NE
                    28th Floor
                    Atlanta, GA 30326

                  Family (financial) ties

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Are you ready for anything?

                  A Liquidity strategy can help.

                  In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                  Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

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                  As of 12/31/2021

                  51 countries

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