Experience

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.

Ryan is a registered Senior Wealth Strategy Associate with Wilson Wealth Management at UBS.

He specializes in helping clients develop and implement holistic wealth management strategies tailored to fit their unique financial needs. With a focus on long-term financial success, Ryan is dedicated to building lasting relationships with clients by providing comprehensive support and personalized guidance throughout each stage of life. 

Ryan graduated Brown University with a Bachelor's degree in Business Economics and served as a three-year starter on the varsity football team. He holds his SIE, Series 7, and Series 66 licenses.

In his spare time, Ryan enjoys fishing, exercising, and spending time with his wife and son. 

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.

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.