Experience

Makes all the difference

Our mission is to be the financial solution for all of our clients' goals and needs. We understand that trusted financial advice is more important than ever and take the responsibility to provide that advice very seriously. Our goal is to be the Wealth Manager who will partner with you to make sure your financial objectives are achieved. If your goals or circumstances change over time, or new opportunities arise, we will adjust your plan to ensure it is on track.

If you are looking to build wealth for your future, discover financial solutions for your business, provide for the next generation or create a strategy to give to the people and causes that mean the most to you, we are here to provide the advice that will give you confidence to achieve all you hope for and more.

James "Jimmy" Wilson

Managing Director–Wealth Management

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.

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.

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

  • University of Georgia
  • Terry College of Business
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

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Ryan Nicholas Kopec

Senior Wealth Strategy Associate

Ryan is a Registered Senior Wealth Strategy Associate 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 Tampa Bay Waterkeeper and is a pending donor for the National Bone Marrow Donor Program.    

Registered States:
  • AL
  • AR
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NE
  • NJ
  • NY
  • OH
  • SC
  • TN
  • TX
  • VA
  • WI
  • WV

Education

  • Brown University, B.A. Business Economics
Home Worker FL
Home Worker FL, FL 000

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Kristin Michelle Wint

Wealth Management Associate

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.

Registered States:
  • AL
  • AR
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NE
  • NJ
  • NY
  • OH
  • SC
  • TN
  • TX
  • VA
  • WI
  • WV

Education

  • Auburn University, B.S. Animal Sciences
Home Worker GA
Home Worker GA, GA 000

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Megan Harris

Client Associate

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.

Education

  • Georgia State University
Home Worker GA
Home Worker GA, GA 000

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