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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Brooks Woodruff Profile Photo

    Brooks Woodruff

    Vice President–Wealth Management

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    Brooks graduated from the University of Georgia with a bachelor's degree in risk management and insurance. Brooks has over 30 years experience in the securities industry. His focus is serving the needs of individuals, families and business owners. He utilizes the firm's extensive resources in equity management, fixed income strategies and alternative investments to help his clients achieve their financial and estate planning goals.

          3560 Lenox Road NE
          28th Floor
          Atlanta, GA 30326
          brooks.woodruff@ubs.com
          Brooks Woodruff
          3560 Lenox Road NE,Atlanta,GA,30326
        • Casey J. Wilson Photo

          Casey J. Wilson

          Team Administrator

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          • AL
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                3560 Lenox Rd NE
                28th Floor
                Atlanta, GA 30326
                casey.wilson@ubs.com
                Casey J. Wilson
                3560 Lenox Rd NE,Atlanta,GA,30326
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              Support and resources

              The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

              Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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