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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
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          Casey J. Wilson

          Team Administrator

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                3560 Lenox Rd NE
                28th Floor
                Atlanta, GA 30326

              Focus on liquidity management

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              UBS and Credit Suisse—stronger than ever

              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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              As of 12/31/2022

              51 countries

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              UBS is a world-leading wealth manager

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