Insight-based advice

Telescope in window

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.

books

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

    • image
    • image
    • AL
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MD
    • MN
    • NC
    • OH
    • SC
    • TN
    • VA
    • WI

    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

          • image
          • image
          • AL
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • ID
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • ME
          • MI
          • MO
          • MS
          • NC
          • NJ
          • NV
          • NY
          • OH
          • SC
          • TN
          • TX
          • UT
          • VA
          • WI
          • WY

                3560 Lenox Rd NE
                28th Floor
                Atlanta, GA 30326
                casey.wilson@ubs.com
                Casey J. Wilson
                3560 Lenox Rd NE,Atlanta,GA,30326
              Three generations in apple orchard

              Turn possibilities into a plan

              US equity market outlook

              Mountain climbers on peak at sunrise

              A leading global wealth manager

              White House

              ElectionWatch 2024

              24 questions for the '24 US election

              Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

              The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

              Insights