Vice President–Wealth Management
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.
Vice President–Wealth Management
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.
Team Administrator
Casey graduated with a finance degree from LeMoyne College in Syracuse, New York. After graduation Casey worked as a financial consultant from Merrill Lynch with a focus on retirement planning. In 2000 Casey moved to Atlanta, GA where he started his career at UBS Financial Services, Inc. Casey is in charge of supervising the day to day functions of the Woodruff Group. Casey's main focus is on developing comprehensive financial plans for the Woodruff Group's clients.
Team Administrator
Casey graduated with a finance degree from LeMoyne College in Syracuse, New York. After graduation Casey worked as a financial consultant from Merrill Lynch with a focus on retirement planning. In 2000 Casey moved to Atlanta, GA where he started his career at UBS Financial Services, Inc. Casey is in charge of supervising the day to day functions of the Woodruff Group. Casey's main focus is on developing comprehensive financial plans for the Woodruff Group's clients.
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
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
Vice President–Wealth Management
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.
Vice President–Wealth Management
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.
Team Administrator
Casey graduated with a finance degree from LeMoyne College in Syracuse, New York. After graduation Casey worked as a financial consultant from Merrill Lynch with a focus on retirement planning. In 2000 Casey moved to Atlanta, GA where he started his career at UBS Financial Services, Inc. Casey is in charge of supervising the day to day functions of the Woodruff Group. Casey's main focus is on developing comprehensive financial plans for the Woodruff Group's clients.
Team Administrator
Casey graduated with a finance degree from LeMoyne College in Syracuse, New York. After graduation Casey worked as a financial consultant from Merrill Lynch with a focus on retirement planning. In 2000 Casey moved to Atlanta, GA where he started his career at UBS Financial Services, Inc. Casey is in charge of supervising the day to day functions of the Woodruff Group. Casey's main focus is on developing comprehensive financial plans for the Woodruff Group's clients.
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
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
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