51 countries
Our global footprint
At Zager Wealth Management, we guide you through a lifetime of investment decisions — and through the most important events of your life. Your bespoke financial plan is the bedrock of every wealth management decision. We create strategies to manage your wealth that can help fund your most important goals— purchasing a first or second home, growing or selling a business, paying for children’s education, enjoying the retirement of your dreams, or leaving a legacy for your family and the causes that matter to you.
We accomplish this by building close client relationships and delivering white glove service. We meet with all clients several times a year and on a need basis. Every detail matters, and we pay attention by listening first, then figuring out the best plan of action. We treat every client as a member of our family. Our local team has a specialist to cover every aspect of wealth management, and we leverage the vast global resources of UBS.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
We do more than manage money.
We optimize potential.
We have decades of experience in portfolio management, but we’re also excellent at spotting talent. And by "talent," we mean people who know what they have and are willing to think creatively and resourcefully to express it in ways that not only surprise and delight themselves, but also can change the world.
We count those people among our most stellar clients—and also among the happiest people we’ve ever met. Because when you decide to leverage what you have to your highest purpose, your life takes on a new meaning.
Although we work with clients throughout the country, our multigenerational team has deep roots. We understand that money means freedom. You have worked hard to build your wealth and we promise to work just as hard to preserve it.
We’ll work with you to set the right financial plan in place, wherever you are in life. We start by listening to your needs and learning about what you value most. We then meet regularly and speak often as we review the performance of your investments and make adjustments for life changes and economic conditions.
With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.
What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
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.
Helping clients grow their wealth for their most important life events
One of the first things Andy shares with new clients is that he attended Riverside Military Academy learning leadership and organizational skills that are the foundation of his business philosophy today. Clients come first. Trust is earned by developing a rapport and building relationships that last — through multiple generations. Clients and referrals appreciate the Zager team’s ability to offer the right financial advice at the right time. Managing portfolios, diversifying investments, and helping with life events— for children’s education, purchasing a home, and a retirement plan that lasts a lifetime — the Zager team sees clients through family’s milestone events, both challenging and happy.
Leading an elite team of financial advisors
Born and raised in Atlanta, GA, Andy learned about investing as a boy from his grandfather and father. He always wanted to help people manage their money, and to teach — qualities that make him a born financial advisor and leader. Andy mentors and inspires his team by giving them the tools to succeed. Each team member specializes in a specific set of skills backed by the resources of UBS. Clients appreciate that every member of the Zager team really listens, and every call and email is answered before the day’s end. Exceptional service often includes special events such as financial workshops about topics of interest such as retirement, legacy planning, and philanthropy.
Past experience
Life
Holistic financial advice. A path to client success.
The financial services industry always felt like home to Casey, whose father was a financial advisor and wholesaler for over 30 years. Casey’s love of people, his ability to problem-solve and the fact that each day brings different challenges have made his own 19-year career in finance a perfect fit for him. His experience as a financial analyst at Morgan Stanley and Cardlytics gave him the opportunity to hone his accounting skills and analyze companies from a fundamental and different perspective than investing. At the Zager Wealth Management team at UBS, Casey conducts research, provides sound advice, designs investment strategies and handles trading.
The priceless look in a client’s eyes
When dealing with clients, Casey believes in levelheadedness, loyalty and resilience. He knows that long-lasting, multigenerational client relationships are built over time. That takes knowledge, patience and the experience to craft individualized financial and investment plans that take into account insurance needs as well. Casey also prepares Financial Goal Analysis (FGA) reports, fields investment questions and oversees client relationships. But what makes him happy on any given day, is the look in a client’s eyes when they realize their goals have been achieved.
Past experience
Life
Empathy means putting ourselves in our clients’ shoes
Marek has always wanted to work in a field where he could serve others. With over 22 years of experience in the financial industry, Marek has been through many market cycles and has shepherded clients to manage and grow their wealth. He is grateful to be part of a team that leverages each member’s knowledge and offers outstanding client service combined with the strength of UBS resources. Marek believes that one of the essential jobs of a financial advisor is to make clients feel heard and understood. That takes great listening skills and empathy. After all, he is helping clients manage their money—one of the most important aspects of their lives.
The vision to build and protect wealth
Marek believes that building wealth is all about helping each client build the life they’ve always wanted. Because each client’s needs and financial goals are unique, the Zager Wealth Management team works to create a customized financial plan for every client. This is followed by regular portfolio review meetings throughout the year, to stay the course or make adjustments that depend on the changing market and the client’s needs. While growing a client’s wealth is a priority, protecting it, is of equal importance. A shared vision with clients and honest communication are key to forging trusting long-term relationships.
Past experience
Life
Going above and beyond without being asked
As Team Administrator for Zager Wealth Management at UBS, Zoe has a passion for helping clients. Her personal goal is to provide clients with that special “something” they cannot experience anywhere else: exceptional service. This includes facilitating the account opening process, servicing client accounts and implementing investments. Zoe also specializes in handling the team's credit lines, banking products, and alternative investments. Combined with her previous work as a financial advisor at AIG and her bank branch management training give her a deep understanding of the multiple faceted aspects of wealth management.
Leveraging the strength of every team member
Zoe thrives in her leadership role. She has an impeccable work ethic, is always respectful and kind and she genuinely has our clients’ best interests at heart. Zoe brings a deep understanding of everyone’s role on the Zager Wealth Management team. She knows how to leverage everyone’s strengths which is why she is tasked with ensuring that our team has the most efficient possible processes in place without sacrificing our vision and focus. Zoe believes that when everyone’s vision aligns, the team can grow the business and everyone wins — especially clients.
Past experience
Life
Communication. Flexibility. Integrity.
In Amber’s first career as a physical therapist, she worked with clients with orthopedic and neurological conditions, rehabilitating them from injury and disability to healing so they could function and work in their daily lives. Helping people return to a normal life is an uncommon but ideal preparation for understanding the unique needs of Zager Wealth Management clients. Communicating clearly, advocating for client needs, flexibility, integrity and attention to detail—all come naturally to Amber in her new career as a UBS Registered Client Associate.
A passion to exceed client expectations
Amber is proud to be a member of the Zager Wealth Management team at UBS, whose diversified financial professionals aim to the highest standard: flawless client service. Amber’s role is to help facilitate every aspect of the business; answering and fielding calls, facilitating transactions, working closely with Financial Advisors to complete tasks related to investment decisions and providing resolution to each and every client request. This requires seamless teamwork, timely service and the desire by all to exceed client expectations.
Life
Dedicated. Driven. Organized.
Kendall loves her job. She oversees every aspect of planning client events for the Zager Wealth Management team, be that a financial seminar or a holiday party. Kendall also schedules regular review appointments that take place several times a year for every client. Kendall is also in charge of client communications and marketing. She loves wearing multiple hats because her job is always challenging, detail-oriented and never boring. This takes focus and a determination to provide consistent, excellent client service.
Behind-the-scenes excellence
Before working in the financial industry, Kendall was a grade school teacher. This experience taught her the importance of patience and how dealing with different age groups varies. One of Kendall’s many strengths is being open-minded and able to take constructive criticism. She values learning something new each day, especially looking at financial and interpersonal problems from different perspectives.
Kendall prioritizes honesty in dealing with clients. She likes to say, “We never do anything just for our benefit, only for the clients.”
Life
Helping clients from generation to generation
As an integral member of the Zager Wealth Management team, Juanita works closely with clients and their families. Having assisted clients for over 36 years, Juanita brings a wealth of financial experience backed by amazing interpersonal skills. Juanita interacts with clients daily, fielding questions and assisting with operational needs. She handles estates and trust accounts—and even helps some clients gather their taxes. One of Juanita’s most important qualities is that she gets to know each client personally and build trust across generations. On multiple occasions, Juanita has worked with clients, their adult children and eventually, their grandchildren.
Addressing client requests in a timely manner
Juanita values and respects how clients have been able to save and grow their money over the years. She understands family dynamics and the importance of passing wealth from one generation to the next. Her idea of white glove service is defined by addressing all client requests in a timely manner. Juanita tentatively plans to retire in December 2023. She’s had an amazing career and has truly helped a countless number of families who will surely miss her. She is actively training each team member to take over her responsibilities.
Life
Helping clients grow their wealth for their most important life events
One of the first things Andy shares with new clients is that he attended Riverside Military Academy learning leadership and organizational skills that are the foundation of his business philosophy today. Clients come first. Trust is earned by developing a rapport and building relationships that last — through multiple generations. Clients and referrals appreciate the Zager team’s ability to offer the right financial advice at the right time. Managing portfolios, diversifying investments, and helping with life events— for children’s education, purchasing a home, and a retirement plan that lasts a lifetime — the Zager team sees clients through family’s milestone events, both challenging and happy.
Leading an elite team of financial advisors
Born and raised in Atlanta, GA, Andy learned about investing as a boy from his grandfather and father. He always wanted to help people manage their money, and to teach — qualities that make him a born financial advisor and leader. Andy mentors and inspires his team by giving them the tools to succeed. Each team member specializes in a specific set of skills backed by the resources of UBS. Clients appreciate that every member of the Zager team really listens, and every call and email is answered before the day’s end. Exceptional service often includes special events such as financial workshops about topics of interest such as retirement, legacy planning, and philanthropy.
Past experience
Life
Holistic financial advice. A path to client success.
The financial services industry always felt like home to Casey, whose father was a financial advisor and wholesaler for over 30 years. Casey’s love of people, his ability to problem-solve and the fact that each day brings different challenges have made his own 19-year career in finance a perfect fit for him. His experience as a financial analyst at Morgan Stanley and Cardlytics gave him the opportunity to hone his accounting skills and analyze companies from a fundamental and different perspective than investing. At the Zager Wealth Management team at UBS, Casey conducts research, provides sound advice, designs investment strategies and handles trading.
The priceless look in a client’s eyes
When dealing with clients, Casey believes in levelheadedness, loyalty and resilience. He knows that long-lasting, multigenerational client relationships are built over time. That takes knowledge, patience and the experience to craft individualized financial and investment plans that take into account insurance needs as well. Casey also prepares Financial Goal Analysis (FGA) reports, fields investment questions and oversees client relationships. But what makes him happy on any given day, is the look in a client’s eyes when they realize their goals have been achieved.
Past experience
Life
Empathy means putting ourselves in our clients’ shoes
Marek has always wanted to work in a field where he could serve others. With over 22 years of experience in the financial industry, Marek has been through many market cycles and has shepherded clients to manage and grow their wealth. He is grateful to be part of a team that leverages each member’s knowledge and offers outstanding client service combined with the strength of UBS resources. Marek believes that one of the essential jobs of a financial advisor is to make clients feel heard and understood. That takes great listening skills and empathy. After all, he is helping clients manage their money—one of the most important aspects of their lives.
The vision to build and protect wealth
Marek believes that building wealth is all about helping each client build the life they’ve always wanted. Because each client’s needs and financial goals are unique, the Zager Wealth Management team works to create a customized financial plan for every client. This is followed by regular portfolio review meetings throughout the year, to stay the course or make adjustments that depend on the changing market and the client’s needs. While growing a client’s wealth is a priority, protecting it, is of equal importance. A shared vision with clients and honest communication are key to forging trusting long-term relationships.
Past experience
Life
Going above and beyond without being asked
As Team Administrator for Zager Wealth Management at UBS, Zoe has a passion for helping clients. Her personal goal is to provide clients with that special “something” they cannot experience anywhere else: exceptional service. This includes facilitating the account opening process, servicing client accounts and implementing investments. Zoe also specializes in handling the team's credit lines, banking products, and alternative investments. Combined with her previous work as a financial advisor at AIG and her bank branch management training give her a deep understanding of the multiple faceted aspects of wealth management.
Leveraging the strength of every team member
Zoe thrives in her leadership role. She has an impeccable work ethic, is always respectful and kind and she genuinely has our clients’ best interests at heart. Zoe brings a deep understanding of everyone’s role on the Zager Wealth Management team. She knows how to leverage everyone’s strengths which is why she is tasked with ensuring that our team has the most efficient possible processes in place without sacrificing our vision and focus. Zoe believes that when everyone’s vision aligns, the team can grow the business and everyone wins — especially clients.
Past experience
Life
Communication. Flexibility. Integrity.
In Amber’s first career as a physical therapist, she worked with clients with orthopedic and neurological conditions, rehabilitating them from injury and disability to healing so they could function and work in their daily lives. Helping people return to a normal life is an uncommon but ideal preparation for understanding the unique needs of Zager Wealth Management clients. Communicating clearly, advocating for client needs, flexibility, integrity and attention to detail—all come naturally to Amber in her new career as a UBS Registered Client Associate.
A passion to exceed client expectations
Amber is proud to be a member of the Zager Wealth Management team at UBS, whose diversified financial professionals aim to the highest standard: flawless client service. Amber’s role is to help facilitate every aspect of the business; answering and fielding calls, facilitating transactions, working closely with Financial Advisors to complete tasks related to investment decisions and providing resolution to each and every client request. This requires seamless teamwork, timely service and the desire by all to exceed client expectations.
Life
Dedicated. Driven. Organized.
Kendall loves her job. She oversees every aspect of planning client events for the Zager Wealth Management team, be that a financial seminar or a holiday party. Kendall also schedules regular review appointments that take place several times a year for every client. Kendall is also in charge of client communications and marketing. She loves wearing multiple hats because her job is always challenging, detail-oriented and never boring. This takes focus and a determination to provide consistent, excellent client service.
Behind-the-scenes excellence
Before working in the financial industry, Kendall was a grade school teacher. This experience taught her the importance of patience and how dealing with different age groups varies. One of Kendall’s many strengths is being open-minded and able to take constructive criticism. She values learning something new each day, especially looking at financial and interpersonal problems from different perspectives.
Kendall prioritizes honesty in dealing with clients. She likes to say, “We never do anything just for our benefit, only for the clients.”
Life
Helping clients from generation to generation
As an integral member of the Zager Wealth Management team, Juanita works closely with clients and their families. Having assisted clients for over 36 years, Juanita brings a wealth of financial experience backed by amazing interpersonal skills. Juanita interacts with clients daily, fielding questions and assisting with operational needs. She handles estates and trust accounts—and even helps some clients gather their taxes. One of Juanita’s most important qualities is that she gets to know each client personally and build trust across generations. On multiple occasions, Juanita has worked with clients, their adult children and eventually, their grandchildren.
Addressing client requests in a timely manner
Juanita values and respects how clients have been able to save and grow their money over the years. She understands family dynamics and the importance of passing wealth from one generation to the next. Her idea of white glove service is defined by addressing all client requests in a timely manner. Juanita tentatively plans to retire in December 2023. She’s had an amazing career and has truly helped a countless number of families who will surely miss her. She is actively training each team member to take over her responsibilities.
Life
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
Let's put your plan in place, for today, tomorrow and for generations to come
You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.
Watch our latest House View livestream featuring Leslie Falconio, Head of Taxable Fixed Income Strategy and Nadia Lovell, Senior US Equity Strategist.
03 Aug 2023
UBS Chief Investment Office upgrades equities from least preferred to neutral, while keeping bonds as most preferred. They discuss their outlook for September and why investors should manage liquidity as rates peak.
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51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
$3.9 trillion
In invested assets globally
As of 12/31/2022
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