Your life. Your wealth. Your future.

Pursue what matters most

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Andy Zager Profile Photo

    Andy Zager

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
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    • WA
    • WI
    • WV

    Andy began his career with Dean Witter in 1997 which soon became part of Morgan Stanley. Joining UBS in 2008, he is a member of the Pinnacle Council, which represents less than the top 1% of advisors at the firm. He was also on the Chairman's Council at Morgan Stanley as well as the only member from the Southern Region to be on the FA Advisory Council which met with their Chairman and CEO quarterly. He is Retirement Planning Specialist and is one of a select group of UBS Advisors with the Senior Portfolio Manager designation (PMP). Andy was named to Atlanta Magazine, "Best Personal Wealth Managers" for 2008-2009 & 2011-2013 and by Atlanta Business Chronicle as a NABCAP Premier Advisor 2009-2013. Andy has been included in the Best in State Advisor list in Forbes magazine each year since 2018. And is one of Barron's top 1200 advisors in the US since 2020.  

    Born and raised in Atlanta Georgia, he attended Riverside Military Academy for his four years of high school,  graduating as the second highest ranking cadet. In October of 2014, he was inducted into their Athletic Hall of Fame for Wrestling making him only the 19th inductee in over 100 years. He attended the University of Tennessee at Chattanooga where he earned a Bachelor of Science in Marketing while wrestling on their competitive Division 1 wrestling team. Andy enjoys serving our community by working with several foundations in Atlanta and sits on the Board of Visitors at Riverside. He resides in Atlanta with his wife Rebecca and children, Rachel and Ethan.

    • Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022
    • Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022
    • University of Tennessee at Chattanooga, B.S. Marketing
    • Senior Portfolio Manager
    3560 Lenox Rd NE
    28th Floor
    Atlanta, GA 30326
  • Casey Arundel Profile Photo

    Casey Arundel

    Senior Wealth Strategy Associate

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    • AL
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    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Casey has worked in the financial services industry for over 15 years.  Previously, he was with Morgan Stanley as an Alternative Investments Analyst in New York before becoming a Financial Advisor with Merrill Lynch in Atlanta.  He has continued to sustain and build close relationships with his clients while establishing his business with UBS and Zager Wealth Management in 2015.

    Casey graduated with High Honor from Georgia Tech with a Bachelor of Science in Business.  He minored in Finance and Marketing where he was a member of the Varsity Swimming Team.  He garnered Academic All-ACC honors and helped his Jackets to multiple top 25 finishes.  He grew up locally and attended Marist High School in Atlanta, GA where he was an All-American and 3 time state champion  He enjoys volunteering his time in multiple areas for Georgia Tech as well as Habitat for Humanity.  He currently resides in Buckhead with his wife Deidre and his hobbies include running, sports, reading and golf.

      • Georgia Tech, B.S. Business
      • Wealth Advisor
      3560 Lenox Rd NE
      28th Floor
      Atlanta, GA 30326
    • Juanita Brandon Profile Photo

      Juanita Brandon

      Investment Associate

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      • AL
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      • CO
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      • GA
      • MA
      • NC
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      • TX

      Juanita is an Investment Associate and an integral part of the team. Having assisted Zager Wealth Mgmt. clients for the past 36 years, gives her a unique understanding and sense of loyalty to each client. Her thorough, caring approach is only surpassed by her professionalism. She is Series 7, and Series 63 registered.

            3560 Lenox Rd NE
            28th Floor
            Atlanta, GA 30326
          • Zoe Franklin Profile Photo

            Zoe Franklin

            Team Administrator

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            • GA
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            • NC
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            Zoe was born in England and moved to the US as a teenager.  She graduated from the University of Georgia (UGA) in 2002 with a BBA in Finance  She has spent 20 years working with clients in Financial Services.  She joined UBS and Zager Wealth Mgmt. in 2013.  As an Investment Associate and Team Administrator, not only does she provide first-class service to our clients, she helps  keep the members of our team organized.  She enjoys working out, family, and spending time with her dog Doc.  Series 6, 63,Series 65.

              • University of Georgia, BBA Finance
                3560 Lenox Rd NE
                28th Floor
                Atlanta, GA 30326
              • Anne franks

                Anne Franks

                Client Associate

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                  Anne grew up in Minneapolis and graduated from The University of Minnesota with a major in Business and a minor in Psychology. She also lived in Connecticut and Florida but have spent the past 25 years in Roswell GA with her husband and two children, who are now grown. She enjoys the outdoors, travelling, music and spending time with family and friends.

                  She has over fifteen years of sales and customer care experience in mortgage and banking. Anne has a background with abilities to allow her to assist the team in many ways. She enjoys building relationships and working with clients.  

                        3560 Lenox Rd NE
                        28th Floor
                        Atlanta, GA 30326

                      Family (financial) ties

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Are you ready for anything?

                      A Liquidity strategy can help.

                      In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                      Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

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