Experience
Makes all the difference
Ernie has 35 years of experience in the financial services industry, including 21 years with our firm. A graduate of the University of Georgia with a BAA degree in finance, Ernie was named a "Best Broker in America" by Wall Street magazine and is a published author on asset management strategies and retirement planning. An avid runner, Ernie also enjoys spending his free time hiking, golfing and playing tennis. He supports The Atlanta Humane Society and spent 8 years as a Stephen Minister at Mt. Pisgah United Methodist church. Ernie is married to Elizabeth and has two children who reside and work in Atlanta.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Atlanta, GA |
July 1994 - Present |
Oppenheimer & Co. |
Vice President |
Atlanta, GA |
August 1988 - July 1994 |
Robinson - Humphrey Co. |
Vice President |
Atlanta, GA |
May 1981 - July 1988 |
Accomplishments
- Portfolio Manager (PMP). 2011
- Chartered Retirement Planning Counselor (CRPC). 2007
- Certified Investment Management Analyst (CIMA). 1992
Education
- B.B.A. Finance, University of Georgia, 1979
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health Insurance and Variable Annuity Licensed: AL, FL, GA, IN, MA, PA, TN, WI
Personal & Community
- Past board member of the Chattahoochee Nature Center
- Past member of the Finance Committee, Mt. Bethel Church
- Past member of the Endowment Committee, Mt. Bethel Church
- Current Stephen Minister Mt. Pisgah Church
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WY