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