This is where we live too.
We have deep roots in the Southeast, particularly in Tennessee, North Carolina and Georgia. Our goal has always been to serve the sophisticated needs of families and individuals like yours to help build and preserve your success. We believe no two individuals or families are alike and tailor our approach to your specific needs so you can pursue your life's goals to the fullest.
A commitment beyond wealth.
- 150-year heritage in helping you transform your success into a lasting legacy
- Resources for your unique and sophisticated needs—including your business, family, philanthropy and personal passions
- Resources for educating your children about the responsibilities of wealth
- Insights and experience to enrich every aspect of your life.
You’re in great company— UBS is one of the world’s largest wealth managers.
Boutique experience for the attention you deserve.
Deep community involvement.
Working together to help you pursue what matters most.
Signiﬁcant wealth brings complexity. UBS Wealth Way helps you think about your life and wealth along three key strategies: Liquidity. Longevity. Legacy. Each is designed to work in tandem throughout your life and beyond. Together, we’ll look at every aspect of your wealth—including nurturing your family’s ﬁnancial, social, and human capital. All so that we can help pass on your values and your legacy today, tomorrow and for generations to come.
Liquidity. Longevity. Legacy.
Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Your leadership team has deep experience in the sophisticated needs of the wealthy. The team works closely with your Financial Advisor in bringing you the global resources, intellectual capital and comprehensive solutions the firm has to offer.
Private Wealth Management Atlanta
Robert has more than 30 years of experience at UBS. He has been part of the field leadership as well as served as a senior executive in the home office. He received the UBS Edward J. Connolly Leadership Award in 2006 and helped open the Atlanta Wealth Management offices in 2007. Robert holds a B.A. from Tulane University and is active in various community and charitable organizations.
Let’s start a conversation.
Your goals and aspirations, your family and business, the legacy you want to leave behind—these are the things that drive you. They are also the very things that inspire us to craft an exclusive plan for you. To explore how we may serve you and your family’s needs, please contact us. And experience the UBS difference.
UBS Financial Services Inc.
3280 Peachtree Road NE
Atlanta, GA 30305
UBS Financial Services Inc. regional offices
13024 Ballantyne Corporate Plaza
Charlotte, NC 28277
3102 West End Avenue
Nashville, TN 37203
6070 Poplar Avenue
Memphis, TN 38119