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John F

Series 63, Series 66

Atlanta, GA

UBS Financial Services

John Fuller is a financial advisor at UBS Financial Services in Atlanta, GA, with 32 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Fuller serves on the board of the Kennesaw Girls Softball Association as a scheduler for a nonprofit youth softball organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Erik S

Series 66

Atlanta, GA

UBS Financial Services

Erik Seeney is a financial advisor at UBS Financial Services in Atlanta, GA, with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research, lending programs, and data analytics to support client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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