Susan Parrish is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63, 65, and 66 designations and possessing 26 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves on the Executive Committee of TABLE Ministries, a faith-based nonprofit providing personal care items and organizing activities for the homeless community in Gwinnett County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to customize client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Scott Reynolds is a financial advisor at UBS Financial Services in Atlanta, GA, with six years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Truist Advisory Services, TTR Sotheby's International Realty, and served four years in the United States Army. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor advice according to clients’ goals and risk tolerances.

Andrew Patel is a financial advisor at UBS Financial Services in Atlanta, GA, holding Series 66 and Series 63 designations with one year of industry experience. He previously worked at Morgan Stanley and has an academic background from Arizona State University. He is a sole proprietor of an inactive investment-related entity, ARA Capital Investments LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Brandon Reynolds is a financial advisor at UBS Financial Services with 25 years of industry experience. He has worked at UBS since 2007 and previously spent four years at J.P. Morgan Securities. Outside of his advisory role, he serves on the board of the Georgia State Golf Association and is a partner in a mobile waste compaction company in Atlanta. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

Ivelisse Maldonado is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and SunTrust Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Cathy Williams is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is involved in real estate through Prudential GA Realty. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Christopher Moorman is a CFP®-designated financial advisor with UBS Financial Services in Atlanta, GA, and has 33 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, underwriting, and capital markets services.

Natalia Abbott is a financial advisor at UBS Financial Services in Atlanta, GA, with 19 years of industry experience. She has been with UBS since 2016. Abbott holds the Series 63, Series 65, and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Andrew Halpern is a financial advisor at UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses. He has 25 years of industry experience and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Marek Misewicz is a financial advisor at UBS Financial Services with 23 years of industry experience. He has held his current position at UBS since 2008. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 plans to clients’ goals and risk tolerances.

Amber Golay is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, she worked in physical therapy and related healthcare roles from 2010 to 2022. Outside of advisory work, she operates a sole proprietorship selling medical products through Amazon. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Julie Holton is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. Her career includes multiple tenures at UBS Financial Services as well as roles at Janney Montgomery Scott LLC, Northern Lights Distributors, and Swan Global Investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including financial planning, portfolio management, and capital markets solutions.

C Woodruff is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Harris Gignilliat is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as CEO of Gignilliat Enterprises, a real estate business, and is president of the Young Executive Society of the Buckhead Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research with model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad platform that includes financial planning, portfolio management, and capital markets activities.

Stephen Maloof is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2000 and holds a Series 63 designation. Based in Atlanta, GA, Maloof has spent over two decades serving clients through one of the largest financial institutions. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to clients' goals.

David Paek is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual and service as an independent contractor for Uber providing food delivery. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Brigid Mc Grath is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. Her prior work includes positions at RJ Pope and various roles outside finance, including at Crabapple Tavern and Taqueria Tsunami. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Quillian Grindstaff is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the board of directors for the Highland Pointe Homeowners Association, overseeing clubhouse maintenance and event coordination. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including capital markets operations and affiliated banking programs.

Cromwell Baun is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he serves on the board of directors for The Ron Clark Academy and Open Hand NMTC Support, a nonprofit that delivers nutritious meals to those in need, and is involved with the Georgia Society of Certified Public Accountants as chair of the Estate & Financial Planning section. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and asset allocation models to tailor client solutions.

Jordan Fuller is a financial advisor at UBS Financial Services in Atlanta, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at Shift Group and held various roles at the College of The Holy Cross Facilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad range of financial products.