Danielle Milam is a financial advisor with UBS Financial Services in Jackson, MS, holding Series 63 and Series 65 designations and has four years of industry experience. She previously worked at The William Morris Group, PA for six years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 investment strategies.

Stuart Marsden is a financial advisor with UBS Financial Services in Brookhaven, GA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with UBS since 2009. UBS Financial Services 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 client plans.

Molly Mccormick is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 designations and seven years of industry experience. She previously worked at Fidelity Brokerage Services and has experience at Vanderbilt University and Veritude. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor client strategies and operates with a combination of wealth management and institutional trading capabilities.

Mark Rebillot is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with 21 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves as a member of the board of directors for a private company investment, ASW LLC. 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, providing a broad range of capital markets and advisory solutions.

William Dodd III is a financial advisor at UBS Financial Services with 48 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 designations. UBS Financial Services 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.

Sarah Boone is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. Outside of her advisory role, she serves as a trustee and board member of the Kennesaw State University Foundation, attending meetings and participating in the Budget Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including portfolio management and alternative product distribution.

Juanita Brandon is a Series 63-licensed financial advisor with UBS Financial Services in Atlanta, GA, where she has worked since 2008. She has 32 years of industry experience. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and a range of capital markets services.

Kristi Thelen is a CFP® and Series 66 licensed financial advisor with 25 years of industry experience. She has been with UBS Financial Services in Atlanta, GA since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Alissa Leno is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has worked at UBS in various capacities since 2019. Prior to her advisory roles, she was involved with Madlife Stage and Studios. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

S A Thomas is a financial advisor at UBS Financial Services in Atlanta, GA with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2014. Outside of his advisory role, Thomas is involved as a partner and investor in the manufacture and sale of marine bumpers through Big Bumper Company and serves as a partner at Discount On Dining LLC, a discount card business for restaurants. He is also named as a future board member of a travel agency owned by his family. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Jeannine Brookman is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Brien Johnson is a Series 66-licensed financial advisor with five years of industry experience. He currently works at UBS Financial Services and has previously held roles at Morgan Stanley Smith Barney, J.P. Morgan Securities, Thrivent Advisor Network, and other firms. Outside of financial services, he has experience in the restaurant and hospitality sectors, including positions at R. Davidson Chophouse and Glory Bound Gyro Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research with a range of portfolio management and financial planning services. The firm integrates institutional trading capabilities with wealth management to provide a broad spectrum of financial solutions.

Ryan Cox is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He joined UBS in 2017 after spending one year at CAPTRUST Financial Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research from UBS Global Research to tailor plans and analyses to clients’ goals and risk tolerances.

Joel Coolik is a financial advisor at UBS Financial Services with 53 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as an officer and advisor for the Weinstein Hospice Supporting Foundation, a nonprofit organization based in Atlanta. UBS Financial Services 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 provides research-driven, tailored investment solutions.

Ingrid Short is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2011. Based in Atlanta, GA, she works within a large institution serving a diverse client base. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Brittany Nam is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans in line with clients’ goals and risk tolerances.

Jasmine Guerra is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to her financial services career, she held positions at Olive Garden and El Jalapeño and was affiliated with Georgia Southern University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and research with fiduciary financial planning. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and proprietary research distribution.

Raymond Vuicich Jr. is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services 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 solutions to clients’ goals and risk tolerances.

Zachary Furr is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Northwestern Mutual, as well as positions at the University of Alabama and in franchising. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored through proprietary research and asset allocation models.

Sterling Zerbe is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 designations and possessing 38 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. 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 plans to clients’ goals and risk tolerances.