Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Macnair S

Series 66

Atlanta, GA

UBS Financial Services

Macnair Sawicki is a financial advisor at UBS Financial Services in Atlanta, GA, with two years of industry experience. Prior to joining UBS in 2026, he worked at Morgan Stanley from 2023 to 2025 and has held various roles in hospitality and education. He holds a Series 66 designation. 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 leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

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

Fernando S

Series 63, Series 65

Atlanta, GA

UBS Financial Services

Fernando Salgado Jr. is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has been with UBS Financial Services since 2001. 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 provides research-based, model-driven investment strategies tailored to client goals.

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

Chadwick B

Series 66

Atlanta, GA

UBS Financial Services

Chadwick Boles is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as an officer for the Briarwood Park Conservancy and is involved in literary activities as an author and executive director of Canary Media, LLC, focusing on short stories and art. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

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

William D

Series 66

Atlanta, GA

UBS Financial Services

William Dodd is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

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

Samuel S

Series 66

Atlanta, GA

UBS Financial Services

Samuel Stratton is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with one year of industry experience. He began his career at UBS in 2024 following his education at Wofford College and Alpharetta High School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and services.

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

Ethan Z

Series 66

Atlanta, GA

UBS Financial Services

Ethan Zager is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2021. Prior to his advisory role, he has experience in educational and legal environments, including American University and Kaufman Law. 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 supported by proprietary research and model-based asset allocations.

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

Andrew Z

Series 63, Series 65

Atlanta, GA

UBS Financial Services

Andrew Zager is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the board of trustees for Riverside Preparatory Academy, a private preparatory and boarding school, attending biannual meetings to review the school’s operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory products.

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

Lawrence B

Series 63, Series 65

Atlanta, GA

UBS Financial Services

Lawrence Buckley is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as a trustee for a family charitable remainder trust. 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, supported by proprietary research and broad capital markets operations.

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

Louis R

Series 63, Series 65

Atlanta, GA

UBS Financial Services

Louis Rawls III is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2017, previously working at Merrill from 2003 to 2017. Rawls serves as an advisory board member for Lenbrook, a charitable organization providing housing for senior citizens in Atlanta. 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, leveraging proprietary research and model-based asset allocations to tailor client solutions.

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

Edward M

Series 63, Series 65

Atlanta, GA

UBS Financial Services

Edward Miller is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as an adjunct professor at Jacksonville State University and is involved in managing family assets and an aircraft leasing business. He also holds an officer position with the Smokerise Field Club, a recreational and social organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")