Atlanta, GA 3560 Lenox Road NE Suite 2800 Office

Mary Bennett is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMORGAN Securities LLC and JPMorgan Chase Bank NA before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital market strategies.

Timothy Dod is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. 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 and uses proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Otis Pollard III is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved with an independent production team associated with Netflix, providing a residence for filming. 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 financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Lindsay Belton Paugh is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves as Chair of the Finance Committee at the First Church of Christ Scientist in Atlanta, where she assists with annual budgeting and financial reviews. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Jack Delgado is a Series 66 licensed financial advisor with UBS Financial Services in Atlanta, GA, bringing four years of industry experience. Prior to joining UBS in 2021, he held positions at Green Square Wealth Management and was employed at Cherokee Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor plans to client goals.

Hayley Byrne 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, with prior experience at Baird. She also has a background in education, having worked at the University of Georgia and Sacred Heart Academy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Brent Lane is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services.

Madison Schroeder is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation. Madison has worked at UBS since 2024 and has prior experience in education at The University of Georgia and The Lovett School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Justin Pugh 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 Financial Services since 2015. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Laura Wellon is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2001. Outside of her advisory work, she serves on the board of TVS Design, an architecture firm, and is president of the Atlanta chapter of the Exit Planning Institute. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor client plans. The firm offers both wealth management and institutional trading capabilities.

Thays Pires is a financial advisor with UBS Financial Services who holds the Series 66 designation and has 13 years of industry experience. Prior to joining UBS in 2021, Thays worked for Morgan Stanley Private Wealth Management from 2011 to 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Ian Roth is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at Goldman Sachs for seven years and SunTrust Robinson Humphrey for three years. He holds the Series 65 and Series 63 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 delivers advisory work using proprietary research and model-based asset allocations.

Bradley Roberts is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with UBS since 2015. Roberts serves on the Board of Advisors for the Duke University Brain Tumor Program, contributing to brain tumor research and awareness. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.

John Lindsey is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank and JPMorgan Securities. Outside of his advisory role, he serves as Treasurer for the Loring Heights Neighborhood Association in Atlanta, managing payments and neighborhood upkeep initiatives. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocation to tailor investment plans. The firm also provides custody, underwriting, and capital markets services alongside wealth management.

Alex Elmore is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. 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-driven, customized investment solutions across a broad platform.