Atlanta, GA Northpark Town Center Office

Ernest Moncrieff III is a financial advisor at UBS Financial Services in Atlanta, GA, with 45 years of industry experience. He has been with UBS since 1995. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Maria Hawkins is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2012. Outside of her advisory role, she is the proprietor and owner of NicH Inversiones LLC, a company involved in real estate purchasing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

David Lee is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Danko Education and Cruz Noellien & Associates, LLC, and spent eight years at Chef Lee's, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Christopher Hartnett is a financial advisor with UBS Financial Services in Atlanta, Georgia, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith Incorporated. Outside of his advisory work, he advises his wife on business planning for her interior design company, Markey Design Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and uses proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

William Kennon is a Series 66–licensed financial advisor with 11 years of industry experience. He is currently with UBS Financial Services in Atlanta, GA, where he has worked since 2023. Prior to UBS, he was employed at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of services supported by proprietary research and comprehensive capital markets platforms.

Robert Goldstein Jr. is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63, Series 65, and Series 66 licenses and bringing 41 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he is involved in the entertainment industry through his management role at an LLC focused on music. 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 combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to client goals.

David Kusiel is a financial advisor at UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 designations with 37 years of industry experience. He has been with UBS Financial Services since 2009. Kusiel is currently the executor of a client estate, managing asset distribution according to the will. 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 strategies.

Peter Ritten is a financial advisor at UBS Financial Services with 25 years of industry experience. He has worked at UBS since 2005 and previously spent two years with Morgan Stanley DW Inc. He holds a Series 66 designation. Outside of his advisory role, he is a 25% partner and owner in two real estate investment companies based in Mississippi. 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. The firm delivers advisory work through a network of advisors using proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

Brock Balis is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Morgan Stanley and E*TRADE Securities LLC. His credentials include Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research from its Chief Investment Office to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, futures commission merchant, and providing custody and capital markets services.

Henry Langham is a Series 66-credentialed financial advisor with UBS Financial Services in Atlanta, GA, where he has worked since 2022. Prior to his current role, he spent four years at the University of Georgia and eight years at Starrs' Mill Middle and High Schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing a combination of proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans. The firm operates with capabilities in institutional trading, futures commission merchant services, and wealth management, offering a broad range of financial products and services.

Amanda Levi is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she is an independent beauty consultant for Mary Kay Inc. 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 and risk tolerances.

Brian David is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and institutional trading capabilities to deliver tailored financial plans and portfolio management.

Charles Park is a Series 66-licensed financial advisor with UBS Financial Services in Atlanta, GA. He has been with UBS since 2023 and previously worked at the University of Tennessee, Knoxville, and McCallie School. 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 through fee-based planning, portfolio management, and access to proprietary research and capital markets services.

William David is a Series 66-registered financial advisor with UBS Financial Services in Atlanta, GA, and has two years of industry experience. Prior to joining UBS in 2023, he held positions at the University of Georgia and Samford University and worked at St. Pius X Catholic High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Ragan Defreese is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with UBS Financial Services since 1988. Outside of his advisory role, he oversees the Aaron Holland Henderson Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients' goals and risk tolerances.