South Georgia Museum

$420 million advisor team joins UBS in Georgia

Retrieved on: 
Thursday, September 29, 2022

UBS Wealth Management USA announced that a four-person team managing $420 million in client assets has joined in the firms Atlanta Wealth Management Market.

Key Points: 
  • UBS Wealth Management USA announced that a four-person team managing $420 million in client assets has joined in the firms Atlanta Wealth Management Market.
  • Were excited to welcome Todd, Ashley and their team to UBS as we expand into the Athens area, said Robert Tamarkin, Atlanta Market Head at UBS Wealth Management USA.
  • Ashley joins UBS from Morgan Stanley, where she worked as a Financial Advisor since 2018.
  • The key symbol and UBS are among the registered and unregistered trademarks of UBS.