Experience Makes all the difference

Robert Tamarkin

Managing Director
Market Head
404-760-3000

email



Robert is the Managing Director; Market Head of the Atlanta Market which includes Alabama, Georgia, Mississippi and South Carolina.


Professional History

Prior to joining the firm, he spent 12 years as a Financial Advisor and Manager at Merrill Lynch. Robert joined UBS in 2006 in the North Atlanta office.  After a brief time as the Branch Manager for the Alpharetta, GA office, Robert was asked to run the North Atlanta Complex.  In 2013, Robert's role changed to Complex Director overseeing the 3 UBS offices in Atlanta and later adding Greenville, South Carolina to the newly formed Atlanta Market. In recent years, Alabama, Mississippi and Daniel Island, SC were added creating what is now the current Atlanta Market.

He has served on the WMA Branch Manager Advisory Council.

Education

Robert received his Bachelor of Science in Public and Environmental Affairs from Indiana University in 1993.

Family & Personal Interests

Robert and his wife, Marni, reside in Alpharetta, GA with their son Josh. His daughters, Lindsay and Sydney attend Auburn University.  Robert enjoys playing golf and tennis and is actively involved with coaching his son's sports.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Dylan Isaacs

Director
Assistant Market Head
404-760-3009

email



Dylan is the Assistant Market Head for the Atlanta Market, which includes 10 offices in Alabama, Georgia, Mississippi and South Carolina. In his role, Dylan partners with Advisors and Support Teams to deliver superior wealth management service and solutions to clients. He focuses on helping teams grow their business by bringing together the global capabilities and resources of UBS and 3rd party partners.

Professional History

Dylan joined UBS in 2014 as an analyst in the Graduate Training Program, a two year rotation that provides exposure to multiple areas within Wealth Management Americas. He worked across various groups in Weehawken, NJ and New York City including Capital Markets, the Client Advisory Group, the Wealth Advice Center, Banking, and several roles in the branch for both an FA Team and the 1285 Market Management Team. Following the program, Dylan spent just over a year on the Municipal Fixed Income Sales Desk, providing advice, portfolio management, and execution for Advisors and clients.

Education 

Dylan graduated from The Pennsylvania State University with a Bachelor of Science in Finance from the Smeal College of Business. He holds the Series 7, 9, 10, 52, and 66 licenses.

Family and Personal Interests

Dylan lives in Buckhead with his wife, Emily, and Bernese Mountain Dog, Sophie. He enjoys playing golf, watching his favorite sports teams, traveling and trying new restaurants.

 

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Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Charlie Reed

Director
Market Administrative Officer
404-760-3143

email



Charlie Reed is the Market Administrative Manager, serving as the liaison between the Southeast Division and the Atlanta Market to provide resources, oversight and support for local branch office managers, financial advisors and support personnel. She leads the Southeast Division's Season of Service efforts, as well as serves on committees for Meaningful Work and Training & Development initiatives. She is Series 7, 63, 66, 9, 10, and 24 licensed.

Professional history

Charlie Reed joined UBS Financial Services Inc. in 2015 and is the Market Administrative Officer.  Prior to that time, Charlie was the Vice President of Alternative Investments at Kalos Financial, an Independent Broker Dealer and RIA. She began her financial career in 2003 at J.P. Morgan Securities, and its predecessor firm, Bear Stearns, where she served as a Control Manager.

Education

A native of Atlanta, Charlie was awarded a Bachelors of Arts in Liberal Studies from Oglethorpe University. Her passion and commitment to financial literacy extends beyond the office, as a volunteer at local schools ranging from preschool to college that introduce concepts of money management. 

Family and Personal Interest

Charlie lives in Brookhaven with her husband Alex; their two children, Clarke and Audrey; and, their rescue dogs.  In her free time, she visits her family farm, Wilderness Farms, where they raise a petting zoo including alpacas, goats, miniature horses and donkeys, and an Asian water buffalo.

sian water buffalo.

s, and an Asian water buffalo.

sian water buffalo.


Registered States:
AL, CA, FL, GA, MS, NJ, SC


David "David" Fuller

Director
Market Supervisory Officer
404-760-3333

email



David is the Market Supervisory Officer of the Atlanta Market  which includes Alabama, Georgia, Mississippi and South Carolina. He  joined UBS in September 2005. In his current role as Market Supervisory Officer, he is responsible for managing risk and compliance. He partners with Financial Advisors and support teams in mitigating risk within their practice with a focus on protecting clients, employees, and UBS.  

Professional History

Prior to his current role, David held various leadership roles within the firm, such as Administrative Manager and Operations Manager.  The diverse experience within UBS has provided him the ability to service Advisors and clients on complex situations all while staying in the boundaries of policy and industry regulations.

Prior to joining UBS, David held multiple leadership roles at Invesco, SunTrust, and TD Waterhouse. He holds Series 7, Series 8, Series 24, Series 63, and Series 66 licenses with FINRA.

Family & Personal Interests

David  is a Georgia native and resides in Marietta with his wife Anna. In his spare time, he enjoys outdoor activities with family. Motocross, fishing, jet skiing and hiking to name a few.  


Registered States:
AL, AR, AZ, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV


Stephanie Stocks

Executive / Team Assistant
404-760-3020

email




Registered States:
AL, FL, GA, MS, SC