A real relationship Helping you pursue your life's goals
Kristi M. Thelen, CFP® CIMA®
Senior Vice President - Wealth Management
Senior Institutional Consultant
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Visit UBS Institutional Consulting - Atlanta
Visit UBS Institutional Consulting - Atlanta
404-760-3050
Two Alliance Center
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326
Your organization has many responsibilities—to shareholders, employees and their families. Today, successfully meeting those responsibilities has become more complex.
I offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to me about how I can help support you in your fiduciary role.
UBS Institutional Consulting - Atlanta has been recognized as industry leaders.
- Barron's Top Institutional Consultants, 2015, 2016, 2017
- Ranked #1 on Barron's Top Institutional Consultants 2018
- Kristi has over 15 years of consulting experience
- Currently holds her CIMA, CFP, & MBA
My perspectives
Insights