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The 770 Group

Today, trusted financial advice is more important than ever. As your Financial Advisors, we take our responsibility to provide that advice very seriously. We want to learn all we can about you so we can address your most important priorities with a comprehensive plan that puts your goals within reach. Our team will also regularly review your strategy, always mindful of adjustments that might be needed over time. Our aim is to be your hands-on partner, committed to a relationship that’s relevant to your life and focused on your financial success.

James Jones has been recognized as an industry leader.

UBS Top 35 Under 35, 2014

Top 35 under 35 is a UBS internal recognition based on age, production statistics, and compliance history.



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The 770 Group

The Pinnacle Building
3455 Peachtree Road NE
Suite 1700
Atlanta, GA 30326
404-760-3300
855-402-8657 fax
Contact Us get directions


Richard S. DuBow
Senior Vice President – Wealth Management
David "Dave" Higgins, CIMA®, CRPS®
Senior Vice President – Wealth Management
James Casey Jones, CFA®, CFP®
First Vice President – Wealth Management
Christine "Chrissy" Lizaso
Vice President – Wealth Management
Cecilia Oro
Senior Wealth Strategy Associate
Jefferson "Jake" Pace
Senior Vice President – Wealth Management
William "Bill" Pahl
Senior Vice President – Wealth Management
Scott Serafin
Vice President – Wealth Management
Shelley Davidson
Senior Client Service Associate
Natalie M. Day
Team Administrator
Jacqueline "Jacqui" Hunt
Client Service Associate
Vanessa Kong-Lin-Cheong
Client Service Associate
John Ramsey
Senior Wealth Strategy Associate
Lauren Riepenhoff
Client Service Associate
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