Experience Makes all the difference

The philosophy of The Buckhead Consulting Group at UBS in Atlanta is to provide clients with customized investment consulting advice on a continuing basis and to provide outstanding dedication to client service. This enables our clients to make more informed decisions about the assets under their stewardship. Our Team maintains a commitment to understanding each client’s financial needs and objectives. Our efforts to understand your needs and objectives and our ability to convert this understanding into a customized investment plan are the keys to our success. The Buckhead Consulting Group.

Scott Carlton Olsen, CIMA®

Senior Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting
Senior Institutional Consultant
Certified Investment Management Analyst (CIMA®)
404-848-8528

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Scott has more than 24 years of experience and focuses on the development and execution of customized investment strategies and solutions for both individual and institutional clients.  He has extensive experience specializing in developing investment policy statements, asset allocation modeling, investment manager and mutual fund evaluations, portfolio analysis, executive life and disability, and nonqualified defined compensation plans.  His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

Scott holds the following securities licenses: Series 7, 63 and 65 and the following insurance licenses: Life, Health, Long Term Care, Variable Life and Variable Annuity.

Scott is a 1985 graduate of the United States Naval Academy where he earned his B.S. in applied business management.  He earned an M.B.A. in 1992 from Averett University of Virginia.  Scott is a member of the Investment Management Consultants Association.  Scott received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.

 


Registered States:
AL, FL, GA, MA, MN, NY, PA, SC, TN, TX, VA


Raymond Eugene Vuicich Jr., CIMA®

Senior Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
Senior Institutional Consultant
Institutional Consultant, UBS Institutional Consulting
404-848-8526

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Ray has more than 19 years of experience, and focuses on the development and execution of customized investment strategies and solutions, for individual and institutional clients.  He has extensive experience specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluation and portfolio analysis and nonqualified defined compensation plans.  His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

Ray holds the following securities licenses: Series 7, 63 and 65 and the following insurance licenses: Life, Health, Long Term Care, Variable Life and Variable Annuity.

Ray is a 1989 graduate of the United States Naval Academy where he earned his B.S. in mathematics.  He earned his M.B.A. in 1994 from the University of San Francisco.  Ray is a member of the Investment Management Consultants Association (IMCA).  Ray received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.

 


Registered States:
AL, FL, GA, MA, MN, NY, SC, TN, TX, VA


Lawrence Ferber Buckley

Senior Vice President - Wealth Management
Senior Institutional Consultant
404-848-8529

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Ferber brings 48 years of experience working with institutions, specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluations, and portfolio analysis and review. He spent his career at Deutsche Bank Alex. Brown focusing on Institutional Consulting and its related programs. Ferber’s strategy is to establish, execute and maintain a long-term investment plan tailored to each client’s needs. Ferber is a 1964 graduate of the University of Georgia where he earned a B.A. in economics.


Registered States:
AL, FL, GA, MA, MN, NY, SC, TN, TX


Cathy Lynn Williams

Senior Client Service Associate
404-848-8551

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Cathy has more than 31 years of experience in the financial services industry.

Cathy is a 1981 graduate of the University of North Alabama where she earned a B.S. in marketing.

Cathy holds the following securities licenses:

Series 7, 8, 24, 63 and 66.


Registered States:
AL, FL, GA, MN, NY, SC, TN, TX, VA


Kimberly Lynn Templin

404-848-8459

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Kim has over 31 years of experience in the financial services industry.  Working with securities firms including Prudential Securities, Deutsche Bank and Morgan Keegan before joining UBS.

Kim holds the following securities licenses:

Series 7, 63 and 66.


Registered States:
AL, FL, GA, MA, MN, NY, SC, TN, TX, VA