Georgia specializes in investment planning, asset allocation and estate planning. As part of her commitment to empowering women to better understand and manage their financial well-being, each year she offers a series of investment planning workshops for women.

In her more than 25 years of financial services experience, Georgia has been a Financial Advisor, Branch Manager, Complex Manager and National Sales Manager. Prior to joining UBS in 2015 as a Senior Vice President—Wealth Management, she spent 14 years with BB&T Scott & Stringfellow.. Georgia holds a Bachelor’s in international business from Simmons College in Boston, MA. She earned the Certified Financial Planner designation from The College of Charleston in 2002.

Equally dedicated to her family and her community as she is to her clients, Georgia and her husband, Mark, have been happily married for over 25 years and have two children, Gabby and Liam. As Georgia was born in Buenos Aires, Argentina and is fluent in Spanish and French, her love of travel is not surprising. In her spare time she also enjoys swimming, playing tennis, boating and cooking.

In addition to being very active with the South Carolina Catholic Diocese, Georgia is an Executive Council Member of Ellevate—a professional network focused on the economic engagement of women worldwide. She also serves as a mentor to graduate students at the College of Charleston School of Business, where she is an occasional guest speaker on investment strategies.

Registered States:
AR, AZ, CA, CO, CT, DE, FL, GA, MA, MD, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WY

Mark began his financial services career over 30 years ago, on “Black Monday”. He was a junior trader of options and futures with Barclays Bank (BZW), based at the London Stock Exchange, Over time he helped to hedge the Barclays overnight trading book via futures in Chicago. He has helped cities and small financial institutions invest their excess liquidity and worked in various advisory capacities for a hedge fund in California. Mark joined the Charleston, SC office of UBS in 2015 as a Senior Vice President—Wealth Management.

While Mark married his wife, Georgia, in 1990, it wasn't until 1997 that he became her business partner. Mark's responsibilities on the team include monitoring the markets, researching investment options and addressing clients' questions that arise in between scheduled review meetings. Mark has also been a market commentator on local Charleston radio and television since 1999.

In his spare time he enjoys boating, fishing, tennis and spending time with his and Georgia's two children, Gabrielle and Liam.

Registered States:
AZ, CA, CO, CT, FL, GA, MA, MD, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WY

Whatever your concerns, The French Team can help you create a customized financial plan to address your important priorities.

For almost 10 years I represented three of the world's largest medical device companies, helping to educate medical professionals about the newest devices and the latest techniques on how to utilize them while in surgery.

After meeting my future wife I realized that a career change was needed as I was travelling too much!

This lead me to joining The French Team who have been helping people, their families and small business owners with guidance and advice throughout their lives, with concierge level services.

In my free time I enjoy spending time with my wife Maria & our son Tripp, as well as traveling, fishing, boating.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, MA, MD, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY

Since beginning her career in the securities industry in 1987, Suzanna has held administrative, operations and client service positions at both Dean Witter Reynolds, BB&T Scott & Stringfellow and now UBS. As the French Team's Client Service Associate, she leverages this depth of industry knowledge and her expertise in creating and maintaining exceptional client experiences to deliver attentive and personalized service to every client.

Suzanna, a Charleston native, enjoys spending time outside of the office with her husband, Paul, their daughters, Jessica and Rachel, and the family’s precious dog and grand-dog, Penny and Pearl.