Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Todd P. Kennedy

Senior Vice President - Wealth Management
678-441-1030
todd.kennedy@ubs.com
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Todd Kennedy began his career as a financial advisor with UBS in 1993. Todd's areas of focus include retirement planning centering on the importance of asset allocation and diversification. Todd's attention to detail and service-driven approach has been the cornerstone of his business. Todd works primarily with high net worth individuals and their families with intricate investment planning needs. Todd is an avid athlete. He enjoys playing tennis and competing in various triathlons throughout the Southeast. Todd and his wife Debbie have three children and reside in Sandy Springs, GA.


Registered States:
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MA, NC, NJ, NM, NY, OH, OR, PA, SC, TX, VA


James Patric Yancey Jr.

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor (AWMA®)
678-320-1626
patric.yancey@ubs.com

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Patric joined UBS Financial Services in 2015 as a Wealth Planning Analyst. In this role he supported Financial Advisors in the Atlanta market by providing expert knowledge regarding comprehensive financial planning topics to their clients. In 2017 Patric joined the Kennedy Group as a Senior Wealth Strategy Associate and his focus is on comprehensive financial planning to give you personalized advice that will help you meet your goals and give you confidence as you make decisions in the future. In his free time Patric enjoys playing golf, spending quality time with his family & friends, and cheering on his Florida State Seminoles.


Registered States:
GA


Stephanie Carol Tonra

Wealth Management Associate
678-441-1031
stephanie.tonra@ubs.com

Stephanie is a Senior Registered Client Service Associate. Stephanie earned a B.A. from the University of North Carolina, Greensboro and holds Series 7, 66, life and health insurance licenses. She resides in Roswell, GA with her husband, Steve and their son.


Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, NC, NY, OH, PA, SC, VA