Van and Jon work together as a team with the goal of serving the needs of a limited number of investors and entrepreneurs who possess substantial wealth. Van specializes in the personalized construction and ongoing management of client portfolios. He also helps clients coordinate their financial and legacy strategies with the clients other trusted advisors.

Van is a Certified Investment Management Analyst ("CIMA") and has spent his entire 35 year career serving ultra-high net worth clients, their families, and corporate and philanthropic entities. He was the Co-Chair of the UBS FA Advisory Council to the firms Executive Committee.  Van graduated from the University of Georgia in 1979 with BBA in Finance.

In Van's free time, he enjoys the outdoors and spending time with his family on Lake Blue Ridge.

A recognized leader in wealth management

• Barrons Top 1200 Advisor  2014-2021
• Barrons Top 1000 Advisor  2010-2017
• Financial Times Top 400 Advisor  2013-2015, 2018
• wealthmanagement.com Top 100 Advisor 2014

Registered States:
AL, AR, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, NC, NJ, NV, NY, PA, PR, SC, TN, TX, VA, VI, WA

Like Van, Jon focuses his time on understanding client financial needs and personalizing investment portfolios to consistently meet those requirements, all while navigating the challenging capital markets.  He too works with in-house specialists and the clients advisors to continually enhance his clients legacy planning.  Jon and Van spend the majority of their days performing research on multiple, global asset classes looking for opportunities for their client portfolios, and weeding out potential risks.

Jon and Van are Sr. Portfolio Managers within the UBS financial advisor discretionary portfolio management program, better known as "PMP".  This is given to a select number of advisors who are tenured, exceed a high asset under management level and approved by senior management.  Jon is a Certified Financial Planner® , Certified Exit Planning Advisor CEPA^®, as well "CIMA".  He graduated from the University of Georgia in 1991 with a BBA in Banking & Finance.

When not meeting with clients or doing research, Jon enjoys exercising, coaching youth football and baseball, and playing golf.  He is a Board Director for the Atlanta Colts Youth Association, which provides an opportunity for boys and girls age 5 – 13 to play football and cheer.  Jon and his wife, Julia, have two boys, Davis and Porter.

Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, MO, MS, NC, NH, NJ, NV, NY, OH, PA, PR, SC, TN, TX, VA, VI, WA

Jeremy joined Van and Jon in 2013.  He divides his time between helping the team cultivate new relationships, asset allocation and investment research, and assisting in the day-to-day management of the team's actively managed discretionary portfolios.  Jeremy graduated with a Bachelor of Science in Business Administration from Washington and Lee University and is a member of the Omicron Delta Kappa national honor society.  He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute as well as the Atlanta Society of Financial Analysts.  In addition, Jeremy has obtained his FINRA Series 7 and 66 security licenses.  Prior to joining UBS Private Wealth Management, Jeremy began his career with Merrill Lynch. 

Outside of the office, Jeremy enjoys traveling, ALTA tennis, skiing and sports trivia.  He is also actively involved with the Shepherd Center Junior Committee, the Association for Corporate Growth (ACG) Atlanta Chapter, and Washington and Lee's Alumni Admissions Program.  Jeremy resides in Buckhead with his wife, Melissa.

Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, MO, MS, NC, NH, NJ, NV, NY, OH, PA, PR, SC, TN, TX, VA, VI, WA

Alex joined the LeDoyen Price Group in 2014. Building off past internship experiences at Merrill Lynch, he oversees wealth management planning for the team. Alex has been active in the community spending years volunteering as a basketball coach at All Saints Catholic Church teaching young men core values both on and off the court. He has also been a leader in the Athletes Bettering the Community program, assisting the elderly and giving his time to kids of The Boys and Girls Club. Alex graduated from Berry College with a B.S. in Economics where he was also part of Economics society Omicron Delta Epsilon for two years. Alex holds the CERTIFIED FINANCIAL PLANNERTM  and Chartered Life Underwriter® designations.  As a four year varsity member of the golf team, Alex was named team captain in the 2013-2014 season and helped lead the team to an appearance at the Division III National Championship.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, MI, MO, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VI, WA

Sara joined UBS in 2016 after 20+ years in the health and life insurance industry. She attended Georgia State University and University of Phoenix and holds a bachelor’s degree in business management. She had the opportunity to put her skills to use in a new field when UBS hired her for the Branch Service Manager role in the SE PWM Operations Department. Her curiosity and natural ability to find solutions promoted her to an additional role as Market Branch Tech Liaison. Since joining the LeDoyen Price Group her primary focus is to facilitate client communications through personalized interactions ensuring that clients' needs are of the utmost priority. Sara aims to exceed client expectations through the development of genuine relationships that cater to each individual client's requests. She is currently in the process of obtaining her Series 7 and 66 licenses and looks forward to helping clients protect and secure their financial independence. 

Originally from Nurnberg, Germany, Sara is the daughter of a US Army Officer and has lived across the US and abroad. She enjoys spending time hiking the Georgia parks, growing herbal gardens, and gathering around the table to play card games with her family.