A former investment banker and private banker, Ted joined UBS in 2009. By serving as your portfolio manager, with over 17 years of experience in the financial services industry, he tailors custom portfolios to meet your unique needs and financial objectives. Ted graduated from the U. S. Naval Academy with a Bachelor of Science degree in Mathematics, after which he served in the United States Navy. A decorated fighter pilot, he completed over 400 aircraft carrier landings. Following his service in the Navy, Ted earned an MBA from Harvard Business School.

As an Eagle Scout, Ted remains active in the local Boy Scouts of America community, as well as an active member of Business Executives for National Security (BENS).  Board memberships include HBS Club of Atlanta and Smoke Rise Field Club.  Ted currently resides in Sandy Springs, Georgia.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

Stuart joined UBS in 2009 with more than a decade of experience in financial services advising clients at Merrill Lynch, where he was also the manager of the Financial Advisor Training Program in the Atlanta office. Stuart graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor's degree in Economics. He played football at Shepherd College. Outside of the office, Stuart is a regular improvisational performer and volunteer at Whole World Theatre in Atlanta. He is a private pilot and lives in Sandy Springs with his wife, Stephanie, son Harrison and daughter Eva.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI

Sara has been with UBS Financial Services, Inc. since 2007 and has more than 14 years of experience in the financial services industry.  As part of Miller Marsden Wealth Management, Sara gives our clients the confidence to live a financially healthy lifestyle by creating customized financial solutions based on their needs and wishes.  Prior to joining Miller Marsden Wealth Management, she was an Investment Associate with the UBS Institutional Consulting Group.  Sara graduated from Clemson University with a Bachelor of Science in Financial Management.  She is a member of Roswell Presbyterian Church and resides in Roswell, Georgia with her husband and two daughters.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI

Liz is a Senior Registered Client Service Associate with Miller Marsden Wealth Management and has worked in the financial services industry since 1999.  Prior to joining UBS, she worked at Sterne, Agee & Leach and Robert W. Baird.  She currently holds her Series 7 and Series 66 licenses.

Liz is a native of Atlanta and currently resides in Buckhead with her husband, Dave, and three lovely daughters Charlie, Landry and Ryan.

Registered States:
GA