It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you.
Harris M. Gignilliat, CIMA®, CRPS®
Harris works with institutional clients to provide financial benefits to members and employees. He specializes in the complexities of trusteed assets and provides sophisticated advice for individuals and fiduciaries. As an Adjunct Instructor for Augusta University, he teaches courses to students and professors. He also leads seminars at colleges, trade organizations and district meetings.
Harris is a graduate of the University of Georgia, and serves as a partner of the Wile Consulting Group after joining in 2000. He has earned numerous prestigious industry certifications, including the Certified Investment Management Analyst designation from the Wharton School of Business and the Chartered Retirement Plans designation from the College for Financial Planning. Additionally, Harris has attained a PlanSuccess Certification in Behavioral Finance from the Center of Behavioral Finance.
Outside of work, Harris volunteers his time and resources to Habitat for Humanity, the Ron Clark Academy, the Atlanta Mission, Children's Healthcare of Atlanta, Leukemia/Lymphoma Society, and also serves on the Board of Governors for the Buckhead Club. In his personal time, he enjoys spending time with his wife and two children.
AL, AR, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, NC, NJ, OH, OK, OR, PA, SC, SD, TN, VA, WA, WI
Laura W. Wellon, PMP, CEPA
Laura joined UBS in 2001 and has over 16 years of experience in the industry. Leveraging her natural strengths of listening and problem solving, she offers highly personalized service. She specializes in helping clients who are 'suddenly single': divorced or widowed, and couples entering retirement. By putting herself in the client's shoes, Laura is able to provide customized solutions to help meet their goals. Laura's excitement, personal service and ability to efficiently handle specific needs help set her and the team apart.
Laura holds the Certified Exit Planner (CEPA) designation, is a Portfolio Manager (PMP) and is on the UBS President's Council. She holds FINRA series 7 and 66 securities licenses and is a licensed insurance agent in the state of Georgia. She has been named Top 40 Under 40 at UBS, Barron's Top 100 Women and to Forbes Americas' Top 200 Women Wealth Advisor. Her team has been recognized as a top 1000 & 1200 Barron's Advisor and #2 for PlanAdvisor. She has also been a featured speaker at the Barron's conferences.
Laura is the Chairman of the board for Fellowship of Christian Athletes and serves on Children's healthcare of Atlanta's legacy advisor board. She earned a BS in psychology from the University of Georgia. Laura, her husband Rob, and four children Parks, Tyler, Porter and Carson make their home in Peachtree Corners, GA. Her passions outside of work are playing tennis, reading, CrossFit and spending time with her family.
AL, AR, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, NC, OH, OK, OR, PA, SC, SD, TN, VA, WA, WI
Justin R. Patteson, CFP®, CPWA®
Justin has 13 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and a Certified Private Wealth Advisor (CPWA) professional. Justin is a graduate of the University of North Carolina at Chapel Hill with a B.A. Economics and B.A. Management and Society. He holds his FINRA Series 7 and 66 licenses. Justin specializes in comprehensive financial planning, asset allocation, portfolio construction and risk management, and investment manager selection and evaluation. Justin, his wife and their daughter reside in Atlanta with their black lab. Outside of the office he enjoys fishing, hunting and spending time with family and friends. He also volunteers his time as a coach for the Spring season at NYO Baseball.
AZ, DC, FL, GA, NC, SC, WA
Elizabeth C. Johnson, CFP®, CFS®
Betsy is a native of Atlanta and joined the Wile Consulting Group in 2010. Betsy works with high net worth individuals and families by helping them manage every aspect of their financial picture. As a Certified Financial Planner (CFP®), Betsy develops and maintains comprehensive financial plans. Betsy customizes each plan for each client, taking into account their unique situation, goals, and needs. She plays an essential role in onboarding new clients, and servicing important long-standing relationships. Betsy also lends her expertise by providing education to our 401(k) plan participants. In addition to earning her CFP® from the University of Georgia, she attained the Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance. Outside of work, Betsy enjoys spending time with her husband Steve and their son, Warren. Betsy serves on the Primrose Parent's Advisory Council and is passionate about multiple local charities, including the Humane Society of Forsyth County.
AL, FL, GA, IA, LA, OK, SC
Cory G. Sellers, CPA, CFP®, CRPS®
Cory works with institutional clients to address communication needs, including employee education, retirement transitions and executive financial planning. As part of the team, he helps provide personalized service and investment management experience. With complicated benefits packages, there can be potential for complex tax consequences and plans sponsors need specialized advice. After spending 6 years as a public accountant, Cory joined UBS. He has experience in multiple areas including corporate & non-profit audits, individual, entity, trust, and estate taxation. Cory has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, the Chartered Retirement Plans designation from the College for Financial Planning and is a Certified Public Accountant (CPA) in the state of Georgia. He received his BS in Business Administration (Accounting) as well as his Master of Accountancy from Auburn University. Outside of work, Cory is an active leader in his church where he serves as the music leader for Sunday services. Cory and his wife, Carrie, live in Dunwoody, GA with their three children Nathan, Evelyn and Caleb.
AL, FL, GA, NC, SC
Jessica L. Bartlone
Jess graduated from the University of Georgia with a degree in Business and Marketing. She joined UBS in 2014 and holds her FINRA Series 7 and NASAA Series 66 licenses. As a member of the Wile Consulting Group, Jess focuses on growing the business. She works to build, create and maintain strong relationships with current clients or individuals who would benefit from the team's service. Jess supports initiatives in wealth management and institutional consulting. She develops marketing and advertising strategy to reach ideal clients. Additionally, Jess plans and executes multiple events throughout the year. She ensures the compliance component of all advertising, proposal and event marketing for the team. As the marketing expert, she maintains the team's digital presence through LinkedIn and by refreshing the group's webpages. Jess spends much of her time creating, developing and updating the extensive collection of marketing materials that the team utilizes. Outside of her job, Jess leads an active lifestyle in the Buckhead area with the UGA Alumni Association and the American Cancer Society. One of seven children, she split her childhood between Indianapolis, Indiana and living abroad in Brussels, Belgium.
Ryan C. Cox
Ryan graduated from the University of Georgia in 2013 with a degree in Finance from the Terry College of Business. He joined UBS in 2017 and holds his Series 7 license. Prior to joining UBS, Ryan worked for an institutional consulting firm primarily focused on defined contribution investing strategy. As a member of the Wile Consulting Group, Ryan focuses on investment research and reporting. Outside of work, Ryan is an active UGA alumni. He enjoys traveling, and time spent with his wife, family and friends.
Megan G. Harris
Client Service Associate
Megan leads administration on the team. She is charged with on-boarding all new clients, managing and maintaining accounts, and additional operations. Her goal is to not only handle day-to-day operational activities, but to anticipate client needs. Megan provides personal attention to every client and is passionate about helping others. She believes that exceptional service is essential to a successful relationship. Responsive and accessible, Megan offers a quick response to inquiries, personal touch points and ongoing communication as part of our client service team. She implements a ‘sundown policy’ - that all calls or emails are returned before the close of business. Megan joined the team in 2017 bringing 18 years of experience in the financial services industry with a client relations focus. A Georgia native, she graduated from Georgia State University. Megan and her husband, Matthew, reside in Lawrenceville, GA. Outside of work, Megan regularly hosts dinner parties.