Insightful advice Delivered through ongoing collaboration

J. Allen Wright, CIMA®

Senior Vice President - Investments
Senior Institutional Consultant
Certified Investment Management Analyst (CIMA®)

Visit UBS Institutional Consulting - Atlanta
Visit UBS Institutional Consulting - Atlanta

phone

404-760-3370



Connect with me on LinkedIn


address

Two Alliance Center
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326



Your organization has many responsibilities – to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex. That's why it’s more important than ever to choose an advisor who understands the challenges you face and offers the advice and experience to help you meet them head on. With our comprehensive platform of industry-leading corporate services and solutions, and a proven process, I am well-positioned to help your organization by delivering a fully customized plan. Talk to me about how I can contribute to your company’s success today and in the future.


UBS Institutional Consulting - Atlanta and J. Allen Wright have been recognized as industry leaders.

  • UBS Institutional Consulting - Atlanta, Barron's Top Institutional Consultant, 2015, 2016, 2017 and 2018
  • Ranked #1 on Barron's Top Institutional Consultants 2018
  • J. Allen Wright, Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2020
  • J. Allen Wright, Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013



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