A real relationship Helping you pursue your life's goals

Kristi M. Thelen, CFP® CIMA®

Senior Vice President - Wealth Management
Senior Institutional Consultant
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)

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

phone

404-760-3050



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. Today, successfully meeting those responsibilities has become more complex.

I offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to me about how I can help support you in your fiduciary role.


UBS Institutional Consulting - Atlanta has been recognized as industry leaders.

  • Barron's Top Institutional Consultants, 2015, 2016, 2017
  • Ranked #1 on Barron's Top Institutional Consultants 2018
  • Kristi has over 15 years of consulting experience
  • Currently holds her CIMA, CFP, & MBA



Insights

Access the latest views and financial market coverage

Access the latest views and financial market coverage

Top of the Morning Podcasts

Top of the Morning daily podcasts