As a founding partner of Apex Wealth Management, Adam has more than 25 years of experience in the financial services industry. His passion for finance was sparked as a teenager after the loss of his father at a young age and the realization that inadequate financial guidance eroded a significant portion of his family’s assets. Given this experience, Adam spent his college career learning all that he could about the investment world, vowing to help families manage their savings and achieve their vision for the future. 

Adam is a Wealth Advisor and Senior Portfolio Manager, offering comprehensive planning for high net worth families. He focuses on helping clients transition a business, plan for retirement, develop estate strategies or create a legacy through philanthropy services. With a special interest in helping athletes win off the field, Adam provides advice and guidance to help them confidently navigate the road ahead. In all his client interactions, Adam’s chief goal is to build long-lasting relationships so that he and the team are thought of as the most important persons apart from family. 

An industry leader, Adam has been recognized by Forbes as a Best-in-State Wealth Advisor, Georgia (2020) and named to Barron’s annual Top 1,000 Teams list (2015-2019). He is also a frequent speaker at financial planning seminars and events around the country on a variety of subjects regarding comprehensive wealth management, building successful teams and retirement planning. 

Before joining UBS in 2014, Adam was a Financial Advisor in the Wealth Management division of Morgan Stanley. It was there that he was appointed to the National Retirement Advisors Council and created The Retirement Standard, a client experience based on 10 key elements of planning for a successful retirement. He earned his B.S. in Business Administration from Nyack College and an Executive Planning Certificate from Duke University. In addition, Adam holds the Series 7, 63 and 65 securities licenses, as well as life, health and variable annuity insurance licenses. 

Committed to supporting military veterans, Adam volunteers with American Corporate Partners (ACP), where he mentors and offers career guidance to high-ranking military officers planning their transition to the civilian workforce. He is deeply involved in Lighthouse Family Retreat, which helps to strengthen families living through childhood cancer, and Show Hope, a movement to care for orphans around the world. 

Adam and his wife, Courtney, live in Johns Creek, GA, with their daughter, Tessa. In his free time, he is an avid golfer and enjoys attending PGA events. He also enjoys travel with his family, especially trips to Disney World.

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

With more than 15 years of wealth management experience, Mike understands the concerns of affluent families. He is passionate about helping clients make the right financial decisions for life’s big moments. As a founding partner of Apex Wealth Management, Mike engages and consults with a select group of business owners, corporate executives, professional athletes and entertainers.

Mike is a Wealth Advisor and Senior Portfolio Manager, providing highly personalized wealth management services to his clients. Overseeing the team’s portfolio construction process, he determines the optimal asset allocation strategy that aligns with each clients’ liquidity, longevity and legacy goals.

Over the course of his career, Mike has received numerous accolades from prominent publications, including Forbes Best-in-State Wealth Advisor, Georgia (2018-2019), Atlanta Magazine’s Five Star Wealth Manager (2011-2019), and the Atlanta Business Chronicle Top Advisor (2011). He is also a regular attendee at the annual Barron's Top Teams Summit.

Before joining UBS in 2014, Mike was a Financial Advisor in the Wealth Management division of Morgan Stanley. He earned his B.B.A. in Risk Management from Georgia State University and an Executive Certificate in Portfolio Management from Stanford University. In addition, Mike holds the Series 7, 63 and 65 securities licenses, as well as state licenses.

Mike and his wife, Amanda, live in the Atlanta area with their two children. In his free time, he enjoys attending his children’s athletic events, boating, travel, deep-sea fishing and other outdoor activities.

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

Brandon joined UBS Financial Services in 2014 along with his partners.  He began his career at Morgan Stanley in 2004 as a Financial Advisor.  While there, Brandon received numerous recognitions including attaining his Financial Planning Specialist designation as well as being a member of the Portfolio Management Institute.  He holds a Bachelor of Science in Finance from Auburn University and is a member of the Metro Atlanta Chamber of Commerce Board of Advisors.  Brandon holds his Series 7, 63, 65, and 31 as well as Life, Health and Annuity Insurance licenses.  He also recently received the UBS Top 35 under 35 Award for 2017 and Forbes Best-In-State Wealth Advisors, 2019.

Registered States:
AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Brandon has more than 20 years of financial services experience, in addition to his Series 7, 31, 63, 65, life, health insurance licenses and a B.B.A. from Roanoke College. He is an active member of the Atlanta community and resides with his wife and three children in Buckhead.

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

Jeannine has over 25 years of experience in the financial services industry. She holds a Bachelor's Degree in Business Administration, as well as her Series 7 and 63 licenses.

Registered States:
AL, CA, CT, FL, GA, IL, IN, KY, LA, MA, MD, MN, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV

Lynn has over 35+ years of experience in the financial services industry.

Elle has over 8 years of experience in the financial services industry and 15+ years of experience in customer service.