We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*
* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances.
Jansen T. Bailey, CRPC®, CRPS®
Jansen T. Bailey, CRPS®, CRPC® is a financial advisor with UBS serving both corporate and personal wealth clients. Jansen has worked at top financial firms including Merrill Lynch, Morgan Stanley Smith Barney and now UBS where he joined the firm in January 2014. Jansen works with several of UBS's teams as a retirement plan expert.
For his corporate clients, Jansen focuses on the management and design of qualified and non-qualified retirement plans and is responsible for over 20 corporate plans across the East Coast with over $65 million in plan assets as of May 1, 2012. Jansen is a Retirement Plan Consultant and holds the CHARTERED RETIREMENT PLANS SPECIALISTSM designation.
He assists plan sponsors with the evaluation of their plans to help ensure they are meeting their fiduciary requirements, are competitively priced, properly structured, and most importantly accomplishing the goals of the organization and participants. Taking a hands-on approach, he also conducts employee education meetings and one-on-one meetings with participants. Once entrenched as the consultant on the plan, Jansen also provides wealth management services for the owners and executives.
Jansen’s services extend to his personal wealth clients as well. Jansen also holds the CHARTERED RETIREMENT PLANNING COUNSELORSM designation. He focuses on providing comprehensive retirement planning to his personal wealth clients who are approaching or currently in retirement. His comprehensive services include pension maximization strategies, in-depth asset allocations and investment reviews, lending services, insurance policies as well as trust and estate planning strategies. Jansen works with his client’s CPA, personal tax advisor, estate attorneys and other professionals to help ensure his client’s receive a customized retirement plan.
Raised in Pittsburgh, PA, Jansen graduated from Clemson University in South Carolina with a degree in Finance. He and his wife, Julie, reside in Atlanta with their 2 children. Jansen enjoys golfing and fishing.
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MS, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA
Julie Axley Bailey, CRPC®
For over 19 years, Julie Bailey has worked at some of the top global investment firms including Credit Suisse, Merrill Lynch, Morgan Stanley and now UBS. Julie focuses on financial strategies to help build and protect wealth while seeking to reduce tax consequences. She provides meaningful retirement advice for individuals, business executives and their families. Julie specializes in working with clients who are going through significant transitions such as divorce, death of a family member, sale of a business, or retirement. Julie performs family office services for her C-suite clientele.
Early in her career, Julie was the head trader and client service manager for an ultra-affluent team managing nearly $1 Billion in assets at Credit Suisse. She ran stock option programs, constructed 10B5-1 plans for top executives, and ran the directed share program for several IPO’s including an international pharmaceutical corporation and a defense technology provider.
Her experience in portfolio construction and execution harmonizes well with UBS's world-class analysis and innovation. Julie is a part of the UBS's Portfolio Management Program which allows a select group of UBS Financial Advisors qualified by the firm, based on training, experience and commitment, to independently manage client assets. Julie also holds the CHARTERED RETIREMENT PLANNING COUNSELOR™ designation in addition to the Series 7, Series 66, and Series 31. Julie is also insurance licensed.
Julie serves as President of the Buckhead Business Association, running the 25+ person board as well as the activities of the 70 year old organization including the Taste of Buckhead. In addition, she sits as ex-officio on the prestigious Buckhead Coalition, comprised of the top 100 CEOs and business leaders in Buckhead. She is passionate about engaging women in the workplace and for the last 5 years created, formed and now runs an internet-based platform for over 1,000 working mothers in the Atlanta area. For over 3 years, she has served on the Board of Directors for the Atlanta Children's Shelter seeking to end homelessness and provide childcare for homeless families.
Julie graduated summa cum laude with a B.B.A. in Corporate Finance and Investments from East Tennessee State University where she received numerous academic accolades. She continued post-graduate work at the University of London in London, England. She has served as a MoneyWise mentor for Buckhead Church where she is an active member. She currently resides in Atlanta, GA with her husband and business partner, Jansen Bailey and their 3 children (2 school aged- The Westminster School; 1 toddler).
AL, AR, AZ, CA, CO, DC, FL, GA, IL, MA, MD, ME, MI, MS, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA