Rick's Financial Advisor career has spanned over 45 years. He received his Bachelor of Science in Business Administration from Florida State University. His commitment to an exceptional level of service to his clients has earned him the designation as one of the Best Personal Wealth Managers from Atlanta Magazine since the inception of the award.

Registered States:
AL, AZ, CA, CO, DC, FL, GA, IA, ID, KS, MD, MI, NC, NE, NY, PA, SC, TN, TX, VA

Nigel has been a Financial Advisor for over 25 years. He has distinguished himself among his peers by being one of a small number of UBS Financial Advisors who have earned the designation of "Wealth Advisor." He holds a Bachelor's degree in Economics from the University of Georgia. Through his career he has received several industry commendations. He was named one of the Best Personal Wealth Managers by Atlanta Magazine in 2009 and again in 2010. Nigel earned the Certified Investment Management Analyst designation from the Wharton School at the University of Pennsylvania.

Registered States:
AL, AZ, CA, CO, DC, FL, GA, IL, KS, LA, MA, MD, MI, NC, NE, NJ, NY, PA, SC, TN, TX, VA

Geoff is a 42 year veteran of the financial services industry. He is a graduate of the Georgia Institute of Technology with a Bachelor of Science in Industrial Management. He has served as President of the Georgia Tech Alumni Association, and is currently a Trustee Emeritus of the Georgia Tech Foundation where he chaired the Investment, Budget, Real Estate and Stewardship Committees. Geoff earned his Masters of Business Administration from Emory University.

Registered States:
AL, AZ, CO, DC, FL, GA, KS, MD, MI, NC, NE, NY, PA, RI, SC, TN, TX, VA

Registered Client Associate

Registered States:
AL, CA, DC, FL, GA, IA, IN, LA, MA, MD, MI, NC, NJ, NY, OK, SC, TN, TX, VA