We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Todd P. Kennedy
Todd Kennedy began his career as a financial advisor with UBS in 1993. Todd's areas of focus include retirement planning centering on the importance of asset allocation and diversification. Todd's attention to detail and service-driven approach has been the cornerstone of his business. Todd works primarily with high net worth individuals and their families with intricate investment planning needs. Todd is an avid athlete. He enjoys playing tennis and competing in various triathlons throughout the Southeast. Todd and his wife Debbie have three children and reside in Sandy Springs, GA.
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, NC, NJ, NM, NY, OH, OR, PA, SC, TX, VA
Joshua Hayes Foy, CRPC®
Hayes graduated in May 2010 from Auburn University. He graduated with a degree in Finance and Entrepreneurship and Family Business. As a member of The Kennedy group, Hayes enhances client experience by helping clients and providing operational and administrative support to the team. Hayes enjoys getting to know our clients by helping them fulfill a variety of client service needs, such as access to UBS online services, account opening and transfers to UBS, tax reporting and cash management activities including checks, wires, retirement plan distributions, and loan disbursements.
AL, AZ, CA, CO, CT, DE, FL, GA, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA