Andy began his career with Dean Witter in 1997 which then became Morgan Stanley. Joining UBS in 2008, he is a member of the Pinnacle Council, which represents less than the top 1% of advisors at the firm. Prior to that Andy was on the prestigous UBS Chairman's Council for 5 years.  While at Morgan Stanley he was also on their Chairman's Council as well as the only member from the Southern Region to be on the FA Advisory Council which met with their Chairman and CEO quarterly. He is a Retirement Planning Specialist and is one of a select group of UBS Advisors with the Senior Portfolio Manager designation (PMP). Andy was named to Atlanta Magazine, "Best Personal Wealth Managers" for 2008-2009 & 2011-2013, by Atlanta Business Chronicle as a NABCAP Premier Advisor 2009-2013. He has been included on the Forbes Best in State Advisor list from 2017-2019 and in Barrons list of Top 1200 Advisors in the United States for 2019.  

Born and raised in Atlanta Georgia, he attended Riverside Military Academy for his four years of high school,  graduating as the second highest ranking cadet. In October of 2014, he was inducted into their Athletic Hall of Fame for Wrestling making him only the 19th inductee in over 100 years. He attended the University of Tennessee at Chattanooga where he earned a Bachelor of Science in Marketing while wrestling on their competitive Division 1 wrestling team. Andy enjoys serving our community by working with several foundations in Atlanta and sits on the Board of Visitors at Riverside. His hobbies include weight-lifting, the Atlanta Faclons, and recently started classical piano.   Andy resides in Atlanta with his wife Rebecca and children, Rachel and Ethan.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, RI, SC, TN, TX, UT, VA, WA, WV

Casey has worked in the financial services industry for 15 years.  Previously, he was with Morgan Stanley as an Alternative Investments Analyst in New York before becoming a Financial Advisor with Merrill Lynch in Atlanta.  He has continued to sustain and build close relationships with his clients while establishing his business with UBS and Friedman Zager Wealth Management in 2015.

Casey graduated with High Honor from Georgia Tech with a Bachelor of Science in Business.  He minored in Finance and Marketing where he was a member of the Varsity Swimming Team.  He garnered Academic All-ACC honors and helped his Jackets to multiple top 25 finishes.  He grew up locally and attended Marist High School in Atlanta, GA where he was an All-American and 3 time state champion  He enjoys volunteering his time in multiple areas for Georgia Tech as well as Habitat for Humanity.  He currently resides in Buckhead with his wife Deidre and his hobbies include running, sports, reading and golf.

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, RI, SC, TN, TX, UT, VA, WA, WV

Juanita is an Investment Associate and an integral part of the team. Having assisted The Friedman Zager Group clients for the past 33 years, gives her a unique understanding and sense of loyalty to each client. Her thorough, caring approach is only surpassed by her professionalism. She is Series 7, and Series 63 registered.

Registered States:
AL, AZ, CA, CO, FL, GA, MA, NC, NJ, TX

15 Years working with clients in Financial Services.  Series 6, 63,Series 65.  BBA Finance, University of Georgia, 2002.  Joined UBS 2013.

Registered States:
AL, AZ, CA, FL, GA, MA, NC, NJ, NV, OH, TX

Melody earned a BA in Anthropology from the University of Georgia before completing her MA in Cross-Cultural Communication and International Management from Newcastle University.

Melody grew up in Athens, GA and in 2015 moved to Newcastle Upon Tyne, UK. She called Newcastle her home until 2017. Living abroad enhanced her intercultural communication and network reach, which ultimately led to being part of the UBS team. Prior to joining UBS, Melody had roles in the medical billing and special business insurance industries. These roles focused on account management and client/broker relations.

Melody now lives in Sandy Springs, GA with her two cats, Ella and Baloo. She enjoys the arts, dancing, biking, practicing yoga and mindfulness.