Lasting relationships

Understanding what matters most to you

Meeting in a office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

books

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • image

    Sterling Zerbe

    Executive Director

    Market Director

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

          1200 Abernathy Road
          600 Northpark Town Center
          Atlanta, GA 30328
          sterling.zerbe@ubs.com
          Sterling Zerbe
          1200 Abernathy Road,Atlanta,GA,30328
        Three generations in apple orchard

        Turn possibilities into a plan

        House View Monthly

        Mountain climbers on peak at sunrise

        A leading global wealth manager

        UBS Year Ahead 2025

        Roaring 20s: The next stage

        Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

        A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

        Read the report

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.9+ trn

        UBS Group invested assets
        As of 06/30/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

        Insights

        This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

        Go to privacy settings