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.

  • Sterling Zerbe

    Sterling Zerbe

    Executive Director

    Market Director

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    • AL
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          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

        Texas

        Donor-advised funds

        Year-end charitable giving

        As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

        For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $6.9 trn

        UBS Group invested assets
        As of 10/29/2025

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

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