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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

  • Robert Tamarkin

    Robert Tamarkin

    Managing Director

    Market Director

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    • AK
    • 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

     
    Robert heads the Atlanta Market which includes Alabama, Georgia, Mississippi and South Carolina.


    Professional History

    Prior to joining the firm, he spent 12 years as a Financial Advisor and Manager at Merrill Lynch. Robert joined UBS in 2006 in the North Atlanta office.  After a brief time as the Branch Manager for the Alpharetta, GA office, Robert was asked to run the North Atlanta Complex.  In 2013, Robert's role changed to Complex Director overseeing the 3 UBS offices in Atlanta and later adding Greenville, South Carolina to the newly formed Atlanta Market. In recent years, Alabama, Mississippi and Daniel Island, SC were added creating what is now the current Atlanta Market.

    He has served on the WMA Branch Manager Advisory Council.

    Education

    Robert received his Bachelor of Science in Public and Environmental Affairs from Indiana University in 1993.

    Family & Personal Interests

    Robert and his wife, Marni, reside in Alpharetta, GA with their son Josh. His daughters, Lindsay and Sydney attend Auburn University.  Robert enjoys playing golf and tennis and is actively involved with coaching his son's sports.

     

     

          3560 Lenox Road NE
          28th Floor
          Atlanta, GA 30326
        • David Fuller - Profile Photo

          David Fuller

          Director

          Market Supervisory Officer

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          • AL
          • AR
          • AZ
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI
          • WV

          David is the Market Supervisory Officer of the Atlanta Market  which includes Alabama, Georgia, Mississippi and South Carolina. He  joined UBS in September 2005. In his current role as Market Supervisory Officer, he is responsible for managing risk and compliance. He partners with Financial Advisors and support teams in mitigating risk within their practice with a focus on protecting clients, employees, and UBS.  

          Professional History

          Prior to his current role, David held various leadership roles within the firm, such as Administrative Manager and Operations Manager.  The diverse experience within UBS has provided him the ability to service Advisors and clients on complex situations all while staying in the boundaries of policy and industry regulations.

          Prior to joining UBS, David held multiple leadership roles at Invesco, SunTrust, and TD Waterhouse. He holds Series 7, Series 8, Series 24, Series 63, and Series 66 licenses with FINRA.

          Family & Personal Interests

          David  is a Georgia native and resides in Marietta with his wife Anna. In his spare time, he enjoys outdoor activities with family. Motocross, fishing, jet skiing and hiking to name a few.

                3560 Lenox Road NE
                28th Floor
                Atlanta, GA 30326
              • Stephanie Stocks - Profile Photo

                Stephanie Stocks

                Authorized Officer

                Executive / Team Assistant

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                • AL
                • FL
                • GA
                • MS
                • SC

                      3560 Lenox Road NE
                      28th Floor
                      Atlanta, GA 30326

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