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UBS Private Wealth Management - Atlanta, GA

How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

Explore if UBS is the right fit for you

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.

Greg Achten

Managing Director

Market Executive
View bio Industry recognition
- 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
Greg Achten is the Managing Director and Market Executive for the South Market for UBS. The business includes the High Net Worth and Ultra High Net Worth segments in the states of Georgia, Tennessee, Alabama, Mississippi, Louisiana, and Arkansas. He is based in Atlanta Buckhead.

Professional History
Greg joined UBS in April 2016 and is a Managing Director. Prior to joining the firm he spent the previous 28 years at Merrill Lynch where he began as an Operations Manager and held numerous roles to include 14 years as a Financial Advisor, Resident Director, Regional Sales Manager in Dallas, TX, Complex Director in Tulsa, OK, and Managing Director in Cincinnati and Dayton, OH, Indiana, and Boston, MA. In his 20 years of Wealth Management Leadership, he has had the opportunity to work with thousands of Financial Advisors helping them build and enhance their practice and client experience.

Education
Greg received his Bachelor of Business Administration (Accounting and Finance Majors) from the University of Cincinnati and his Masters of Business Administration from Xavier University.

Community Involvement
Greg is and has been involved in many charities over the years to include being a Board Member of United Way Boston, Girls and Boys Clubs, Junior Achievement, and Special Olympics. Currently, he is a Trustee on the St. Xavier High School Board of Trustees; he is also on the Endowment Investment Committee (prior Chair), and recently led the search committee for a new President for the Jesuit High School.

Greg and Theresa have been married for 36 years and are golf members of Kenwood Country Club and Reynolds at Lake Oconee.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

gregory.achten@ubs.com

Greg Achten

3560 Lenox Road NE,Atlanta,GA,30326
Robert Moore

Director

Market Administrative Officer
View bio
- 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 Moore is a native of Mobile, AL and a proud graduate of The University of Alabama. Prior to joining us at UBS, Robert was a Business Service Officer at Morgan Stanley where he partnered with Financial Advisors and Team Associates to achieve Individual and Firm goals through Sales and Service alignment. Robert also brings more than a decade of experience in Client Service from previous firms including Merrill Lynch and Ameriprise Financial. In his free time Robert enjoys the Arts, working out at Orangetheory Fitness, and spending time with his French bulldog, Stella.

“ I am very excited to continue partnering with our Advisors and Team Associates as the Market Administrative Officer, and I look forward to supporting the continued growth and success of the South Market. – Roll Tide!”
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

robert.moore@ubs.com

Robert Moore

3560 Lenox Rd NE,Atlanta,GA,30326
Karmen Keup

Executive Director

Associate Market Executive
View bio
- 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
Above all, Karmen is passionate about helping successful financial advisors, their team and their clients experience enhanced growth. She has led an impressive career in sales leadership in her over 25 years of working in the finance industry. She has been with UBS for a majority of her career holding positions varying from Financial Advisor to leadership roles such as Assistant Market Head within the Private Wealth Division in New York City and Market Director for the Southwest Florida Complex. Most recently, Karmen has stepped into the role of Associate Market Executive for the South Market and will be in our Atlanta (Buckhead) office.

A self-described results-oriented growth and execution professional, Karmen focuses on a client forward philosophy. Her goal is to ease the process of doing business. She is committed to creating a culture of positivity and productivity allowing for individualized experiences for all clients, financial advisors and team associates. For Karmen, helping people is the most rewarding part of the role.

Growing up in Montana, Wyoming and Colorado provided Karmen with a solid grounded approach to the professional and personal balance that is crucial to true success. Achieving her BSBA in Marketing from the University of Denver prior to the start of her career as a Financial Advisor in Beverly Hills provided a foundation for her flourishing career. When she in not at work, Karmen can be found spending quality time with her family, exploring great new restaurants or embarking on a personal or competitive run.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

karmen.keup@ubs.com

Karmen Keup

3560 Lenox Rd NE,Atlanta,GA,30326
Elizabeth Driscoll

Executive / Team Assistant
View bio
Elizabeth is the Executive Team Assistant for the South Market at UBS Financial Services, Inc. She plays a crucial role in ensuring her colleagues have all the necessary tools and resources to serve their clients effectively. The South Market encompasses Wealth Management and Private Wealth Management teams across GA, TN, AL, AR, MS, and LA, and Elizabeth is based in Buckhead Atlanta.

Before joining UBS in November 2024, Elizabeth spent five years at Morgan Stanley, where she began her career in Finance and Senior Leadership support. Her exceptional attention to detail, organizational prowess, and effective communication skills have significantly contributed to her success in large and fast-paced enterprises.

Elizabeth holds a Bachelor of Arts in Anthropology from the University of Georgia. Outside of her professional life, Elizabeth has a passion for traveling and exploring new cultures. Elizabeth resides in Decatur, GA with her husband, Bobby, and their beloved German Shepherd, Rocco.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

elizabeth.driscoll@ubs.com

Elizabeth Driscoll

3560 Lenox Rd NE,Atlanta,GA,30326

Greg Achten

Managing Director

Market Executive
View bio Industry recognition
- 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
Greg Achten is the Managing Director and Market Executive for the South Market for UBS. The business includes the High Net Worth and Ultra High Net Worth segments in the states of Georgia, Tennessee, Alabama, Mississippi, Louisiana, and Arkansas. He is based in Atlanta Buckhead.

Professional History
Greg joined UBS in April 2016 and is a Managing Director. Prior to joining the firm he spent the previous 28 years at Merrill Lynch where he began as an Operations Manager and held numerous roles to include 14 years as a Financial Advisor, Resident Director, Regional Sales Manager in Dallas, TX, Complex Director in Tulsa, OK, and Managing Director in Cincinnati and Dayton, OH, Indiana, and Boston, MA. In his 20 years of Wealth Management Leadership, he has had the opportunity to work with thousands of Financial Advisors helping them build and enhance their practice and client experience.

Education
Greg received his Bachelor of Business Administration (Accounting and Finance Majors) from the University of Cincinnati and his Masters of Business Administration from Xavier University.

Community Involvement
Greg is and has been involved in many charities over the years to include being a Board Member of United Way Boston, Girls and Boys Clubs, Junior Achievement, and Special Olympics. Currently, he is a Trustee on the St. Xavier High School Board of Trustees; he is also on the Endowment Investment Committee (prior Chair), and recently led the search committee for a new President for the Jesuit High School.

Greg and Theresa have been married for 36 years and are golf members of Kenwood Country Club and Reynolds at Lake Oconee.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

gregory.achten@ubs.com

Greg Achten

3560 Lenox Road NE,Atlanta,GA,30326
Robert Moore

Director

Market Administrative Officer
View bio
- 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 Moore is a native of Mobile, AL and a proud graduate of The University of Alabama. Prior to joining us at UBS, Robert was a Business Service Officer at Morgan Stanley where he partnered with Financial Advisors and Team Associates to achieve Individual and Firm goals through Sales and Service alignment. Robert also brings more than a decade of experience in Client Service from previous firms including Merrill Lynch and Ameriprise Financial. In his free time Robert enjoys the Arts, working out at Orangetheory Fitness, and spending time with his French bulldog, Stella.

“ I am very excited to continue partnering with our Advisors and Team Associates as the Market Administrative Officer, and I look forward to supporting the continued growth and success of the South Market. – Roll Tide!”
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

robert.moore@ubs.com

Robert Moore

3560 Lenox Rd NE,Atlanta,GA,30326
Karmen Keup

Executive Director

Associate Market Executive
View bio
- 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
Above all, Karmen is passionate about helping successful financial advisors, their team and their clients experience enhanced growth. She has led an impressive career in sales leadership in her over 25 years of working in the finance industry. She has been with UBS for a majority of her career holding positions varying from Financial Advisor to leadership roles such as Assistant Market Head within the Private Wealth Division in New York City and Market Director for the Southwest Florida Complex. Most recently, Karmen has stepped into the role of Associate Market Executive for the South Market and will be in our Atlanta (Buckhead) office.

A self-described results-oriented growth and execution professional, Karmen focuses on a client forward philosophy. Her goal is to ease the process of doing business. She is committed to creating a culture of positivity and productivity allowing for individualized experiences for all clients, financial advisors and team associates. For Karmen, helping people is the most rewarding part of the role.

Growing up in Montana, Wyoming and Colorado provided Karmen with a solid grounded approach to the professional and personal balance that is crucial to true success. Achieving her BSBA in Marketing from the University of Denver prior to the start of her career as a Financial Advisor in Beverly Hills provided a foundation for her flourishing career. When she in not at work, Karmen can be found spending quality time with her family, exploring great new restaurants or embarking on a personal or competitive run.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

karmen.keup@ubs.com

Karmen Keup

3560 Lenox Rd NE,Atlanta,GA,30326
Elizabeth Driscoll

Executive / Team Assistant
View bio
Elizabeth is the Executive Team Assistant for the South Market at UBS Financial Services, Inc. She plays a crucial role in ensuring her colleagues have all the necessary tools and resources to serve their clients effectively. The South Market encompasses Wealth Management and Private Wealth Management teams across GA, TN, AL, AR, MS, and LA, and Elizabeth is based in Buckhead Atlanta.

Before joining UBS in November 2024, Elizabeth spent five years at Morgan Stanley, where she began her career in Finance and Senior Leadership support. Her exceptional attention to detail, organizational prowess, and effective communication skills have significantly contributed to her success in large and fast-paced enterprises.

Elizabeth holds a Bachelor of Arts in Anthropology from the University of Georgia. Outside of her professional life, Elizabeth has a passion for traveling and exploring new cultures. Elizabeth resides in Decatur, GA with her husband, Bobby, and their beloved German Shepherd, Rocco.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

elizabeth.driscoll@ubs.com

Elizabeth Driscoll

3560 Lenox Rd NE,Atlanta,GA,30326

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.

March 05, 2026

A leading global wealth manager

Clarity in a rapidly changing world

We’re here to help guide you through uncertain times

Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

Let’s create a path together so you can move forward with confidence, no matter what comes next.

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

The right moves for your financial future

How UBS empowers our financial advisors

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Pursuing your goals together

Greg Achten

Robert Moore

Karmen Keup

Elizabeth Driscoll