Knowledge

Powered by experience

Sterling Zerbe

Executive Director

Market Director

Registered States:
  • 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

Email Me

sterling.zerbe@ubs.com
Sterling Zerbe
1200 Abernathy Road,Atlanta,GA,30328

Gregory B. Alford, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • CA
  • CO
  • FL
  • GA
  • ID
  • KY
  • MD
  • MI
  • MS
  • NC
  • NY
  • OK
  • SC
  • TN
  • VA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Custom portfolios
Business owners
Corporate executives
4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

greg.alford@ubs.com
Gregory B. Alford, CFP
4001 Carmichael Road,Montgomery,AL,36106

Kevin N. Haynes, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV

Recognized as an industry leader:

  • Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Senior Portfolio Manager
  • Retirement Plan Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Business owners
Legacy planning
Retirement Plan consulting
Corporate executives
4001 Carmichael Road Suite 400
Montgomery, AL 36106

Email Me

kevin.haynes@ubs.com
Kevin N. Haynes, CFP
4001 Carmichael Road Suite 400,Montgomery,AL,36106

Daniel Dean, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Retirement planning
Estate planning strategies
Custom portfolios
4001 Carmichael Road Suite 400
Montgomery, AL 36106

Email Me

daniel.dean@ubs.com
Daniel Dean, CFP
4001 Carmichael Road Suite 400,Montgomery,AL,36106

Randy Watson

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Structured products
Multi-generational families
Business owners
4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

carl.watson@ubs.com
Randy Watson
4001 Carmichael Road,Montgomery,AL,36106

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