The right moves for your financial future

• 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

As the Market Executive of UBS Private Wealth and Wealth Management businesses in the Southeast Market, I have the honor of guiding a talented and experienced leadership team that supports 150 Financial Advisors and 310 dedicated Associates, in addition to a robust group of Platform Specialists. Our exceptional team has been entrusted with $63 billion in client assets, generating over $350 million in revenue.

At UBS, our core mission is to enhance the lives of our clients through insightful, personalized financial advice tailored to their unique needs and lifestyle. In order to ensure our team's ability to fulfill this mission, I ensure our Advisors and Associates are equipped with the tools and skills necessary to help clients reach their financial goals, such as investment and wealth management, estate planning strategies, cash flow analysis, family advisory and philanthropy.

With a career in financial services spanning 31 years, including 16 with UBS, I bring a wealth of knowledge about the comprehensive suite of thought leadership, research, technology, products, and investment strategies that our firm provides. These resources differentiate us from others in the industry, and I empower our Advisors to leverage them effectively for their clients' benefit.

As a leader, I hold myself accountable to a high standard of ethics, transparency, advocacy, and empathy, and I seek these same qualities in all members of our team.

• University of Florida, Accounting: 1983 - 1988

• 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 is the Market Director for the Southeast Market leading the Wealth Management offices across Georgia.

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. In recent years, Alabama, Mississippi, North Carolina, Roanoke, Virginia, and South Carolina were added creating what was known as the 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. His daughters, Lindsay and Sydney recently graduated from Auburn University. Their son Josh currently plays lacrosse at Birmingham Southern University.  Robert enjoys playing golf, and relaxing at the beach.

• 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
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV
• WY

• AR
• FL
• MA
• NM
• TN
• UT

Reema serves as the Associate Market Executive for the Southeast Market. In her role, Reema works with Financial Advisors across the southeastern part of the U.S. to help them deliver the full range of UBS's global capabilities, expertise, and solutions to ultra-high net worth clients. She also helps oversee sales efforts, business development initiatives, and training & development events for advisors. 

Reema entered the financial services industry in 2005 and came to UBS one year later. Over the course of her career at UBS, she has held a variety of leadership roles on teams based out of New York City, Miami and Tampa.

Reema earned a B.A. in political science from the University of Florida and an M.B.A in marketing from Golden Gate University in San Francisco. She holds her Series 7, 9, 10, and 66 securities licenses.

Reema lives in Nashville, Tennessee with her husband and son. Away from work, she enjoys spending time with her family, traveling and spending time outdoors. She is also a wine enthusiast and avid college football fan.

• 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

As a Sales Manager for UBS Private Wealth and Wealth Management businesses, I support a local and dedicated team in Atlanta, Ga responsible for $63 billion in client assets, generating $350 million in revenue. My primary focus is empowering our financial advisors to reach their personally defined pinnacle of success and sharing the compelling UBS story with other wealth management professionals.

Professional Experience:
I have 16 years of leadership and sales experience in financial services, with 4 years dedicated to UBS. Throughout my career, I've held various roles including Private Banker, Financial Advisor, Wealth Management Banker, and I most recently served as an Assistant Market Head for Southeast Private Wealth Management at UBS prior to my current Sales Manager role.  

Education:
My academic background includes a bachelors degree in Finance from Georgia Southern University. Additionally, I am a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® certificant. 

Personal Life: 
Beyond my professional work, I serve as the Legacy Pastor at Mountain West Church, overseeing the development efforts that drive the community impact and outreach initiatives of the church. Additionally, my wife is Attorney Joi Fairell, Owner and Managing Attorney of The Fairell Law Firm. Our family of six consists of two children and two dogs that we adore. In my spare time, I enjoy playing tennis, watching sports and spending time with my family and friends. 

• Georgia Southern University, Finance: 2003 - 2008

• CERTIFIED FINANCIAL PLANNER™
• Certified Divorce Financial Analyst

• GA

Tracey is the Market Administrative Officer for the Southeast Market. In partnership with the leadership team, Tracey is responsible for leading the day-to-day operations of the market to help businesses run effectively and efficiently, and is responsible for leadership and development of the administrative team. She helps advisors and their teams navigate the firm's resources to access all of our capabilities and solutions, enabling advisors to best serve their clients' needs. Tracey joined UBS in 2012 in a risk management role, before serving as Business Strategist for the Central Division and Assistant Market Head for Southeast Private Wealth Management. Prior to joining UBS, she spent 15 years at Merrill Lynch in various support and risk management roles. Tracey is a graduate of The College of New Jersey in Ewing, NJ. She is an avid traveller and spends time volunteering with the Ronald McDonald House in Atlanta, GA.

• NC

Jill Moulson is an Administrative Manager for the Southeast Market. She began her career in 2000 after graduating from North Carolina State University with a degree in Business Management.  She has extensive experience in wealth management and has held several leadership roles in her career. Jill holds her supervisory licenses and the Chartered Retirement Planning Consultant designation. Jill resides in Raleigh with her husband, John, and their two children, Ben (16) and Hugh (10). In her free time she enjoys traveling, volunteering and spending time outdoors.

• GA

• AL
• AZ
• CA
• DC
• FL
• GA
• IL
• LA
• MD
• MS
• NV
• NY
• PR
• SC
• TN
• TX

Robert Moore is an Administrative Officer in the Southeast Market. Robert is based in our Dunwoody location, with primary responsibility for the Dunwoody and Alpharetta branches.

Robert is a native of Mobile, AL and a proud graduate of 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, he enjoys the arts, working out at Orangetheory Fitness, and spending time with his French bulldog, Stella.

• 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.

• 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

• GA

Michael started in the financial services industry in 2000 with American Express Financial Advisors and has held various roles in the industry, including Registered Client Service Associate, Branch Administrative Manager and Operations manager. As the current Supervisory Officer for the Southeast market, he is responsible for ensuring the market is in compliance with risk management guidelines by establishing relationships with advisory teams. Michael is passionate and committed to helping clients reach their wealth management goals and loves assisting employees and clients as they maneuver through life's daily challenges. He holds his Series 7, Series 66, Series 9 and 10 licenses with FINRA. Michael and his Wife, Gloria, have one teenage daughter, Annabelle, two grown daughters, Sarah,  and Grace. In his free time, he enjoys playing tennis and spending time with family and friends.

• AL

Brandi is a Supervisory Officer for the Southeast Market.  Brandi has been with UBS since 2015 and previously worked as a Supervisory Officer for the Mid-South and Atlanta Markets of UBS.  

Professional History
Brandi has over 25 years of professional experience in the financial services industry.  Brandi has decades of experience on the compliance and supervisory side of the business; gained during her various roles as a Senior Compliance Officer, Associate Director of Compliance and Registrations Supervisor.  

Education and Personal Information
Brandi holds a Bachelor’s of Science degree in Business Administration from the University of Alabama at Birmingham (UAB).  She holds multiple industry licenses including FINRA Series 3, 4, 7, 53, 63, 66, 9, 10, 24, 14 and Life, Health, Variable Insurance Licenses.    

Brandi, her husband, Jeff and their son, Jett, reside in Birmingham, AL.  She enjoys spending time with family, outdoor activities, painting and reading.    

• FL

Antonio is the Client Experience Director for the Southeast Market; which encompasses offices in Georgia, Tennessee and North Carolina.

Antonio's talents are used to ensure there are minimal to no barriers to the needs of our internal and external clients.  Antonio’s unique role is dedicated to the continuous improvement of our firm and the client experience, both internal and external.  As the voice of the Financial Advisor and Team Associate, Antonio’s responsibilities are to identify and work to improve any frictions in policy or process so that our Financial Advisors can focus solely on their clients.  Antonio has been in the Financial Services Industry since 2006; where he began as a cashier / receptionist with Merrill Lynch.  Antonio quickly moved up the ranks and transitioned into leadership for the Palm Beach Merrill Lynch Complex which had seven offices from Palm Beach to Vero.  Antonio moved to UBS in 2015.

Antonio earned his Dual Bachelor's degree in Marketing and Management from the Northwood University Michigan Campus.  In Antonio's free time, he enjoys: travelling with his husband; mentoring young professionals, and playing videogames.

• Market Client Experience Director

• AL
• FL
• GA
• MS
• SC

Stephanie is the Executive Team Assistant for the Southeast Market. She joined UBS in 2007 as a Client Service Associate and transitioned to Executive Team Assistant in 2013. Prior to joining UBS, Stephanie spent 6 years at a couple of other brokerage firms in several client facing roles .

Stephanie resides in Sandy Springs with her husband, Rob and their 3 dogs Buck, Amos and Tildy.  In her free time, she enjoys tennis, exercising and spending time with her family.

• FL
• GA
• ID

Leah is the Market Operations Manager for the Southeast Market.  Leah has been in the financial services industry since 2000, and has extensive experience in operations, compliance, client service, and leadership.

Leah holds Series 7, Series 9/10, & Series 66 licenses.

In her spare time, she enjoys spending time with family, traveling, and playing tennis.