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

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.

• 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 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.

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.

• 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.