-

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

ATLANTA--(BUSINESS WIRE)--UBS Private Wealth Management today announced that Thomas (Tom) Mains has joined the firm as a Financial Advisor. He joins the UBS Southeast Market, managed by Lane Strumlauf, and will be located in the firm’s Atlanta, Georgia Private Wealth Management office.

Tom joins an existing UBS Private Wealth advisor team, MLM Partners, which is led by John McColskey, Steve May and Jeff Lewis. MLM Partners joined UBS in late 2020 from J.P. Morgan Private Bank and has successfully grown their practice to oversee more than $6 billion in client assets. Together, they focus on delivering tailored solutions to help family offices, successful families and individuals meet their long-term objectives. As part of the team, Tom will leverage his extensive experience and knowledge, backed by the firm’s global reach and capabilities, to provide comprehensive wealth management services to his clients.

“We’re thrilled to welcome Tom to UBS, and are especially excited that he is joining John, Steve and Jeff to form an even stronger private wealth team dedicated to the success of our clients,” said Lane Strumlauf, UBS Southeast Market Executive. “Tom’s talent and experience are a great addition to our group in Atlanta, and we look forward to supporting him as he further grows his career at UBS.”

Tom Mains joins UBS from J.P. Morgan Private Bank. A seasoned financial advisor with over a decade of experience in wealth management, Tom has a proven track record of delivering personalized financial plans that align with his clients' individual goals and aspirations. In doing so, Tom has established himself as a trusted advisor among high-net-worth individuals seeking to protect and grow their wealth.

Prior to J.P. Morgan, Tom worked for SunTrust Robinson Humphrey in Atlanta, where he was a credit associate in the firm’s Interest Rate and Foreign Exchange Marketing Group within their Capital Markets Division.

Tom earned his bachelor’s degree from Virginia Tech and a Master of Science in Finance degree from Tulane University. He holds the series 7, 63 and 65 securities licenses. Outside of the office, Tom enjoys spending time with his family, staying active in his community, traveling and playing golf. He lives in Atlanta with his wife and two children.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. For press use only.

Contacts

Christina Aquilina
Christina.aquilina@ubs.com

UBS

NYSE:UBS
Details
Headquarters: Zurich, Switzerland
CEO: Sergio Ermotti
Employees: 72,000
Organization: PUB

Release Versions

Contacts

Christina Aquilina
Christina.aquilina@ubs.com

Social Media Profiles
More News From UBS

UBS Hires Financial Advisor Jeff Miller in Bellevue, WA

BELLEVUE, Wash.--(BUSINESS WIRE)--UBS Global Wealth Management US today announced that Jeff Miller has joined the firm as a financial advisor. He joins the UBS Pacific Northwest wealth management market, led by Market Executive Robert Giordano, and is based in the Bellevue, Washington office. Jeff brings decades of experience advising high-net-worth families, entrepreneurs and corporate executives with a client first approach. “Jeff’s track record of building deep client relationships and deliv...

UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List

NEW YORK--(BUSINESS WIRE)--UBS Global Wealth Management US announced today that Hollenbaugh, Rukeyser, Safro & Williams, a Private Wealth Team with multiple offices around the country, has been named to Forbes America’s Top Private Wealth Management Teams list for 2025. The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list. Hollenbaugh, Rukeyser, Safro & Williams is a 13-person tea...

UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes

NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 9 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker   ETN Name and Prospectus Supplementa   Coupon Valuation Date   Ex-Date   Record Date   Payment Date   Coupon Amount   Payment Schedule   Current Yield (annualized) MLPBb   ETRACS Alerian MLP Infrastructure Index ETN Series B   12/30/2025   1/1...
Back to Newsroom