Farris, H

UBS Financial Services Inc. is a leading wealth management firm with a global presence, offering investment advisory and brokerage services. With over $3.9 trillion in invested assets globally, UBS is committed to providing quality strategies customized to clients' needs, focusing on long-term relationships and quality client service. Their team of experienced professionals works closely with clients to understand their priorities and concerns, helping them confidently pursue their life goals. UBS Financial Services Inc. is backed by the strength of UBS, a world-leading wealth manager with a history of over 160 years. Their formal integration with Credit Suisse further enhances their capabilities, providing unprecedented strength in guiding clients through financial challenges and market opportunities. With a focus on liquidity management and a global footprint spanning 51 countries, UBS is dedicated to helping clients build plans, achieve balance, and stay disciplined in a rapidly changing world.Generated from the website

Conscientious Wealth Planning and Investment Management (CWPIM), located in Alpharetta, GA, specializes in tailored wealth planning that integrates tax, estate, and investment strategies to help clients navigate life's uncertainties. With a client-centric approach, CWPIM fosters long-term relationships built on trust and transparent communication, ensuring that each wealth plan is customized to meet individual financial goals. The firm prides itself on its commitment to professional investment management, proactive risk management solutions, and comprehensive estate planning services. Led by experienced professionals who prioritize client well-being, CWPIM aims to provide peace of mind and a clear vision for the financial future of its clients and their families. Generated from the website

John Coleman, CFP, is a seasoned financial advisor with over 35 years of experience in wealth management, currently serving as the First Vice President at UBS Financial Services Inc. in Alpharetta, GA. He holds a CERTIFIED FINANCIAL PLANNER designation and has a background that includes managing a Merrill Lynch office in Florida and a commitment to community service through his involvement with Carpenters Way Ranch. UBS Financial Services Inc. is a leading global wealth manager with a robust history of guiding clients through various market opportunities and financial challenges. The firm's approach emphasizes the importance of liquidity, longevity, and legacy in financial planning, ensuring that clients can confidently pursue their long-term goals. Generated from the website