OakRing Wealth Partners - UBS Financial Services Inc.

UBS Financial Services Inc. is a leading global wealth manager with more than 160 years of experience, assisting clients through various market opportunities and financial challenges. The firm emphasizes cultivating lasting relationships by understanding clients' priorities, enabling them to pursue their financial goals with confidence through a strategic approach encapsulated in the UBS Wealth Way framework, which prioritizes Liquidity, Longevity, and Legacy. With investments totaling $6 trillion across 51 countries, UBS is committed to delivering comprehensive wealth management services informed by expert insights. The organization not only focuses on personalized financial strategies but also supports community initiatives such as disaster relief efforts, showcasing its dedication to both clients and broader societal impacts. Generated from the website

Lee Friedman, CFP, is a Senior Vice President in Wealth Management at UBS Financial Services Inc. in Alpharetta, GA, bringing over fifteen years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER, he focuses on comprehensive financial planning to help individuals and families achieve their goals while safeguarding against potential blind spots. Lee graduated from the Goizueta Business School at Emory University with degrees in Finance and Organization Management. He is recognized for his ability to maintain long-term relationships through constant communication and trust, and has been acknowledged in prestigious rankings such as Barron's Top 250 Private Wealth Management Teams and Forbes' Top Next-Gen Wealth Advisors. Generated from the website