Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA
03 Avril 2024 - 7:01PM
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).
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Christina Aquilina Christina.aquilina@ubs.com
UBS (NYSE:UBS)
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