UBS Adds Decades of Experience by Welcoming Daryl Holmes in Alpharetta, Georgia

UBS Wealth Management is ramping up its Atlanta-area presence by bringing on Daryl Holmes, a financial advisor with over 20 years of experience, to its Alpharetta office. This move aligns with UBS's continued focus on strategic expansion in high-growth U.S. markets and the pursuit of top-tier talent.

Strategic Hire Signals Confidence in Regional Growth

Holmes, previously at Morgan Stanley since 1999, will operate under the leadership of Greg Achten, South Market Executive, and Sterling Zerbe, North Atlanta Market Director. UBS sees Holmes's appointment as a boost for both clients and its team. Greg Achten highlighted the depth Holmes brings, saying, "We are confident that Daryl and his team will successfully leverage UBS's world class wealth management platform and capabilities to serve their clients and help them achieve their financial goals."

UBS’s focus on regional expansion is clear. “Hiring productive financial advisors in the local community like Daryl is a key priority for us,” noted Zerbe, underscoring the firm’s drive to enhance its foothold in Atlanta and offer more localized expertise.

Profile: Daryl Holmes Brings Deep Client Relationships and a Broad Skill Set

Holmes’s track record stands out. With a career at Morgan Stanley stretching more than two decades, Holmes has advised families, individuals, executives, and business owners on comprehensive financial planning and wealth management strategies. Prior to his work in finance, he held several leadership roles at UPS and served in both the U.S. Navy and Marine Corps.

The appointment is further bolstered by the addition of Wealth Strategy Associate Dietrah Pegues-Britton, joining Holmes at UBS. This reinforces the team's ability to serve clients with nuanced, personalized approaches in an increasingly complex market environment.

UBS Continues Expansion and Integration Post Credit Suisse Acquisition

UBS’s latest hire comes on the heels of significant transformation at the firm. With the recent Credit Suisse acquisition, UBS’s managed assets reached $6.1 trillion by Q4 2024, cementing its position as a leading global wealth manager. Operating in over 50 markets worldwide, the firm leverages its scale to deliver sophisticated solutions to diverse client needs.

For clients in Atlanta, Holmes’s arrival means greater access to the firm’s comprehensive services, personalized financial strategies, and a local team invested in long-term relationships. This development underscores UBS’s strategy of pairing local expertise with global resources.

What This Means for Atlanta-Area Clients

For those considering or already engaged in wealth management, the move brings added reassurance that UBS is prioritizing advisor experience and continuity of service. With Holmes at the helm in Alpharetta, existing and prospective clients may find new opportunities for personalized planning in an evolving economic landscape.

While only time will tell how the expanded Atlanta team impacts client outcomes, UBS’s deliberate approach to hiring and team building points to a firm focused on steady growth, robust service, and the enduring value of experience-driven advice.

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