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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Austin has over 13 years of investment experience in the financial services industry and retirement plan industry. Austin holds the Chartered Retirement Planning Specialist designation where he is responsible for providing investment advisory, education, and planning services to his retirement plan clients and their employees. Austin has been appointed a Senior Retirement Plan Consultant granting him authority to act in a fiduciary capacity for his ERISA clients. This program is comprised of a subset of the firm's advisors who, because of their demonstrated experience and knowledge, are authorized to provide advisory services to defined contribution retirement plans. RPCS includes services that address three primary needs of defined contribution clients: provider search, investment consulting, and employee education consulting.
Austin is also certified as a Portfolio Manager in the UBS Portfolio Management Program (PMP), a personalized, discretionary investment management program. His role focuses on client wealth management, asset allocation and manager selection.
Austin earned a B.S. in Business at Middle Tennessee State University. He currently resides in Franklin, TN with his family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Austin has over 13 years of investment experience in the financial services industry and retirement plan industry. Austin holds the Chartered Retirement Planning Specialist designation where he is responsible for providing investment advisory, education, and planning services to his retirement plan clients and their employees. Austin has been appointed a Senior Retirement Plan Consultant granting him authority to act in a fiduciary capacity for his ERISA clients. This program is comprised of a subset of the firm's advisors who, because of their demonstrated experience and knowledge, are authorized to provide advisory services to defined contribution retirement plans. RPCS includes services that address three primary needs of defined contribution clients: provider search, investment consulting, and employee education consulting.
Austin is also certified as a Portfolio Manager in the UBS Portfolio Management Program (PMP), a personalized, discretionary investment management program. His role focuses on client wealth management, asset allocation and manager selection.
Austin earned a B.S. in Business at Middle Tennessee State University. He currently resides in Franklin, TN with his family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
