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$5+ trillion
In invested assets globally
As of 11/07/2023
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
During the 1990's I had the privilege of running my family's sign manufacturing business. In 2002, after the successful sell of the company, I began my career in the financial industry. I have managed client assets through several market cycles including the dot-com bubble and the "Great Recession". When it comes to providing our clients with relevant, insightful advice, we take nothing at face value - whether it's the latest market "wisdom" or modern portfolio theory. For our clients, our difference is the depth of independent thinking and the willingness to question on your behalf.
I have a BA degree in History and a BS degree in Finance, both from the University of Tennessee. I am FINRA registered and hold Series 7, 66, 31 securities licenses as well as licenses for life insurance and variable annuities. My wife is a teacher at Christian Academy of Knoxville and we have two boys. I am an avid runner and cyclist and enjoy competing in marathons.
Education
Credentials
Senior Vice President–Wealth Management
During the 1990's I had the privilege of running my family's sign manufacturing business. In 2002, after the successful sell of the company, I began my career in the financial industry. I have managed client assets through several market cycles including the dot-com bubble and the "Great Recession". When it comes to providing our clients with relevant, insightful advice, we take nothing at face value - whether it's the latest market "wisdom" or modern portfolio theory. For our clients, our difference is the depth of independent thinking and the willingness to question on your behalf.
I have a BA degree in History and a BS degree in Finance, both from the University of Tennessee. I am FINRA registered and hold Series 7, 66, 31 securities licenses as well as licenses for life insurance and variable annuities. My wife is a teacher at Christian Academy of Knoxville and we have two boys. I am an avid runner and cyclist and enjoy competing in marathons.
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
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Our global footprint
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