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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Billy received a BA degree in History and a BS degree in Finance, both from the University of Tennessee. He is FINRA registered and holds Series 7, 66, 31 securities licenses as well as licenses for life insurance and variable annuities. Billy received his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, which is a formal designation awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® is a financial planner who possesses one of the most rigorous certifications for financial planning knowledge and can help individuals in a variety of areas in managing their finances.
Billy and his wife, Rachel, live in Knoxville and enjoy traveling, hiking in the mountains, reading and engaging with their community. Outside the office, Billy is an avid endurance athlete and enjoys road racing for his local team and 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.
Billy received a BA degree in History and a BS degree in Finance, both from the University of Tennessee. He is FINRA registered and holds Series 7, 66, 31 securities licenses as well as licenses for life insurance and variable annuities. Billy received his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, which is a formal designation awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® is a financial planner who possesses one of the most rigorous certifications for financial planning knowledge and can help individuals in a variety of areas in managing their finances.
Billy and his wife, Rachel, live in Knoxville and enjoy traveling, hiking in the mountains, reading and engaging with their community. Outside the office, Billy is an avid endurance athlete and enjoys road racing for his local team and competing in marathons.
Education
Credentials
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.
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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