Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Brent Thompson

Vice President–Wealth Management

With over 25 years of experience, I am a problem solver who listens to your concerns and provides solutions. Backed by the research and resources of the world's largest wealth management firm, I walk with you during changing times, with guidance based on plans we make together, ahead of time.

I started my career at J.C. Bradford. I have been with UBS since 2000. I grew up in Williamson County, Tennessee, and played football and wrestled for Franklin High School. I earned a BS at Brigham Young University. I am married to my college sweetheart. We are blessed with two daughters, a son, a son-in-law, and an energetic Labrador/Australian dog. I have finished three marathons and I am a fan of SEC football. I enjoy reading and fishing our beautiful Tennessee rivers in a kayak or canoe. 

My favorite community service is disaster relief. I often travel to hard-hit areas to remove fallen trees or debris from homes after hurricanes, tornadoes, or floods. Other service has included Second Harvest Food Bank, Boy Scouts of America, Williamson County Schools Athletics, Giving Machines Nashville, and church service. I am an Eagle Scout. 

Registered States:
  • AL
  • AR
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • MT
  • NC
  • NH
  • NM
  • NV
  • NY
  • OH
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV
  • WY

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Philanthropy
Business Owners
Long-term care planning
Legacy planning
Lending services
6100 Tower Circle
Suite 100
Franklin, TN 37067
  • (615) 721-4925

Email Me

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Your life, wealth and future

Your life, wealth and future

Are you ready to take care of you?

Read the article: Own your worth 2020

During a health crisis, the financial and family stresses on women are often compounded by women traditionally taking on multiple caretaker roles—leaving less time and energy for financial education and planning. According to UBS‘s Own Your Worth whitepaper, time constraints are a key reason "85% of married women [in the US] are less involved in long-term finances, preferring their husbands to take care of it."

1International Labour Organization

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A global leader in wealth management

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More than 150 years

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