Insight-based advice

Observatory on mountain top

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Two people talking overhead

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Mark Brewer

    Senior Vice President–Investments

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    • AL
    • AR
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    • CA
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    • CT
    • DC
    • DE
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    Mark Brewer became a registered representative with a major brokerage firm in Nashville in 1985. In 1990 he earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, continuing in good standing since, and in 1994 became a registered securities principal. In 1997 he joined the Investment Management Consultants Association and in 1999 he earned the designation of Certified Investment Management Analyst (CIMA®) from the Wharton School at the University of Pennsylvania.

        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        • Institutional Consultant, UBS Institutional Consulting Program
        3102 West End Avenue
        Suite 500
        Nashville, TN 37203
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        Gordon Lane Brewer

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KY
        • LA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
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        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
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        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI
        • WV
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            3102 West End Avenue
            Suite 500
            Nashville, TN 37203
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            William Sanderson III

            Authorized Officer

            Client Associate

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                  3102 West End Avenue
                  Suite 500
                  Nashville, TN 37203

                Focus on liquidity management

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                UBS and Credit Suisse—stronger than ever

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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                A global leader in wealth management

                $3.9 trillion

                In invested assets globally 
                As of 12/31/2022

                51 countries

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                UBS is a world-leading wealth manager