A plan for today, tomorrow and generations to come

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A graduate of the University of Florida, Sam has been in the investment industry since 1981, having started his career in Memphis with Morgan Keegan that year. In 1988 he joined Commerce Capital Management, a subsidiary of the National Bank of Commerce in Memphis, as a portfolio manager and marketing director. He then left in 1991 to join Merrill Lynch, where he remained for eighteen years before joining UBS Financial Services in 2009. Sam’s focus is on portfolio management with the primary goal of helping each client achieve their specific and individual investment objectives.

Sam is married to his wife Jan, and they have three children. In his spare time Sam enjoys playing golf and is an avid music fan and musician.

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In 1999, Rebecca started her career with UBS Financial Services, Inc. and is proud to serve every aspect of wealth management needs to her clients. Rebecca works closely with clients' accountants, attorneys, estate planners and tax advisors and her main goal is to ensure that current and prospective needs are met in the most efficient manner.

A Memphis native, Rebecca earned a Bachelor's degree from the University of Memphis. She holds professional licenses with FINRA and the NASD (Series 7, 63, 66) and the State of Tennessee Department of Insurance (Life, Variable, Accident and Health). Rebecca completed Christian Brothers University's Certificate of Financial Planning Program in 2008.  

She and her husband, Trevor, have been married for more than 27 years. They have two sons, Ethan and Sam. In her free time, Rebecca enjoys spending her time with family and friends, Pilates and tennis.

CA Insurance License #4163612

• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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With a strong desire to make a positive difference in his client's lives, Chris joined UBS in 2002. He received his bachelor's degree from The University of Memphis in 2000. In 2002, he earned the Accredited Asset Management Specialist™ designation (AAMS®) from the College of Financial Planning. Chris received his MBA from Union University in 2006. In 2009 he completed the executive Financial Planning program at Christian Brothers University. Chris is a proud Eagle Scout and has served on various boards throughout the community. He lives in Germantown with his wife Jamie and their two children.

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Rachelle is a Senior Registered Client Associate and a vital part of the Carson, Fitschen and McGill team.  She brings over 11 years of valuable experience to our organization and has consistently demonstrated her commitment to excellence and growth. Rachelle holds Series 7 and Series 65/66 security licenses, which further attest to her expertise in the field.  She holds an Associate's Degree from LSU-Eunice and a Bachelor's Degree from DeVry University in Computer Information Systems.

 She and her husband, Chris have been married over 20 years and live in Lafayette, Louisiana.  Although she is part of a Tennessee based team, she will be the first to cheer on the LSU Tigers. Geaux Tigers.

Margaret joined UBS in 2023 as a Client Associate and is a key member of the Carson, Fitschen and McGill team, where she supports clients through day-to-day operations and efficient service.

Margaret earned a bachelor's degree from the University of Tennessee in 1991 and a Doctor of Dental Surgery from the University of Tennessee Health Science Center in 1995.  

Born and raised in Memphis but relocated to Nashville in 2000.  She and her husband, Spencer, have been married for more than 30 years. They have 3 grown children. In her free time, Margaret enjoys spending her time with family and friends at Center Hill Lake. She loves cheering on the Tennessee Titans and Nashville Predators.