The way forward

Today, tomorrow and for generations to come

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Road

Christopher McGill

First Vice President–Wealth Management

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.

Registered States:
  • AL
  • AR
  • CA
  • CO
  • DE
  • FL
  • GA
  • KY
  • MA
  • MD
  • MI
  • MO
  • MS
  • NC
  • NV
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • WA

Education

  • MBA, Union University
  • Bachelor's Degree, The University of Memphis

Credentials

  • Accredited Asset Management Specialist
  • Portfolio Manager
6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119
  • (901) 415-3021

Email Me

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