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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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.
Education
Credentials
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.
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
