Wealth advice for your life's goals

Cronan-Hudson-Group

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.

Plans

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Jefferson-Cronan

    Jeff Cronan, CFP

    Executive Director

    Branch Manager

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    • AL
    • AR
    • AZ
    • CA
    • FL
    • GA
    • IL
    • LA
    • MA
    • MI
    • MO
    • SC
    • TN
    • VA

    Jeff began his career in financial services in 1989 working for a Chattanooga based bank as a loan officer. By 1992, he knew he wanted to commit the rest of his career to financial planning, and he transferred to the investment department of the bank.

    In 1994, Jeff joined the investment firm J.C. Bradford & Co. as a Financial Advisor and began building his financial planning practice. The firm was acquired by UBS Financial Services in 2000, which brought expanded wealth management capabilities. Around this time Jeff earned his Certified Financial Planner™ designation which is a financial planning credential awarded by the Certified Financial Planning Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements.

    As the Branch Manager of the Chattanooga UBS office, Jeff has led and built what is now the largest wealth management firm in the city with over $6 billion in assets under management.

    Jeff earned his Bachelor's degree in Finance from Tennessee Tech University. He achieved the Wealth Advisor designation with UBS, a comprehensive training designation for high net worth clients, in 2007. Areas of focus on the team include: financial planning, estate planning, strategic and tactical allocation, fixed income strategies and alternative investments. He is FINRA registered and holds the series 7, 63, 65 (registered investment advisor), 8, 10, 26, and 3.

      • Tennessee Tech University, Bachelor's Degree in Finance
      • CERTIFIED FINANCIAL PLANNER™
      Financial planning
      Education planning
      Estate planning strategies
      Philanthropy
      Legacy planning
      Investing
      Business owners
      Professionals
      One Union Square
      Suite 100
      Chattanooga, TN 37402
    • David-Hudson

      David Hudson, CLU, ChFC

      Vice President–Wealth Management

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      • AL
      • AR
      • AZ
      • CA
      • FL
      • GA
      • IL
      • LA
      • MA
      • MI
      • MO
      • NC
      • NY
      • SC
      • TN
      • TX
      • VA

      David came to the financial services industry after serving as an officer in the United States Army. His 33 year career began with Provident Life and Accident Insurance Company where he held various leadership positions in Connecticut, Massachusetts, Georgia and Tennessee.

      He joined UBS in 2005 from Peachtree Planning Corporation in Atlanta. He graduated from Saint Leo University in Florida Cum Laude with a Bachelor's degree in Business Management and earned his Chartered Life Underwriter and Chartered Financial Consultant designations from the American College in Bryn Mawr, Pennsylvania.

      David achieved the Wealth Advisor designation with UBS in 2009 which is a comprehensive training designation for high net worth clients. Areas of focus include: financial planning, retirement planning, equity strategies, insurance planning and employee benefits. He is FINRA-registered and holds the Series 7, 63, and 65 (registered investment advisor) securities licenses, as well as, licenses for LTC (long term care), life, accident and health insurance, and variable annuities.

        • Saint Leo University, Bachelor's Degree in Business Management
        • Chartered Financial Consultant
        • Chartered Life Underwriter®
        • Wealth Advisor
        Financial planning
        Education planning
        Long-term care planning
        Investing
        Custom portfolios
        Executive compensation
        Business owners
        Professionals
        One Union Square
        Krystal Building
        Chattanooga, TN 37402
      • Stacy-Jolley

        Stacy Jolley

        Wealth Management Associate

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        • AL
        • FL
        • GA
        • LA
        • MO
        • MS
        • TN
        • TX

              Banking
              Lending services
              Cash management
              Securities-backed lending
              One Union Square
              Suite 100
              Chattanooga, TN 37402
            Retirement planning

            Retirement planning

            investments

            Investment Management

            Multigenerational planning

            Multigenerational planning

            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.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            Best

            Global private bank services, 2016-2022
            Euromoney Private Banking and Wealth Management Survey, 2022

            Global leader

            UBS is a world-leading wealth manager

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