Lasting relationships. For all that matters

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IN
• KS
• LA
• MD
• ME
• MI
• MN
• MO
• MS
• NC
• NM
• NY
• OH
• PA
• SC
• SD
• TN
• TX
• VA
• WA
• WV
• WY

With excess 30 years of financial industry experience, all of it with UBS and its predecessor firm, Rush Mosby has built a team dedicated to comprehensive financial planning and serving clients.

Rush has been a Certified Public Accountant (CPA) and is a graduate of the University of Mississippi with a B.S. in accounting. Involved with many philanthropic groups in the community, he is currently a board member of the Kidney Foundation and 100 Club of Jackson and was a past president of the Country Club of Jackson. Rush and his wife, Lesley, have two adult children.

CA Insurance license # 0I6598

• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• 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.

• University of Mississippi, B.S. Accounting

• Senior Portfolio Manager

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IN
• KS
• LA
• MD
• ME
• MI
• MN
• MO
• MS
• NC
• NM
• NY
• OH
• PA
• SC
• SD
• TN
• TX
• VA
• WA
• WV
• WY

As a Certified Financial Planner™ (CFP®) professional, a former Certified Public Accountant (CPA) and auditor of Fortune 500 companies, Will's deep experience with company balance sheets and income statements is essential to his equity, ETF, and mutual fund research.  Will also attained the Certified Portfolio Manager (CPM®) designation, which allows him to build, analyze, and understand the different metrics of your investment portfolios and to work with you through a collaborative process to build your goals-based risk-adjusted portfolio while maximizing your after tax performance.  For the team, he handles advisory services, technology and active/passive management selection.  Will graduated from the University of Mississippi with a B.S. and a M.S. in accounting with an emphasis on taxation.  He volunteers with the inner city youth support organization, Peyton's House.  He and his wife, Betsey, reside in Jackson with their two children. 

CA Insurance license # 0L15783

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2019The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• 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.

• University of Mississippi, B.S.
• University of Mississippi, M.S. Accounting, Taxation

• CERTIFIED FINANCIAL PLANNER™
• Certified Portfolio Manager®
• Portfolio Manager

• LA
• MS
• UT

With more than 20 years of experience with the Capitol Wealth Management team, Angela is the main point of contact for all clients.  As Relationship Manager, she focuses on all aspects of client relations, compliance polices and operation supervision.  Angela additionally serves as the liability management specialist overseeing all banking and lending transactions for the team. Angela earned the Chartered Financial Consultants (ChFC®) designation in 2009 and holds her Series 7, 31, 66 and insurance licenses.  Angela and her husband, Kiley, reside in Brandon.

• Chartered Financial Consultant

• AL
• CA
• LA
• ME
• MS
• TX

A Certified Financial Planner™ (CFP®) professional, Wade has worked in the financial services industry since 2004 and has been with UBS since 2010. He is responsible for financial planning and handles retirement planning, portfolio management and insurance solutions. Wade is an Accredited Asset Management Specialist (AAMS®) by the College of Financial Planning. He graduated from Louisiana State University with a B.S. in chemical engineering.  Wade is an active member of Parkway Hills United Methodist Church. He and his wife, Sara, have two children.

• Louisiana State University, B.S. Chemical Engineering

• Accredited Asset Management Specialist
• CERTIFIED FINANCIAL PLANNER™

• FL
• LA
• MS

Jeannette has over 25 years of experience in the financial services industry with 20 of those here at UBS.  She is responsible for managing day-to-day affairs including coordinating account management, executing asset and cash movements and quarterbacking general client interaction with the team.  Jeannette graduated from the University of Phoenix with a degree in Business Administration. She holds the Series 7, 66 and insurance licenses.  She enjoys traveling, spending time with family and taking her dogs on long walks.

• University of Phoenix, Business Administration

Danielle rejoined UBS and the Capitol Wealth Management team in December 2021. Her focus is servicing client accounts on daily transactional business and industry compliance. Danielle received a B.A. in Foreign Language with an emphasis on cross-cultural understanding from Mississippi College. In 2020, she also received an Accounting Certification from the Mississippi College graduate program. She is currently pursuing her Series 7 registration. Danielle enjoys spending time with her 2 children, traveling, and is an avid sports fan.

• Mississippi College, Foreign Language