Lasting relationships. For all that matters

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bill-Rush-Mosby-Profile-Photo

    Bill "Rush" Mosby, III

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    • AL
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    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • LA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • ND
    • NH
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
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    • TN
    • TX
    • VA
    • WA
    • WV
    • WY

    Rush has spent his entire 36+ year career with UBS and its predecessor firm, PaineWebber. He has built his business and team around the idea of putting the client's needs and goals first and foremost and functioning with the highest level of integrity. A former Certified Public Accountant (CPA), Rush's background has helped build long lasting client relationships through holistic wealth management advice, focused on delivering relevant, useful and intelligent solutions for his clients.

    Rush is 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.

     

     

    • 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, 2023, 2024The 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
    Financial planning
    Legacy planning
    Retirement planning
    Estate planning strategies
    Custom portfolios
    Asset allocation
    Retirement Plan consulting
    401(k) plan services
    100 Vision Drive
    Suite 300
    Jackson, MS 39211
  • William-Mosby-Profile-Photo

    William Mosby, CFP, CPM

    Vice President–Wealth Management

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

    As a CERTIFIED FINANCIAL PLANNER™ 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 investment 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 help build your goals-based risk-adjusted portfolio while seeking ways to help maximize after tax performance.

    He and his wife, Betsey, reside in Jackson with their two children, Pryor and Rush.  In his free time, he enjoys beautification projects within the city of Jackson, fishing and Ole Miss sports.

     

    • 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, 2023, 2024The 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
    Business succession
    Custom portfolios
    Asset allocation
    Retirement Plan consulting
    401(k) plan services
    Business owners
    Professionals
    Family Offices
    100 Vision Drive
    Suite 300
    Jackson, MS 39211
  • Harmon

    J. Harmon Bays

    Vice President–Wealth Management

    Financial Advisor

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

    Harmon has been advising wealthy families and institutions for more than three decades. He helps clients build and preserve wealth by coordinating their investment, family legacy planning and philanthropic goals.  Clients count on Harmon for his experience, trusted advice and high level of service. 

    In addition to his role as a financial advisor, Harmon has also held several leadership positions at three major Wall Street firms.  He served as Sales Manager at Legg Mason Wood Walker, as Assistant Branch Manager at Citi-Smith Barney and the last 14 years as Branch Manager at UBS.  He leverages that management background to successfully utilize UBS home office resources to deliver tailored solutions for clients. 

    Harmon is a native of Grenada, MS.  He lives in Flowood with his wife, Allyson, and their two children Benjamin and James.  He enjoys spending time with his family and attending Ole Miss athletic events.

      • University of Mississippi, BBA: 1993
        Cash management
        Financial planning
        Retirement planning
        Business succession
        Custom portfolios
        Asset allocation
        Multi-generational families
        Business owners
        100 Vision Drive
        Suite 300
        Jackson, MS 39211
      • Russell

        J. Russell Morrison, Sr. CSRIC, CFP

        Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • FL
        • GA
        • LA
        • MS
        • NC
        • NV
        • NY
        • TN
        • TX

        Russell Morrison has more than a decade of experience providing comprehensive wealth management services to multi-generational families with the understanding that the stewardship of family resources extends beyond the life of the wealth creators.

        As a Portfolio Manager he has developed proprietary investment strategies to help complement core portfolios. Russell’s experience allows him to help high net worth clients build a tailored portfolio allocation across different asset types with the goal of meeting clients’ long term goals and aspirations.

        Russell is active in the community with a focus on improving quality of life through the support of the arts, youth education/development, and hunger fighting nonprofit organizations. He lives in Madison with his wife Amber and their two boys.

         

          • Millsaps College (Else School of Management), M.B.A.
          • University of Virginia, B.A.
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered SRI Counselor℠
          Investing
          Custom portfolios
          Asset allocation
          Alternative investments
          Multi-generational families
          100 Vision Drive
          Suite 300
          Jackson, MS
        • Angela-Woodward-Profile-Photo

          Angela Woodward, ChFC

          Wealth Strategy Associate

          Chartered Financial Consultant

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          • FL
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          • MI
          • MS
          • NC
          • PA
          • TN
          • TX
          • UT
          • WY

          Angela is an integral part of Capitol Wealth Management, responsible for managing all team operations, client requests and account administration. As Relationship Manager, she focuses on all aspects of client relations, compliance polices and operation supervision.  Angela oversees the banking and lending transactions for the team. With over 23 years of experience with Capitol Wealth Management, Angela also assists in delivering customized service and solutions, always striving to exceed clients’ expectations. Angela earned the Chartered Financial Consultants (ChFC®) designation in 2009 and holds her Series 7, 31, 63 and 66 securities licenses and a Mississippi insurance license. 

          Angela and her husband, Kiley, reside in Brandon. In her free time, she enjoys boating in the summer, traveling and is an avid snow skier.

              • Chartered Financial Consultant
              Banking
              Lending services
              Cash management
              Securities-backed lending
              Education planning
              Retirement planning
              Women investors
              100 Vision Drive
              Suite 300
              Jackson, MS 39211
            • Brian-Wade-Watts-Profile-Photo

              Brian "Wade" Watts, CFP, AAMS

              Wealth Strategy Associate

              Accredited Asset Management Specialist

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              • CA
              • LA
              • ME
              • MS
              • NC
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              Wade is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Asset Management Specialist™.  He has worked in the financial services industry since 2004 and has been with UBS since 2010. As a Wealth Strategy Associate at Capitol Wealth Management, he is responsible for financial planning, portfolio management, and insurance solutions.  Wade enjoys working closely with clients to help them create a path to secure their financial future.

              Wade lives in Madison, with his wife, Sara, and two children. He enjoys watching his kids play sports, running and spending time outdoors. He is also an active member of Parkway Hills United Methodist Church.

               

                • Louisiana State University, B.S. Chemical Engineering
                • Accredited Asset Management Specialist
                • CERTIFIED FINANCIAL PLANNER™
                Financial planning
                Education planning
                Legacy planning
                Long-term care planning
                Retirement planning
                Estate planning strategies
                100 Vision Drive
                Suite 300
                Jackson, MS 39211
              • Jeannette-Shaw-Profile-Photo

                Jeannette Shaw

                Wealth Management Associate

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                • 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 handling general client interaction with the team. Jeannette graduated from the University of Phoenix with a degree in Business Administration. She currently holds the Series 7, 63 and 65 securities licenses and a Mississippi insurance licenses.

                Jeannette lives in Brandon and has one daughter and one grandchild. She enjoys traveling, spending time with family and taking her dog on long walks.

                  • University of Phoenix, Business Administration
                    Banking
                    Lending services
                    Cash management
                    Securities-backed lending
                    Education planning
                    Retirement planning
                    Women investors
                    100 Vision Drive
                    Suite 300
                    Jackson, MS 39211
                  • Danielle

                    Danielle Milam

                    Client Associate

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                    • MS

                    Danielle rejoined UBS and the Capitol Wealth Management team in December 2021. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. 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 holds the Series 7, 63  and 65 securities licenses.

                    Danielle lives in Flowood and has two children. She enjoys Pilates, visiting friends and family in her home State of Rhode island and traveling abroad.

                      • Mississippi College, Foreign Language
                        Banking
                        Lending services
                        Cash management
                        Securities-backed lending
                        100 Vision Drive
                        Suite 300
                        Jackson, MS 39211

                      A focus on personalized access and service

                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                      We’re committed to understanding what wealth means for you.

                      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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