Lasting relationships. For all that matters

Great Barrier Reef

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
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IN
    • KS
    • LA
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NM
    • NY
    • OH
    • OR
    • 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
      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, 2022The 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.

    • University of Mississippi, B.S. Accounting
    • Senior Portfolio Manager
    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
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IN
    • KS
    • LA
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NM
    • NY
    • OH
    • OR
    • 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. 

    • 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.

    • University of Mississippi, B.S.
    • University of Mississippi, M.S. Accounting, Taxation
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Portfolio Manager®
    • Portfolio Manager
    100 Vision Drive
    Suite 300
    Jackson, MS 39211
  • Angela-Woodward-Profile-Photo

    Angela Woodward, ChFC

    Wealth Strategy Associate

    Chartered Financial Consultant

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    • 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
        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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        • 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™
          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 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
              100 Vision Drive
              Suite 300
              Jackson, MS 39211
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              Danielle Milam

              Client Associate

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                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
                    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.

                  The Year Ahead - Sustainable Investing

                  Retirement planning

                  Retirement planning

                  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

                  Global leader

                  UBS is a world-leading wealth manager

                  More than 150 years

                  offering financial advice

                  Financial strength

                  Driving confidence.
                  Aa3 (stable) Moody’s
                  A+ (stable) Standard & Poor’s

                  UBS AG, long-term senior secured debt rating. As of 11/23/2021

                  Insights