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If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Mother child lying

Why work with The Green Group?

The Green Group works with a select group of clients and their families who aspire to achieve financial independence. Our team has developed and refined a process that enables us to identify the financial gaps that exist in the lives of our clients and any potential pitfalls that may stand in the way of reaching that independence.

Our team is different from other because our advice incorporates both BUSINESS and PERSONAL sides of a family’s life. This is often why founders, owner-operators, and leaders of growing businesses find immense value in our process and teams approach.

For more than 35 years, we have helped our clients grow their assets, optimize business value, mitigate the impact of taxes, manage liabilities and create estate planning strategies that preserve generational wealth.

  • Daniel

    Daniel Green, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WV

    As part of our group’s comprehensive financial advisory services, Daniel focuses on helping clients prepare for the transition of selling a business and provides advice on investments, retirement, and estate planning. Daniel is also a Certified Exit Planning Advisor (CEPA®) with the Exit Planning Institute.

    Daniel is passionate about guiding individuals, families, and entrepreneurs toward achieving and maintaining financial independence. Daniel is actively involved in many organizations within his local community and is most proud of his role on the Board of Directors at The Great Smoky Mountains Institute at Tremont.

    Daniel and his wife Sissy have six children, Henry, Archie, Walt, Bert, Dutch, and Duke. Daniel enjoys playing tennis, woodworking projects, coaching youth sports, and is a blackbelt in Isshin-ryu Karate. 

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The 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, 2021, 2022, 2023, 2024The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 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.

        Retirement planning
        Estate planning strategies
        Exit planning
        Custom portfolios
        Alternative investments
        Multi-generational families
        Entrepreneurs
        Corporate executives
        800 South Gay Street
        Suite 2600
        Knoxville, TN 37929
        daniel.green@ubs.com,thegreengroup@ubs.com,Nicholas.favaro@ubs.com,Jonah.stooksbury@ubs.com
        Daniel Green, CEPA
        800 South Gay Street,Knoxville,TN,37929
      • Nick

        Nicholas Favaro

        Wealth Strategy Associate

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        • FL
        • TN

        In the role of Wealth Strategy Associate, Nick will be utilizing all of the tools and resources at UBS to create personalized solutions to solve current client needs as well as needs that may arise in the future. Nick is a member of The Green Group’s investment committee and is responsible for the identification and implementation of portfolio changes for the team. Relying on his background in customer and financial services, Nick is able to strengthen client relationships and deliver tailored financial advice to our clients. Nick currently holds the Series 7, 63, and 65 licenses along with insurance licenses for life and health.

         

        Nick is a Knoxville native and a graduate of Transylvania University. During his time at Transylvania, Nick was a member of the Men’s Soccer Team and his passion for the game continues to this day. Outside of the office, Nick can be found playing soccer, hiking, fishing, or cheering on the Tennessee Volunteers.

              Banking
              Cash management
              Education planning
              Asset allocation
              401(k) plan services
              Impact investing
              Business owners
              800 South Gay Street
              Suite 2600
              Knoxville, TN 37929
              nicholas.favaro@ubs.com
              Nicholas Favaro
              800 South Gay Street,Knoxville,TN,37929
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              Jonah Stooksbury

              Client Associate

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              • TN

              As part of our team, Jonah is focused on helping ensure that we at The Green Group provide an excellent client experience. He is committed to lending a helping hand to our clients when needed and giving them back their most precious resource, time. Prior to joining our team, Jonah gained entrepreneurial experience through the creation and operation of a landscaping business as well as becoming a licensed Realtor, using those endeavors to provide for himself through high school and college. These experiences provide a unique sense of relatability for our business owner and young entrepreneurial clients, allowing him to provide an enhanced and credible level of service. Jonah has obtained his Series 7 and 66 licenses to be able to better serve our clients and allow us to focus on growth.

              Jonah is a lifelong Knoxville local who you are sure to see in Neyland Stadium cheering on his Volunteers. Jonah graduated from The University of Tennessee with a degree in Finance with a concentration in Entrepreneurship. Outside of the office, you can usually find him on the golf course playing a round with his friends or out on the lake fishing.

                    800 South Gay Street
                    Suite 2600
                    Knoxville, TN 37929
                    jonah.stooksbury@ubs.com
                    Jonah Stooksbury
                    800 South Gay Street,Knoxville,TN,37929
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                    Sissy Green

                    Client Associate

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                      Sissy is responsible for the development and implementation of the unique concierge service we provide at the Green Group. In addition, Sissy works closely with clients building relationships and walking them through any questions they may have. Every day, she strives to create an outstanding experience for our clients.

                      Sissy attended the University of Tennessee where she majored in Journalism and Electronic Media. After a few years of working in cable news in Manhattan, Sissy moved back to Knoxville where she had the gift of staying home to raise her 6 children. She is excited to begin a new venture with her husband, Daniel, helping to provide exceptional service to the business. 

                            800 South Gay Street
                            Suite 2600
                            Knoxville, TN 37929
                            sissy.green@ubs.com
                            Sissy Green
                            800 South Gay Street,Knoxville,TN,37929

                          Connectivity and Resources

                          We offer a disciplined client service model which includes regularly scheduled calls and meetings at an agreed upon frequency and access to us when a need arises.

                          The resources that our clients get plugged into often come from our teams Professional Resource Network. We take great pride in building, growing, and maintaining this elite group of specialized professionals. 

                          We help with the complex needs of successful professionals and business owners by providing specialized advice and guidance for those looking to grow, transition, or exit their business.

                          A team approach

                          A team approach

                          Financial planning

                          Financial planning

                          green-odom-2

                          Private business owners

                          Global Wealth Report 2024

                          Crafted wealth intelligence

                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

                          Download the report

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.8+ trn

                          UBS Group invested assets
                          As of 03/31/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager