Executive wealth management

Create your personal financial plan

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You're focused on helping your company's success. But what about your own financial success? We have the experience to guide and provide advice on complex equity award packages, executive banking and lending, benefit reviews, among other financial planning services. From executing stock options to selling shares within a corporate window to life beyond work, we strive to simplify the planning process while helping you gain the greatest long-term benefit from your success.

Our team is managing much more than our client's money, we're managing their life

- Falls Robinson

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.

  • Falls Robinson Profile Photo

    Falls Robinson

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • ND
    • NH
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Falls is the Senior Member of The GrandView Group with 17 years of experience providing wealth management advice and guidance to C-suite Executives, Business Owners and Entrepreneurs. He joined UBS in 2009 from Merrill Lynch. 

    As leader of the team, Falls is primarily responsible for overseeing client relationships and focuses on advising business owners and corporate executives in the areas of exit and succession planning, comprehensive financial planning, concentrated equity risk management, portfolio construction and oversight, trust and estate planning strategies, and creative lending solutions.

    When Falls is not busy raising a family with his wife, he enjoys being on the water and playing golf. 

     

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 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, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

    • The University of Tennessee, Knoxville, BA in Finance
    • Private Wealth Advisor
    • Portfolio Manager
    Securities-backed lending
    Legacy planning
    Retirement planning
    Asset allocation
    Alternative investments
    Equity plans
    Executive compensation
    Corporate executives
    6070 Poplar Avenue
    Triad Center III
    Memphis, TN 38119
    falls.robinson@ubs.com
    Falls Robinson
    6070 Poplar Avenue,Memphis,TN,38119
  • Eustis

    James "Eustis" Corrigan, III

    Account Vice President

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • ND
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Eustis is a Financial Advisor who specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, equity awards, lending, and portfolio recommendations. He is experienced with delivering in-depth financial planning to help clients achieve their long term goals. 

    Eustis began his career at First Horizon Advisors and moved to UBS in 2017 to join Falls' team. He also holds the Accredited Wealth Management Advisor designation.

    Eustis supports the Muscular Dystrophy Association and his alma mater The University of Mississippi. When he is not working he enjoys reading, grilling, and is an avid golfer. 

     

      • The University of Mississippi , BBA in Managerial Finance
        Financial planning
        Education planning
        Philanthropy
        Long-term care planning
        Investing
        Alternative investments
        Executive compensation
        Corporate executives
        6070 Poplar Avenue
        Triad Center III
        Memphis, TN 38119
        eustis.corrigan@ubs.com
        James "Eustis" Corrigan, III
        6070 Poplar Avenue,Memphis,TN,38119
      • Sophia

        Sophia Tashie

        Client Associate

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        • AR
        • FL
        • IL
        • MO
        • MS
        • TN
        • TX

         

        Sophia is a Registered Client Associate, dedicated to building and retaining positive client relationships. She is focused on cultivating close relationships with our clients to help them manage their day to day service needs. She also leads our Client Service Team, and is responsible for overseeing our other Client Associates to ensure we deliver the highest level of proactive service to our clients. 

        In her free time, Sophia enjoys travelling to see her family in Greece with husband Graham.

              6070 Poplar Avenue
              Triad Center III
              Memphis, TN 38119
              sophia.tashie@ubs.com
              Sophia Tashie
              6070 Poplar Avenue,Memphis,TN,38119
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              Molly Schubert

              Client Associate

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                Molly joined UBS as an intern, summer before her senior year. After graduation, she transitioned to Wealth Management as part of The GrandView Group.

                Her primary focus is serving client's specific needs with operational and administrative responsibilities. These include disbursements, tax reporting, and account maintenance.

                Molly is proud to be on a team that values communication and always has client's best interests in mind.

                      6070 Poplar Avenue
                      Triad Center III
                      Memphis, TN 38119
                      molly.schubert@ubs.com
                      Molly Schubert
                      6070 Poplar Avenue,Memphis,TN,38119
                    • Kelly Chambers Image

                      Kelly Chambers

                      Client Associate

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                              6070 Poplar Avenue
                              Triad Center III
                              Memphis, TN 38119
                              kelly.chambers@ubs.com
                              Kelly Chambers
                              6070 Poplar Avenue,Memphis,TN,38119
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                            Turn possibilities into a plan

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                            UBS Wealth Way

                            Wealth from your point of view

                            An approach that works for your entire financial life
                            Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

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                            Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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