Executive wealth solutions

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

Falls is a Private Wealth Advisor and Founder of The GrandView Group, a UBS Private Wealth Management team. Falls and his team focus on providing wealth management advice and guidance to Business Owners, and C-suite Executives. Within the exclusive Private Wealth Management division of UBS, The GrandView Group provides access to the full scope of the firm’s institutional, asset management and wealth management resources.

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, and creative lending solutions.

Falls was born and raised in Memphis and resides here with his family. Falls is a proud graduate of The University of Tennessee and in his limited free time, enjoys golfing and boating.   

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The 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, 2018, 2019, 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.

• The University of Tennessee, Knoxville, BA in Finance

• Private Wealth Advisor
• Portfolio Manager

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

Eustis began his Wealth Management career at First Tennessee in 2014 and joined Falls’ team in 2017. Today, as a lead Financial Advisor and AWMA credentialed partner with The GrandView Group, he continues to evolve his knowledge and skills, tailoring them to the sophisticated planning and investment needs of corporate executives. One of Eustis’ focuses is on strengthening current relationships through strategic wealth planning with the next generation in mind-his generation- which makes his insight especially real and relevant.

Eustis received his B.B.A in Managerial Finance from The University of Mississippi. He is also an Accredited Wealth Management Advisor.

Eustis grew up all over the Gulf South and currently resides in Memphis. Eustis’ personal interest include reading, BBQ, and is an avid golfer.

• The University of Mississippi , BBA in Managerial Finance

• AR
• MO
• MS
• TN

Sophia provides support for a wide range of capabilities and services, from client onboarding and reporting to cash management and trade execution. Working closely with the team’s diverse roster of clients, she taps into her passion for getting to know people and building meaningful relationships. She particularly enjoys seeing clients achieve greater financial confidence. She is also highly focused on educating the younger generations and helping ensure that they become responsible stewards of the family’s wealth.

As part of a young and dynamic team, Sophia relishes learning from the team’s principals, expanding her knowledge and experience. She constantly challenges herself to not only meet but exceed expectations, both internally and with clients.

Past experience

Sophia entered the financial services industry right after college. After gaining experience at Fidelity, Sophia joined The GrandView Group at UBS, where she continues to learn about all aspects of wealth management.

Education and credentials

– Series 7, 63 and 66 securities licenses

Life

Sophia, who was born and raised in Memphis, enjoys spending time with extended family and friends. Whether sharing a meal, traveling or enjoying the outdoors, she enjoys connecting with loved ones and exploring new places.