Executive wealth solutions

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You're an executive juggling multiple priories to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success and inform your financial decision-making today, tomorrow and for future generations.

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 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 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 between June and September 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
    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 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
        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 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.

         

              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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            Making sense of significant wealth

            We can help you plan for it.

            When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

            We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

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