Executive wealth management

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

• AL
• AR
• CA
• CO
• DC
• FL
• GA
• ID
• 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

• 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.

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.