Executive wealth management

Create your personal financial plan

Mountain climber

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.

We help executives treat their personal finances like a business-- a clear plan, professional oversight, and strategic decision-making tailored to their goals.

- 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

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • 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
    • TN
    • TX
    • VA
    • WA
    • WV

    Managing Director | Wealth Manager

    Falls Robinson is a Managing Director and Wealth Manager at UBS, where he partners with corporate executives and their families to take a business-minded approach to managing personal wealth. As a senior member of The GrandView Group, he specializes in guiding public company executives through the complexities of equity compensation, tax-efficient planning, and long-term financial strategy.

    With deep experience advising on concentrated stock positions, retirement transitions, and multi-generational planning, Falls helps simplify the financial lives of high-achieving professionals. His goal is to serve as a strategic partner so clients can focus on leading their businesses—and enjoying the rewards of their success.

    Falls is licensed to serve clients in numerous states across the country, reflecting the team’s national reach.

    Outside of work, Falls enjoys being on the water, spending time with his family, and working toward becoming a scratch golfer.

    • 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, 2024, 2025The 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

    Vice President–Wealth Management

    Financial Advisor

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

    Vice President | Financial Advisor

    Eustis Corrigan is a Vice President and Financial Advisor at UBS, where he helps corporate executives and their families manage their wealth with the same discipline they bring to running their companies. As a core member of The GrandView Group, he focuses on helping public company executives navigate stock-based compensation, mitigate tax exposure, and build long-term wealth strategies.

    Eustis has extensive experience advising clients on concentrated stock positions, liquidity planning, and transitions into retirement. His priority is to bring clarity and structure to clients’ financial lives, freeing them to focus on what matters most—both professionally and personally.

    He holds the Accredited Wealth Management Advisor (AWMA®) designation and earned a BBA in Managerial Finance from the University of Mississippi. Eustis is licensed in numerous states, serving a diverse and geographically broad client base.

    Outside of work, Eustis enjoys golf, reading, and spending time with his family. He’s also a proud competitor at the world-famous Memphis in May BBQ championship and plays a key mentoring role for the next generation of advisors on the GrandView team.

      • 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

        Registered Client Associate

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

        Registered Client Associate

        Sophia Tashie is a Registered Client Associate at UBS and an essential part of The GrandView Group’s client service team. She helps coordinate financial planning, investment allocation, and portfolio management—ensuring that every client experience is seamless, efficient, and personalized.

        With a proactive mindset and a sharp eye for detail, Sophia takes pride in anticipating needs and ensuring smooth execution across every stage of the client journey.

        She holds Series 7 and Series 66 licenses and earned a degree in Business Administration from the University of Memphis. Her diverse background and dedication make her a trusted resource for clients and advisors alike.

        Outside the office, Sophia enjoys cooking, traveling, and spending time with her husband, Graham, and their son, Wallis. A proud Memphis native with strong Greek roots, she loves local favorites like Ciao Bella, River Oaks, and City Silo.

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

              Molly Schubert

              Client Associate

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                • Client Service Associate
                • Exercise Lover and foodie
                • University of Memphis, BS

                      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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                        • Dedicated to exceptional client experience and process efficiency 
                        • Client Service Associate
                        • Mother and Memphis native 

                              6070 Poplar Avenue
                              Triad Center III
                              Memphis, TN 38119
                              kelly.chambers@ubs.com
                              Kelly Chambers
                              6070 Poplar Avenue,Memphis,TN,38119

                            Defining your priorities. Pursuing what matters.

                            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                            Approach your financial future with confidence

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                            Are you ready for anything?

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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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