• AL
• AR
• AZ
• CA
• CO
• DC
• DE
• FL
• GA
• HI
• IA
• IN
• KY
• LA
• MA
• MI
• MN
• MO
• MS
• NC
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• TN
• TX
• UT
• VA

Primary Focus

– In-depth financial planning, emphasizing tax management

– Multigenerational family office expertise

– Serving in a comprehensive leadership role for the client family in regards to other professionals, such as CPAs, attorneys, & trust officers

Wealth management philosophy

Jana believes true wealth planning is a long-term relationship with client families, encompassing all aspects of life, both present & future. While her planning process is thorough & methodical, it also embraces the unique personality & concerns of each client. Addressing the obvious is merely scratching the surface of what ongoing planning can deliver. Uncovering that next layer of what is relevant to clients, & helping them achieve financial plans that support what gives them purpose is what Jana is passionate about.

Credentials and education

As founder of the team, Jana has spent her entire financial career as a financial planner to individuals & families. She earned her Certified Financial Planner™ (CFP®) designation in 1999. Jana studied at the University of Chicago Booth School of Business while earning her Certified Private Wealth Advisor® (CPWA®) & Certified Exit Planning Advisor designations, & also holds her CIMA®. She has built a reputation among peers as a highly experienced planner for high net worth families, offering her clients sincere, time-tested financial guidance. In 2016/2017, she served as Co-Chair of the Financial Advisor Advisory Council (FAAC), a group of 15 Financial Advisors throughout the U.S. Jana graduated Phi Beta Kappa as a Senior Scholar from the University of Arkansas in 1984.

Community involvement

Jana’s passion around aging issues led her to serve on the board of FiftyForward. She served as president of the FiftyForward Endowment as well as Breakfast Club of Nashville, & is the incoming President of the Estate Planning Council of Middle TN. She currently serves on the board of the West End Home Foundation. 

• Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior 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.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®
• Private Wealth Advisor

• AL
• AR
• AZ
• CA
• CO
• DC
• DE
• FL
• GA
• IN
• KY
• LA
• MA
• MI
• MN
• MO
• NC
• NJ
• NV
• NY
• OH
• OR
• RI
• SC
• TN
• TX
• VA

Primary Focus

– Multigenerational Estate Planning & Family Office Services

– Individual & Corporate Financial planning

– Investment & Tax Management

– Endowments, Foundations, & Non-profits

– Business development

Wealth management philosophy

Nick holds that truly successful wealth management can only be achieved though comprehensive financial planning relationships which seek to solve the complex estate, financial, risk, and tax challenges faced by our clients, their families, and their businesses. His collaborative and consultative process enables our team to determine the most appropriate strategy for each client's particular circumstances, and it culminates in the development and implementation of the ideal plan that best meets the needs and expectations of our clients.

Credentials and education

Nick is a Certified Financial PlannerTM (CFP®) and a licensed member of the Tennessee Bar. He specializes in estate and philanthropic planning, as well as educating and engaging future generations within client families. A Vanderbilt graduate and avid 'Dores fan, he has degrees in anthropology and political science and later received his Juris Doctor from the University of Memphis' Cecil C. Humphreys School of Law. Nick is one of a select number of UBS advisors across the firm who is authorized to work as an Endowment & Foundation Consultant.

Community involvement

Nick is active in a number of local non-profits; he is a graduate of the Young Leaders Council, volunteers for Junior Achievement and Habitat for Humanity, serves as chair of the Associate Board and is a member of the Board of Directors of The Nashville Symphony, and is an active member of the Estate Planning Council of Middle Tennessee and the Phoenix Club of Nashville.

He and his wife, Connie, live in Green Hills and outside of the office you can find them around town exploring Nashville's incredible food, music, and outdoor experiences.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AR
• AZ
• CT
• FL
• KY
• LA
• MA
• MN
• NV
• PA
• TN
• TX
• VT

Primary Focus

– Due diligence, research and analysis

– Developing and implementing asset allocation and investment plans

– Insurance case design, review and recommendation

– Technology troubleshooting for clients

Wealth management philosophy

Chris knows the best advice comes from an extremely deep dive into every aspect of a client’s financial plan. Careful analysis and attention to detail inform his every action, from asset allocation to portfolio analysis to life and long-term care insurance policy design. Examining the very minute details of the plan is a critical step in properly analyzing and creating an actionable path for the client. Chris measures his success by accurate and timely execution of the work he does.

Credentials and education

Chris harbors a lifelong love for analytics and strategy. While interning at UBS during college, he realized he had found his career path. Chris holds his Series 7 & 66 securities licenses as well as the Tennessee life, health and accident insurance license. Chris studied at The Wharton School of the University of Pennsylvania while earning his CIMA® designation.  After completing his educational coursework through Pepperdine University, Chris obtained his CERTIFIED FINANCIAL PLANNERTM certification, having since passed the examination and necessary requirements.  He believes that continuing to learn is the way to become even more relevant and valuable to our clients. Chris graduated from Belmont University with a Bachelor of Science in mathematics in 2008.

Community involvement

Chris serves as the Treasurer on the board of the FiftyForward Endowment, and is the past Chair of the Investment Committee.  He also serves on the Associate Board for the Gilda’s Club of Middle Tennessee.  He has served on the Belmont University Young Alumni Council and is a member of the Gallatin Masonic Lodge. He enjoys time with his family and raising money for children and families benefiting from St. Jude Children's Research Hospital.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AL
• AR
• AZ
• CA
• CO
• DE
• FL
• GA
• HI
• IA
• IN
• KY
• LA
• MA
• MI
• MN
• MO
• MS
• NC
• NH
• NJ
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• UT
• VA

Primary Focus

- Primary point of contact for client requests and services inquiries 

- Prompt and proactive client contact

- Facilitating private banking functions including lending capabilities 

Wealth Management Philosophy

Angelina prefers a holistic approach to financial planning and servicing clients. It is important to understand a person’s motives, beliefs and financial goals to best plan for their future. A person is not simply defined by numbers on a paper. She prides herself on her ability to build strong relationships with clients while delivering impeccable service.

Credentials and Education

Angelina has been in the financial industry since 2005 and currently holds her Series 7 and 66 licenses. She graduated from San Diego State University with a Bachelor of Science in Business Management in 2004. 

Community Involvement

Angelina participated in the Susan G Komen 3 Day walk in 2013 and 2014 to raise money for Breast Cancer Research in San Diego. She also assisted non-profit, Rebuilding Together and Houston Pets Alive, in Houston Texas after hurricane Harvey with clean up and displaced animals 2017. In recent years, Angelina has helped raise money for families in need through local charity events within her community.

• TN

Primary Focus

- Providing a high degree of client hospitality

- Serving as a main point of contact for any request

- Ensuring swift and timely delivery of all deliverables and requests

Wealth Management Philosophy

Paul understands that financial  success can be challenging for most people to define. Paul’s passion involves helping individuals define their goals and working with them to develop a plan(s) to streamline. He believes that every client situation is unique and partners with other members of his team to listen, define, and achieve financial health for our clients.

Credentials and Education

Prior joining our team, Paul was a founding member of Bernstein’s Nashville Private Wealth Management office. There he proactively worked directly with clients, created detailed and custom wealth forecasting analyses for every client situation, and served as team-lead. Paul graduated from the University of Kentucky in 2017 where he was a member of the Phi Deuteron chapter of Phi Sigma Kappa.

Community Involvement

Currently, Paul serves as a Big Brother Mentor for Big Brothers Big Sisters of Middle Tennessee.

• Portfolio Associate

• AK
• AL
• AZ
• CA
• CO
• DE
• FL
• GA
• HI
• IA
• IN
• KY
• LA
• MA
• MI
• MN
• MO
• MS
• MT
• NC
• NH
• NJ
• NM
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• WA

Primary Focus

- Providing superior client service and bespoke private banking

- Executing client requests quickly and efficiently

- Providing knowledge on processes and procedures

Wealth Management Philosophy

Olivia believes developing intentional relationships with clients is the foundation for creating financial plans unique to each individual. She strives to gain a better insight into clients’ personal perspectives and financial goals with every interaction. Olivia focuses on providing exemplary and personalized service for our clients.

Credentials and Education

Olivia joined the financial industry in 2020 where she continues to maintain her focus on client service. She holds her Series 7 and 66 licenses, as well as her Tennessee Life and Health Insurance license. Olivia attended Mississippi State University & graduated with a degree in Communication focused in Public Relations.

Community Involvement

Olivia has a passion for her community and serving those around her. She is a graduate of Young Leaders Council, served on the Young Professionals Board for Special Olympics TN, volunteered at the Vanderbilt Children’s Hospital, and is a member of the Junior League of Nashville.

Primary Focus

- Team Administration & Project Management

- Event Planning

- Marketing Material Design & Development

- Business Operations Management

Wealth Management Philosophy

Bryn believes that there is no better time than now to begin discussing one’s holistic financial picture and plan for the future. Her goal is to facilitate projects and internal organization such that the team can hone their focus on each client’s complex, unique situation. By streamlining day-to-day processes to be more efficient, she produces valuable outcomes that protect the clients’ time and enables colleagues to do their best work on behalf of the families we serve. Marketing and event organization also play a key role in showcasing the team’s capabilities to prospective clients who are seeking bespoke and comprehensive private wealth management services.

Credentials and Education

Bryn graduated from The State University of New York at Potsdam with a Bachelor of Science degree in Business Administration in 2019. She is working toward her Series 7 designation while learning more about the financial industry and also taking advantage of robust UBS thought leadership and intellectual capital to round out her knowledge base. Her diverse experience has allowed her develop a range of skills essential in the fast-paced world of financial services. Bryn also has experience with event planning, which she uses to help organize events to benefit clients and deliver the team’s experience and services to new audiences.

Community Involvement

In her free time, Bryn enjoys supporting and helping communities in need, and is especially interested in organizations dedicated to Alzheimer’s research and those afflicted by the disease, in dedication to her grandmother. In addition, Bryn enjoys volunteering at animal shelters.