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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Rosemary-Gilliam

    Rosemary Gilliam

    Vice President–Wealth Management

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    • AL
    • CO
    • FL
    • GA
    • MI
    • NC
    • NY
    • PA
    • SC
    • TN
    • TX
    • VA
    Rosemary’s career in Knoxville includes Park National Bank where she established the first Private Banking in the area. She was with Merrill Lynch over 20 years as Vice President before joining UBS as Vice President- Investments. She is a graduate of UT. While raising a family of 2 children, she was also Past President of several organizations. She is currently a member of Leadership Knoxville, Board of Clarence Brown Theatre and President Elect of KMA Guild, and Elder in her Church.

      • UT
        800 South Gay Street
        Suite 2600
        Knoxville, TN 37929
      • Lee-Montgomery

        Lee Montgomery

        Vice President–Wealth Management

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        • AL
        • CO
        • FL
        • GA
        • MI
        • NC
        • NY
        • PA
        • SC
        • TN
        • TX
        • VA
        Lee is a Vice President of Investments and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with UBS. He is a 30 year veteran in Financial Services and joined UBS in 2009. Lee focuses on financial planning, retirement income planning, estate planning, and portfolio management. Originally from California, Lee has lived in Knoxville since 1971. He is a graduate of the University of Tennessee with a degree in accounting. He is a past president of the Sertoma Center and My Life Foundation and remains on both boards. Lee and his wife have three children and are active members of their Church.

          • University of Tennessee, Accounting
          • CERTIFIED FINANCIAL PLANNER™
          800 South Gay Street
          Suite 2600
          Knoxville, TN 37929

        The circular economy: What is it?

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

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        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

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