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The Green Group

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

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Why work with The Green Group?

The Green Group works with a select group of clients and their families who aspire to achieve financial independence. Our team has developed and refined a process that enables us to identify the financial gaps that exist in the lives of our clients and any potential pitfalls that may stand in the way of reaching that independence.

Our team is different from other because our advice incorporates both BUSINESS and PERSONAL sides of a family’s life. This is often why founders, owner-operators, and leaders of growing businesses find immense value in our process and teams approach.

For more than 35 years, we have helped our clients grow their assets, optimize business value, mitigate the impact of taxes, manage liabilities and create estate planning strategies that preserve generational wealth.

  • Daniel Green

    Daniel Green, CEPA

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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    • AL
    • AR
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA

    As part of our group’s comprehensive financial advisory services, Daniel focuses on helping clients prepare for the transition of selling a business and provides advice on investments, retirement, and estate planning. Daniel is also a Certified Exit Planning Advisor (CEPA®) with the Exit Planning Institute.

    Daniel is passionate about guiding individuals, families, and entrepreneurs toward achieving and maintaining financial independence. Daniel is actively involved in many organizations within his local community and is most proud of his role on the Board of Directors at The Great Smoky Mountains Institute at Tremont.

    Daniel and his wife Sissy have six children, Henry, Archie, Walt, Bert, Dutch, and Duke. Daniel enjoys playing tennis, woodworking projects, coaching youth sports, and is a blackbelt in Isshin-ryu Karate. 

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 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, 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, 2022, 2023, 2024, 2025The 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.
    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • University of Tennessee, Finance
    • Certified Exit Planning Advisor
    Banking
    Financial planning
    Estate planning strategies
    Exit planning
    Multi-generational families
    Entrepreneurs
    Corporate executives
    Business succession
    800 South Gay Street
    Suite 2600
    Knoxville, TN 37929
    daniel.green@ubs.com,Nicholas.favaro@ubs.com,thegreengroup@ubs.com,Jonah.stooksbury@ubs.com
    Daniel Green, CEPA
    800 South Gay Street,Knoxville,TN,37929
  • Nicholas Favaro

    Nick Favaro, CFP

    Wealth Strategy Associate

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    • FL
    • TN

    As a Wealth Strategy Associate with The Green Group at UBS, Nick Favaro works with successful families, entrepreneurs, and business leaders to help them navigate the complexities of wealth. He draws on the extensive resources of UBS and The Green Group’s disciplined planning process to deliver thoughtful, customized strategies that evolve with each client’s goals and life transitions.

     

    Nick serves on The Green Group’s investment committee, where he plays a key role in portfolio construction and ongoing strategy—ensuring client portfolios remain aligned with market dynamics, risk tolerance, and long-term objectives. His prior experience in both customer and financial services has honed his ability to communicate clearly, build trust, and support multigenerational relationships with care and precision.

     

    He holds the Series 7, 63, and 65 licenses, as well as life and health insurance licenses, which allow him to support clients with a wide range of wealth planning needs—from investment strategy and risk management to insurance solutions and legacy planning.

     

    A Knoxville native and graduate of Transylvania University, Nick was a collegiate soccer player whose discipline and competitive spirit continue to shape his approach to client service. Outside of the office, he enjoys playing soccer, hiking East Tennessee’s trails, fishing, and cheering on the Tennessee Volunteers.

      • Transylvania University
      • Certified Financial Planner
      Banking
      Cash management
      Education planning
      Asset allocation
      401(k) plan services
      Impact investing
      Business owners
      800 South Gay Street
      Suite 2600
      Knoxville, TN 37929
      nicholas.favaro@ubs.com
      Nick Favaro, CFP
      800 South Gay Street,Knoxville,TN,37929
    • Jonah Stooksbury

      Jonah Stooksbury

      Registered Client Associate

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      • TN

      As part of our team, Jonah is focused on helping ensure that we at The Green Group provide an excellent client experience. He is committed to lending a helping hand to our clients when needed and giving them back their most precious resource, time. Prior to joining our team, Jonah gained entrepreneurial experience through the creation and operation of a landscaping business as well as becoming a licensed Realtor, using those endeavors to provide for himself through high school and college. These experiences provide a unique sense of relatability for our business owner and young entrepreneurial clients, allowing him to provide an enhanced and credible level of service. Jonah has obtained his Series 7 and 66 licenses to be able to better serve our clients and allow us to focus on growth.

      Jonah is a lifelong Knoxville local who you are sure to see in Neyland Stadium cheering on his Volunteers. Jonah graduated from The University of Tennessee with a degree in Finance with a concentration in Entrepreneurship. Outside of the office, you can usually find him on the golf course playing a round with his friends or out on the lake fishing.

        • University of Tennessee, Finance
          Banking
          Cash management
          Education planning
          Professionals
          Investing
          Asset allocation
          Business owners
          Entrepreneurs
          800 South Gay Street
          Suite 2600
          Knoxville, TN 37929
          jonah.stooksbury@ubs.com
          Jonah Stooksbury
          800 South Gay Street,Knoxville,TN,37929
        • Tyler Pope

          Tyler Pope

          Registered Client Associate

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          • TN

          As part of our team, Tyler is focused on helping ensure that our clients receive a seamless, attentive service experience. He is committed to supporting our clients' lives by managing their day-to-day needs efficiently - allowing clients to focus on what matters most. Tyler brings a detail-oriented, service-driven approach to every interaction while maintaining high standards.

          Prior to joining the group, Tyler began his professional career at F&M Bank, where he developed a strong foundation in client service, attention to detail, and financial operations. He later served as our Office Administrator for the larger UBS Knoxville office, supporting multiple financial advisory teams and their clients. In that role, Tyler gained hands-on experience coordinating client service, managing operational processes, and serving as a key point of contact to help deliver a high standard of care in a fast-paced wealth management environment. He holds both the Series 7 and Series 66 licenses, enabling him to provide knowledgeable support and contribute to the team’s continued growth.

          Tyler is originally from Chattanooga, but Knoxville has already become his home. He graduated from Tennessee Technological University with a Bachelor of Business Administration, with a concentration in General Management. Outside of the office, he enjoys expanding his library with his wife Haley, staying up to date with anything Marvel or DC comics, and playing with his two dogs, Ace and Moose.

            • Tennessee Technological University
              800 South Gay Street
              Suite 2600
              Knoxville, TN 37929
              tyler.pope@ubs.com
              Tyler Pope
              800 South Gay Street,Knoxville,TN,37929

            Connectivity and Resources

            We offer a disciplined client service model which includes regularly scheduled calls and meetings at an agreed upon frequency and access to us when a need arises.

            The resources that our clients get plugged into often come from our teams Professional Resource Network. We take great pride in building, growing, and maintaining this elite group of specialized professionals. 

            We help with the complex needs of successful professionals and business owners by providing specialized advice and guidance for those looking to grow, transition, or exit their business.

            Building multicultural wealth, together

            Financial planning

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            Private business owners

            Texas

            Donor-advised funds

            Year-end charitable giving

            As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

            For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6.9 trn

            UBS Group invested assets
            As of 10/29/2025

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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