$5+ trillion
In invested assets globally
As of 11/07/2023
Start planning your future now
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.
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.
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.
As a Registered Client Service Associate, Nick will be the first point of contact for many of our clients. This includes communicating with clients about their accounts and financial plans as well as our group’s financial services. Nick is committed to ensuring that all client needs are met and questions are answered and he leverages his past experience in customer and financial services to strengthen client relationships and help our clients achieve their financial goals. Nick has passed the SIE (Securities Industry Essentials®) Exam and holds Series 7 and 63 licenses. He also holds his insurance license for life and health.
Nick is a Knoxville native and a graduate of Transylvania University. During his time at Transylvania, Nick was a member of the Men’s Soccer Team and his passion for the game continues to this day. Outside of the office, Nick can be found playing soccer, hiking, fishing, or cheering on the Tennessee Volunteers.
As part of our client service team, Jonah is focused on helping insure that her at The Green Group we provide an excellent client experience. Jonah is committed to delivering a helping hand when needed and giving our clients back their most precious resource, time.
Jonah is in the process of obtaining 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 resident who you are sure to see in Neyland Stadium cheering on his Volunteers. Jonah recently graduated from The University of Tennessee with a degree in Finance. 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.
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.
As a Registered Client Service Associate, Nick will be the first point of contact for many of our clients. This includes communicating with clients about their accounts and financial plans as well as our group’s financial services. Nick is committed to ensuring that all client needs are met and questions are answered and he leverages his past experience in customer and financial services to strengthen client relationships and help our clients achieve their financial goals. Nick has passed the SIE (Securities Industry Essentials®) Exam and holds Series 7 and 63 licenses. He also holds his insurance license for life and health.
Nick is a Knoxville native and a graduate of Transylvania University. During his time at Transylvania, Nick was a member of the Men’s Soccer Team and his passion for the game continues to this day. Outside of the office, Nick can be found playing soccer, hiking, fishing, or cheering on the Tennessee Volunteers.
As part of our client service team, Jonah is focused on helping insure that her at The Green Group we provide an excellent client experience. Jonah is committed to delivering a helping hand when needed and giving our clients back their most precious resource, time.
Jonah is in the process of obtaining 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 resident who you are sure to see in Neyland Stadium cheering on his Volunteers. Jonah recently graduated from The University of Tennessee with a degree in Finance. 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Each member of our team has a specific role and responsibility. Beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges.
Whether you are navigating your family's milestones, managing a life transition or planning your legacy, we offer guidance that grows with your needs.
The first step in our ongoing conversation is designed to help structure your wealth according to your needs, goals and circumstances. We perform a highly customized and flexible analysis to provide a detailed overview of your situation as well as identify potential planning issues and strategic opportunities.
We can assist in all areas of wealth management, including:
We help entrepreneurs and business owners understand and align the financial, business and personal opportunities of transitioning their enterprise.
If you’re considering an exit from your business—whether it’s a transition to the next generation or an outright sale to a third party—the time to start planning is now.
Throughout our experience, we have helped business owners make predictable and profitable decisions by focusing on three critical areas:
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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