Time to do great things

Start planning your future now

GG w/ Jonah

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.

  • Daniel

    Daniel Green, CEPA

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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

    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 between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • 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
  • N/A

    Nicholas Favaro

    Client Associate

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    • FL
    • TN

    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.

      • Transylvania University
        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
        Nicholas Favaro
        800 South Gay Street,Knoxville,TN,37929
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        Jonah Stooksbury

        Client Associate

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        • TN

        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.

          • 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

          A team approach

          Financial planning

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          Private business owners

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.8+ trn

          UBS Group invested assets
          As of 03/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager