Wealth advice for your life's goals

Today’s retirement plan landscape is changing rapidly. As a plan sponsor, you may face daily challenges optimizing your plan, meeting your fiduciary and regulatory obligations, and educating your employees. We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity.

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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.

Austin Greer

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MO
- MS
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Austin has over 13 years of investment experience in the financial services industry and retirement plan industry. Austin holds the Chartered Retirement Planning Specialist designation where he is responsible for providing investment advisory, education, and planning services to his retirement plan clients and their employees. Austin has been appointed a Senior Retirement Plan Consultant granting him authority to act in a fiduciary capacity for his ERISA clients. This program is comprised of a subset of the firm's advisors who, because of their demonstrated experience and knowledge, are authorized to provide advisory services to defined contribution retirement plans. RPCS includes services that address three primary needs of defined contribution clients: provider search, investment consulting, and employee education consulting.

Austin is also certified as a Portfolio Manager in the UBS Portfolio Management Program (PMP), a personalized, discretionary investment management program. His role focuses on client wealth management, asset allocation and manager selection.

Austin earned a B.S. in Business at Middle Tennessee State University. He currently resides in Murfreesboro, TN with his family.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- Middle Tennessee State University, B.S. in Business
- Chartered Retirement Plans Specialist℠
- Portfolio Manager
- Senior Retirement Plan Consultant
6100 Tower Circle
Suite 100
Franklin, TN 37067

austin.greer@ubs.com

Austin Greer

6100 Tower Circle,Franklin,TN,37067
James Allen Austin III, CFP

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MO
- MS
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Plans Specialist℠
6100 Tower Circle
Suite 100
Franklin, TN 37067

james.austiniii@ubs.com

James Allen Austin III, CFP

6100 Tower Circle,Franklin,TN,37067
John Timothy Dunahoo

Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- MI
- MS
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
John is from the Southeast, growing up in Savannah, GA. John graduated from Middle Tennessee State University with a B.S. degree in Electronic Media Communication and began his work at UBS Financial Services in 2013. John's focus is toward research, asset allocation, operational strategy and service for retirement plan's. John holds his Series 7 and 66 (63/65 combination) licenses.

John lives in Murfreesboro, TN with his wife, Lauren. He is active member at City Church. Other passions include music, photography, and playing golf.
- Middle Tennessee State University, B.S. Degree in Electronic Media Communication
6100 Tower Circle
Suite 100
Franklin, TN 37067

john.dunahoo@ubs.com

John Timothy Dunahoo

6100 Tower Circle,Franklin,TN,37067

Austin Greer

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MO
- MS
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Austin has over 13 years of investment experience in the financial services industry and retirement plan industry. Austin holds the Chartered Retirement Planning Specialist designation where he is responsible for providing investment advisory, education, and planning services to his retirement plan clients and their employees. Austin has been appointed a Senior Retirement Plan Consultant granting him authority to act in a fiduciary capacity for his ERISA clients. This program is comprised of a subset of the firm's advisors who, because of their demonstrated experience and knowledge, are authorized to provide advisory services to defined contribution retirement plans. RPCS includes services that address three primary needs of defined contribution clients: provider search, investment consulting, and employee education consulting.

Austin is also certified as a Portfolio Manager in the UBS Portfolio Management Program (PMP), a personalized, discretionary investment management program. His role focuses on client wealth management, asset allocation and manager selection.

Austin earned a B.S. in Business at Middle Tennessee State University. He currently resides in Murfreesboro, TN with his family.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- Middle Tennessee State University, B.S. in Business
- Chartered Retirement Plans Specialist℠
- Portfolio Manager
- Senior Retirement Plan Consultant
6100 Tower Circle
Suite 100
Franklin, TN 37067

austin.greer@ubs.com

Austin Greer

6100 Tower Circle,Franklin,TN,37067
James Allen Austin III, CFP

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MO
- MS
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Plans Specialist℠
6100 Tower Circle
Suite 100
Franklin, TN 37067

james.austiniii@ubs.com

James Allen Austin III, CFP

6100 Tower Circle,Franklin,TN,37067
John Timothy Dunahoo

Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- MI
- MS
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
John is from the Southeast, growing up in Savannah, GA. John graduated from Middle Tennessee State University with a B.S. degree in Electronic Media Communication and began his work at UBS Financial Services in 2013. John's focus is toward research, asset allocation, operational strategy and service for retirement plan's. John holds his Series 7 and 66 (63/65 combination) licenses.

John lives in Murfreesboro, TN with his wife, Lauren. He is active member at City Church. Other passions include music, photography, and playing golf.
- Middle Tennessee State University, B.S. Degree in Electronic Media Communication
6100 Tower Circle
Suite 100
Franklin, TN 37067

john.dunahoo@ubs.com

John Timothy Dunahoo

6100 Tower Circle,Franklin,TN,37067

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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Wealth advice for your life's goals

Pursuing your goals together

Austin Greer

James Allen Austin III, CFP

John Timothy Dunahoo