Wealth advice for your life's goals

Lift ascending the mountains

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.

Three Business people

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

    Austin Greer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • 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-Austin

    James Allen Austin III, CFP

    Vice President–Wealth Management

    Financial Advisor

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    • 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-Dunahoo

      John Timothy Dunahoo

      Client Associate

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • 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

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