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.

    • 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
  • James-Austin

    James Allen Austin III, CFP

    Account Vice President

    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

        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Retirement Plans Specialist℠
        6100 Tower Circle
        Suite 100
        Franklin, TN 37067
      • John-Dunahoo

        John Timothy Dunahoo

        Client Associate

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • HI
        • IL
        • KS
        • KY
        • LA
        • MA
        • MD
        • MI
        • MO
        • MS
        • NC
        • NJ
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI

        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

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

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