Hollis Advisory & Consulting Group
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Experience

Makes all the difference

Chappy Hollis

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • KY
  • LA
  • MD
  • NC
  • NE
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • VA
  • WA

Chappy Hollis

6100 Tower Circle
Suite 100
Franklin, TN 37067

Email Me

Chappy Hollis

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • KY
  • LA
  • MD
  • NC
  • NE
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • VA
  • WA
6100 Tower Circle
Suite 100
Franklin, TN 37067

Email Me

chappy.hollis@ubs.com
Chappy Hollis
6100 Tower Circle,Franklin,TN,37067

Aaron Fuller

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • ID
  • IN
  • KY
  • LA
  • MS
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • VA
  • WA
  • WI
  • WY

Aaron Fuller

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2025The 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.

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. 

Aaron Fuller

3102 West End Avenue
Suite 500
Nashville, TN 37203

Email Me

Aaron Fuller

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • ID
  • IN
  • KY
  • LA
  • MS
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2025The 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.

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. 

3102 West End Avenue
Suite 500
Nashville, TN 37203

Email Me

aaron.fuller@ubs.com
Aaron Fuller
3102 West End Avenue,Nashville,TN,37203

Caleb Hollis

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • KY
  • LA
  • MD
  • NC
  • NY
  • OH
  • PA
  • SC
  • TN
  • VA
  • WA

Caleb Hollis

6100 Tower Circle
Suite 100
Franklin, TN 37067

Email Me

Caleb Hollis

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • KY
  • LA
  • MD
  • NC
  • NY
  • OH
  • PA
  • SC
  • TN
  • VA
  • WA
6100 Tower Circle
Suite 100
Franklin, TN 37067

Email Me

caleb.hollis@ubs.com
Caleb Hollis
6100 Tower Circle,Franklin,TN,37067

William Rotert

Authorized Officer

Senior Client Associate

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • LA
  • MD
  • NC
  • NE
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • VA
  • WA

William Rotert

Credentials

  • CERTIFIED FINANCIAL PLANNER®

William Rotert

6100 Tower Circle
Suite 100
Franklin, TN 37067

Email Me

William Rotert

Authorized Officer

Senior Client Associate

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • LA
  • MD
  • NC
  • NE
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • VA
  • WA

Credentials

  • CERTIFIED FINANCIAL PLANNER®
6100 Tower Circle
Suite 100
Franklin, TN 37067

Email Me

william.rotert@ubs.com
William Rotert
6100 Tower Circle,Franklin,TN,37067

Barbara Grimes

Authorized Officer

Wealth Management Associate

Registered States:
  • AL
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KY
  • MI
  • MO
  • MS
  • NC
  • SC
  • TN
  • TX
  • VA

Barbara Grimes

6100 Tower Circle
Suite 100
Franklin, TN 37067

Email Me

Barbara Grimes

Authorized Officer

Wealth Management Associate

Registered States:
  • AL
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KY
  • MI
  • MO
  • MS
  • NC
  • SC
  • TN
  • TX
  • VA
6100 Tower Circle
Suite 100
Franklin, TN 37067

Email Me

b.grimes@ubs.com
Barbara Grimes
6100 Tower Circle,Franklin,TN,37067

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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