Guiding endowments and foundations forward

Hollis-Anderson-Institutional-Consulting-Group

As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.

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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.

  • Charles-Hollis

    Charles "Chappy" Hollis, CIMA

    Senior Vice President–Wealth Management

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

    Chappy has 30 years of experience providing wealth management advice to high net worth clients and for the past 18 years, he has delivered consulting services to Nonprofit and Corporate relationships. His areas of focus have centered around corporate defined contribution plans as well as endowments and foundations.

    Chappy received his B.A. in Political Science in 1980 from the University of the South (Sewanee). He has earned the Certified Investment Management Analyst ® (CIMA®) designation from the Investments and Wealth Institute (formerly Investment Management Consultants Association) and Wharton School of Business. Additionally, he holds the series 31, 7, and 66 securities licenses. Chappy is a strong advocate for adoption and special needs children and currently resides in Franklin, TN.

      • University of the South (Sewanee), B.A. in Political Science
      • Certified Investment Management Analyst®
      6100 Tower Circle
      Suite 100
      Franklin, TN 37067
    • Stewart-Anderson

      Stewart Anderson

      First Vice President–Wealth Management

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

      Stewart has over 15 years of experience in financial services. He joined UBS in 2008, after 9 years at Merrill Lynch. He works closely with clients to focus on planning, portfolio construction and performance measurement. Stewart has a BS from the U.S. Air Force Academy in 1992 and earned an MBA from the University of La Verne, Ca in 1997. He has the Certified Investment Management Analyst ® (CIMA®) designation from the Investments and Wealth Institute (formerly Investment Management Consultants Association) and Wharton School of Business and the CFP designation from the CFP Board of Standards. Stewart resides in Franklin, TN with his wife, Teri, and their two children.

        • U.S. Air Force Academy, BS
        • University of La Verne, CA, MBA
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        6100 Tower Circle
        Suite 100
        Franklin, TN 37067
      • William-Rotert

        William Rotert IV

        Authorized Officer

        Senior Client Associate

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

        William joined UBS in 2014 working as an analyst in the Private Bank before joining the Hollis Anderson Group in 2018. He graduated from The University of Alabama with a degree in Commerce and Business Administration. Additionally, he holds the series 7 and 66 securities licenses. He was born and raised in Nashville, Tennessee and still resides in Nashville.

          • The University of Alabama, Commerce and Business Administration
            6100 Tower Circle
            Suite 100
            Franklin, TN 37067
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            Hannah Nicole Myers

            Financial Advisor

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              Hannah is a currently attending Belmont University pursuing a B.B.A. in  Management. She is from St.Paul, Minnesota. She joined the team summer of 2019.

                    11325 North Community
                    House Road, Suite 600
                    Charlotte, NC 28277

                  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.

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                  As of 06/30/2022

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