Your life. Your wealth. Your future.

Pursue what matters most

Person standing on mountaintop

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: 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.

Retired couple

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.

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    Jason Schrimsher

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • TN
    • TX
    • VA
    • WA
    • WI

    Jason's primary role is to custom-design investment plans for our clients and monitor the plan performance once in place. A Huntsville native, Jason is a graduate of UA Huntsville. In his free time, he's active with the Make-A-Wish Foundation, Leadership Huntsville, The United Way, and the CFP Continuing Education Program. Jason and his wife Greta live in Huntsville with their two children, Hannah and Jack.

    • Forbes Best-in-State Wealth Advisors, 2023The 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.

        116 Jefferson Street South
        Suite 100
        Huntsville, AL 35801
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        David Mann

        Financial Advisor

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

              116 Jefferson Street South
              Suite 100
              Huntsville, AL 35801
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              LeeAnn Cassingham

              Wealth Strategy Associate

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              • AL
              • AR
              • AZ
              • CA
              • CO
              • FL
              • GA
              • OR
              • TN
              • TX
              • UT
              • VA
              • WA

                    116 Jefferson Street South
                    Suite 100
                    Huntsville, AL 35801

                  Focus on liquidity management

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                  Tree

                  UBS and Credit Suisse—stronger than ever

                  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

                  $3.9 trillion

                  In invested assets globally 
                  As of 12/31/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager