Your life. Your wealth. Your future.

Pursue what matters most

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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.

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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.

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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
    • KY
    • 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, 2023, 2024The 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
        jason.schrimsher@ubs.com
        Jason Schrimsher
        116 Jefferson Street South,Huntsville,AL,35801
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        David Mann

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • IL
        • KY
        • MD
        • MI
        • MN
        • MO
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • TN
        • TX
        • VA
        • WA

              116 Jefferson Street South
              Suite 100
              Huntsville, AL 35801
              andrew.mann@ubs.com
              David Mann
              116 Jefferson Street South,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
                    leeann.cassingham@ubs.com
                    LeeAnn Cassingham
                    116 Jefferson Street South,Huntsville,AL,35801

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                  Global Wealth Report 2024

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                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

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