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

    Branch Manager

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • 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.

          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
          • FL
          • GA
          • MD
          • MI
          • MN
          • NC
          • NY
          • OK
          • OR
          • TN
          • TX
          • VA
          • WA

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

                Senior Client 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

                    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