Let's move forward. Together.

Jacobs Wealth Management Team Photo 2022

Your success is a clear reflection of everything you have worked so hard to achieve. We will work just as hard to preserve it.

Our wealth management approach starts with listening. Through a series of meaningful conversations, we get to know where things stand today and your vision for the future. Then we work with you to create a comprehensive plan that looks at all sides of your financial picture ensuring that what you have built endures.

With our deep roots in the community, we understand the opportunities and challenges our local clients face every day. At the same time, we offer extensive industry experience and access to the global resources of UBS, one of the largest wealth managers in the world. We strive to be a team you can count on to guide your financial decisions for years to come.

We respect the intelligence our clients bring to the table. We apply our knowledge & expertise toward helping them meet their financial goals.

- Stan Jacobs

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.

  • Stan 2022

    Stanton Jacobs

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    California Insurance License #0M27434.

    Stan enjoys developing close relationships with his clients and assisting them to achieve their goals and dreams, primarily focusing on pre- and post-retirement planning. He values the trust that his clients place in him above all else. Stan currently works in the Oak Ridge, TN office but maintains a presence in the Knoxville, TN office as well.

    Stan is a Managing Director of Wealth Management and joined UBS in 2009.  Originally from Pennsylvania, he received his Bachelor of Science in Mathematics from Penn State University in 1989. In 1991, he relocated to Knoxville where he began his career as a financial advisor at Dean Witter, which is now Morgan StanleyDuring his tenure, he became a Senior Vice President as well as a Wealth Advisor and completed the Wharton School of Business—Senior Financial Advisor Program in 1999.  Stan holds his Series 7, 63, and 65 securities licenses as well as his life, variable, and health insurance licenses. Stan and his wife Jackie, who teaches at the University of Tennessee, have been married since 1993 and have three sons and two daughter-in-laws: Ryan, Connor and his wife Abby, Kyle and his wife Monica. 

    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 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.

    • Penn State University, B.S. Mathematics
    • Wharton School of Business, Senior Financial Advisor Program
      107B West Tennesee Avenue
      Oak Ridge, TN 37830
    • John 2022

      John Criner, CFP, AWMA

      Senior Wealth Strategy Associate

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      • CA
      • FL
      • GA
      • KY
      • NC
      • SC
      • TN
      • WV

      John enjoys giving advice that is all about you and what you need. He believes that the foundation of any great financial relationship is built through a plan that is developed together with the client. Through identifying your personal goals for every part of your life, at every stage of your life, John develops a strategy for managing your wealth that aligns with your personal goals and aspirations. His work primarily focuses on pre- and post-retirement planning that includes investment and income strategies, insurance planning, and banking solutions.

      John is a Senior Wealth Strategy Associate. John joined UBS in 2017 as a Wealth Planning Associate. John is a Certified Financial Planner (CFP®) and an Accredited Wealth Management Advisor (AWMA®). He received his Bachelor of Science in Finance from the University of Tennessee in 2012. Following his undergraduate education, John joined Merrill Lynch as a financial analyst. After a year, he decided that it was time to expand his education and returned to the University of Tennessee. In 2017, he graduated from the University of Tennessee with a dual degree receiving his Juris Doctorate and a Masters of Business Administration. John lives near downtown Knoxville in the Sequoyah Hills neighborhood.

        • University of Tennessee, J.D.
        • University of Tennessee, M.B.A.
        • Accredited Wealth Management Advisor℠
        • CERTIFIED FINANCIAL PLANNER™
        107B West Tennesee Avenue
        Oak Ridge, TN 37830
      • Cindy 2022

        Cindy Clowers

        Team Administrator

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        • AZ
        • CA
        • DC
        • FL
        • GA
        • IL
        • MA
        • NC
        • NJ
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI

        Cindy joined UBS in 2009 and has 35 years experience in the financial services industry and has been Stan's assistant for 28 years. She graduated from the University of Tennessee with a Bachelors degree in Liberal Arts. She began her career at ORNL Federal Credit Union and has also worked for Morgan Stanley as Operations Manager and Senior Registered Client Service Associate. Cindy is a board member for CedarBrook Outreach, a ministry to at-risk children and their families as well as a member of the board of her neighborhood's  Homeowner's Association. Cindy holds her Series 7 and 63 securities licenses. A lifelong resident of Knoxville, Cindy enjoys spending time with her family and is an active member of her church.

          • University of Tennessee, Liberal Arts
            107B West Tennesee Avenue
            Oak Ridge, TN 37830
          • Katherine 2022

            Katherine Tracey

            Client Associate

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            • TN

            Katherine joined UBS in 2020 after transitioning from a background in healthcare. She graduated from Carson Newman in 2011 with a Bachelor’s degree in Psychology and University of Tennessee Knoxville in2014 with a Master’s degree in Mental Health Counseling. Over her time and experience in various sectors of healthcare, Katherine began to grow interest in helping clients understand their financial health and how this can impact their overall wellness. She is currently studying for the Series 7 license. Katherine is originally from Charlotte, NC but relocated to Knoxville in 2010. She and her husband Sean currently live in the Karns community and welcomed their son, Cameron, in October of 2021. She enjoys traveling, yoga, reading, and spending time with her family and friends.

              • Carson Newman, Bachelor’s in Psychology
              • University of Tennessee, Master’s degree in Mental Health Counseling
                107B West Tennesee Avenue
                Oak Ridge, TN 37830
              • Cody 2022

                Cody Burrell

                Client Associate

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                  Cody joined UBS in 2022 with a background in education as a former math teacher. He graduated from East Tennessee State University with a Bachelor’s degree in Marketing Management (2014) and a Master’s degree in Teaching (2017). Given his background in teaching, Cody loves helping others by providing them the opportunity to constantly learn and grow. He also loves building relationships and making strong connections with everyone he comes in contact with—including the many UBS clients he provides assistance for to best benefit their financial needs. He is currently studying for the Series 7 and 66 licenses to continue his personal growth at UBS Financial.

                   

                  Cody and his wife, Kaitlin, relocated to Knoxville from Cleveland, TN in 2021. They currently live in the Rocky Hill community with their two dogs. They both enjoy golf, TV shows, traveling, going to football games, and spending weekends out on the lake with friends.

                    • East Tennessee State University , Bachelor's in Marketing Management
                    • East Tennessee State University , Master's in Teaching
                      107B West Tennesee Avenue
                      Oak Ridge, TN 37830
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