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.

Start the conversation

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.

Stanton Jacobs

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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 Stanley. During 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, 2024
  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, 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.
- Penn State University, B.S. Mathematics
- Wharton School of Business, Senior Financial Advisor Program
107B West Tennesee Avenue
Oak Ridge, TN 37830
John Criner, CFP, AWMA

Senior Wealth Strategy Associate
View bio
- AL
- CA
- FL
- GA
- KY
- MS
- NC
- NY
- 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 Clowers

Team Administrator
View bio
- 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 Tracey

Client Associate
View bio
- 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 holds her Series 7 and 66 securities licenses. 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 Burrell

Client Associate
View bio
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
Donna Eason

Client Associate
View bio
Donna joined UBS in 2023 as a Client Associate after transitioning from a career in marketing and business development. Originally from central New York, she has called Tennessee home for over forty years. She graduated from the University of Tennessee – Knoxville with a BA in Liberal Arts.

She has focused her life on building relationships and connecting people to each other. She is a servant leader that is self-directed, innovative, and encouraging to others.

She and her husband, and their blended family, reside on the family farm in Blount County. She enjoys traveling, cooking, gardening, and spending time with family and friends.
- University of Tennessee - Knoxville, BA Liberal Arts
107B West Tennesee Avenue
Oak Ridge, TN 37830

Stanton Jacobs

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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 Stanley. During 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, 2024
  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, 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.
- Penn State University, B.S. Mathematics
- Wharton School of Business, Senior Financial Advisor Program
107B West Tennesee Avenue
Oak Ridge, TN 37830
John Criner, CFP, AWMA

Senior Wealth Strategy Associate
View bio
- AL
- CA
- FL
- GA
- KY
- MS
- NC
- NY
- 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 Clowers

Team Administrator
View bio
- 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 Tracey

Client Associate
View bio
- 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 holds her Series 7 and 66 securities licenses. 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 Burrell

Client Associate
View bio
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
Donna Eason

Client Associate
View bio
Donna joined UBS in 2023 as a Client Associate after transitioning from a career in marketing and business development. Originally from central New York, she has called Tennessee home for over forty years. She graduated from the University of Tennessee – Knoxville with a BA in Liberal Arts.

She has focused her life on building relationships and connecting people to each other. She is a servant leader that is self-directed, innovative, and encouraging to others.

She and her husband, and their blended family, reside on the family farm in Blount County. She enjoys traveling, cooking, gardening, and spending time with family and friends.
- University of Tennessee - Knoxville, BA Liberal Arts
107B West Tennesee Avenue
Oak Ridge, TN 37830

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

ElectionWatch: The race, world, and investments

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Estate planning strategies

A way forward

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.}

Why does A.I. in space matter?

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Let's move forward. Together.

Pursuing your goals together

Stanton Jacobs

John Criner, CFP, AWMA

Cindy Clowers

Katherine Tracey

Cody Burrell

Donna Eason