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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Kevin has been a Financial Advisor to his clients for 19 years by understanding their needs and goals, and offering advice in complex, uncertain times. He is one of a select group of UBS financial advisors who have earned the "Wealth Advisor" designation, which ranks him among the top advisors in the firm. Born in Alabama, Kevin earned a BS in Business Administration (Accounting) at Auburn University.
Kevin attained the Certified Public Accountant designation while working in public accounting after graduating from college. He worked for both a national accounting firm and regional accounting firm working in the disciplines of audit and tax.
Kevin also obtained the Certified Financial Planner designation and has provided financial planning services to executives and a select group of business owners. Outside of UBS, Kevin is a member of numerous associations, including: AICPA, TSCPA, the Chattanooga Estate Planning Council, and the CFA Society. He serves on the board of FACES and is actively involved with YoungLife. Kevin also enjoys coaching youth sports. He is an avid snow skier and enjoys playing golf.
Kevin lives on Signal Mountain with his wife Martha and four children, Caroline, Lauren, Matthew and Kate.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Kevin has been a Financial Advisor to his clients for 19 years by understanding their needs and goals, and offering advice in complex, uncertain times. He is one of a select group of UBS financial advisors who have earned the "Wealth Advisor" designation, which ranks him among the top advisors in the firm. Born in Alabama, Kevin earned a BS in Business Administration (Accounting) at Auburn University.
Kevin attained the Certified Public Accountant designation while working in public accounting after graduating from college. He worked for both a national accounting firm and regional accounting firm working in the disciplines of audit and tax.
Kevin also obtained the Certified Financial Planner designation and has provided financial planning services to executives and a select group of business owners. Outside of UBS, Kevin is a member of numerous associations, including: AICPA, TSCPA, the Chattanooga Estate Planning Council, and the CFA Society. He serves on the board of FACES and is actively involved with YoungLife. Kevin also enjoys coaching youth sports. He is an avid snow skier and enjoys playing golf.
Kevin lives on Signal Mountain with his wife Martha and four children, Caroline, Lauren, Matthew and Kate.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
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.
$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
