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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
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
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.
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
