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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.
Managing Director–Wealth Management
Kevin has been a Financial Advisor to his clients for over 20 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 two national non-profits and is actively involved with YoungLife. He is an avid snow skier and enjoys playing golf.
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
Managing Director–Wealth Management
Kevin has been a Financial Advisor to his clients for over 20 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 two national non-profits and is actively involved with YoungLife. He is an avid snow skier and enjoys playing golf.
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
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.
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$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
