Senior Wealth Strategy Associate
Cassie has been in the financial services industry since 2010 and holds her Series 7, Series 66, as well as her Insurance License. Cassie is now a Senior Wealth Strategy Associate and had rejoined Kevin's team in July of 2018 as a Wealth Strategy Associate. Previously, she had worked alongside Kevin from 2011 until 2017 as a Registered Client Service Associate. Cassie earned her Bachelor of Science degree in Hospitality Management from the University of Mississippi.
Cassie currently resides in North Chattanooga with her husband Oby, and two young daughters, Campbell and Hadley.
Assistant Operations Manager
Ashley joined UBS in April of 2017. She is passionate about the financial industry and working with clients to address their unique needs. She works with Kevin to help clients achieve their financial goals and currently has her Series 7 and Series 66 licenses. Aside from her experience in the financial services industry she has worked in marketing and sales roles mostly recently joining UBS after managing a sales territory for a consumer packaged goods company. During college Ashley worked as a registered client associate for two other national broker dealers.
Ashley grew up in North Carolina and graduated magna cum laude from the University of Tennessee at Chattanooga with a degree in Business Administration (Finance). In college she was a member of Beta Gamma Sigma, an honor society representing the top 10% of her senior business class. Outside of UBS, Ashley enjoys taking fitness classes, traveling, and spending time with friends and family.