Your wealth. For generations.

Create your legacy for those who matter

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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.

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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.

  • John Lynn Profile Photo

    John Robert Lynn

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
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    • DE
    • FL
    • GA
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    • Barron's Top 1,000 Financial Advisors, 2009, 2010The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 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.

        6070 Poplar Avenue
        Triad Center III
        Memphis, TN 38119
        john.lynn@ubs.com
        John Robert Lynn
        6070 Poplar Avenue,Memphis,TN,38119
      • Grayson Lynn Profile Photo

        Grayson Miles Lynn

        Account Vice President

        Financial Advisor

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        • AL
        • AR
        • CA
        • CO
        • DE
        • FL
        • GA
        • IA
        • ID
        • LA
        • MA
        • MD
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        • NY
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              6070 Poplar Avenue
              Triad Center III
              Memphis, TN 38119
              grayson.lynn@ubs.com
              Grayson Miles Lynn
              6070 Poplar Avenue,Memphis,TN,38119
            • Cindy Martin Profile Photo

              Cynthia "Cindy" Martin

              Authorized Officer

              Wealth Management Associate

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              • AR
              • FL
              • MS
              • TN

                    6070 Poplar Avenue
                    Triad Center III
                    Memphis, TN 38119
                    cindy.martin@ubs.com
                    Cynthia "Cindy" Martin
                    6070 Poplar Avenue,Memphis,TN,38119
                  Three generations in apple orchard

                  Turn possibilities into a plan

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                  A leading global wealth manager

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                  ElectionWatch 2024

                  24 questions for the '24 US election

                  Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                  The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                  Download the report

                  A leader in wealth management

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                  $5.9+ trn

                  UBS Group invested assets
                  As of 06/30/2024

                  51 countries

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                  UBS is a leading and truly global wealth manager

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