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
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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, 2022The 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
      • Grayson Lynn Profile Photo

        Grayson Miles Lynn

        Account Vice President

        Financial Advisor

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        • AL
        • AR
        • CA
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        • GA
        • IA
        • ID
        • LA
        • MA
        • MD
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              6070 Poplar Avenue
              Triad Center III
              Memphis, TN 38119
            • Cindy Martin Profile Photo

              Cynthia "Cindy" Martin

              Authorized Officer

              Senior Client Associate

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              • AR
              • MS
              • TN

                    6070 Poplar Avenue
                    Triad Center III
                    Memphis, TN 38119

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  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.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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