Financial planning tailored to your goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    John MacDonald

    First Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • MI
    • NC
    • NJ
    • NM
    • NY
    • SC
    • TN
    • TX
    • UT
    • VA

    John has over 15 years of experience in the financial services industry helping his clients address complex financial needs. A co-founder of MacDonald Nelson Wealth Management, John focuses on comprehensive financial planning to ensure his clients have the proper tools in place to meet their goals. John assists his clients with portfolio design as well as risk management and estate planning.

    John graduated Summa Cum Laude from the University of Tennessee with a degree in history and business. He is a CERTIFIED FINANCIAL PLANNER™, having obtained the designation through Emory University. John is also a Wealth Advisor, achieving the title through extensive training with UBS.

    John and his wife Elaine are parents to three children. Together they enjoy spending time outdoors and traveling. John is also actively involved in the Knoxville community, devoting time to numerous charities and non-profit organizations over the years.

      • University of Tennessee, Bachelor of Arts
      • CERTIFIED FINANCIAL PLANNER™
      • Wealth Advisor
      800 South Gay Street
      Suite 2600
      Knoxville, TN 37929
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      Jeremy Nelson

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • FL
      • GA
      • IN
      • NC
      • NJ
      • NM
      • OH
      • PA
      • SC
      • TN
      • TX
      • VA

      Jeremy has 11 years of experience providing consultative, comprehensive wealth management solutions to individuals, families, and businesses small and large. Through in-depth financial planning and open communication Jeremy helps clients assess their unique situations and how to use their wealth to realize their short-term and long-term goals.

      Active in his community, Jeremy has served on numerous boards of directors. He is currently board chair for Legacy Parks Foundation. Prior to that he served as President of the Bijou Theatre board of directors, two terms as Treasurer for Ijams Nature Center and two terms on the Knoxville Museum of Art board.

      Jeremy is a founding partner and owner of Three Rivers Angler, LLC a full-service fly-fishing outfitter and guide service in Knoxville established in 2011. When not assisting clients or fishing he can be found mountain biking Knoxville’s Urban Wilderness and spending time with his wife Libby and their three dogs.

        • University of Tennessee, Bachelor of Arts
        • University of Memphis, MBA, International Finance and German
          800 South Gay Street
          Suite 2600
          Knoxville, TN 37929
        • Debbie Webb

          Debbie Webb

          Senior Client Associate

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          • TN

          Debbie has over 35 years of experience in the financial services industry. Born in Ohio and raised in Tampa, Florida, Debbie eventually found her way to Tennessee in her early 20’s. After a few years in real estate property management, she found her true home in the financial services industry. She loves getting to know clients and taking care of them. Debbie gets things done behind the scenes, serving as team lead on administrative operations. Debbie resides in the Powell area near her wonderful son Nick and his wife, Kendal. Debbie loves spending time at the family farm, dancing at her Zumba classes, conversing with her mom and sister about The Voice, and putting her Italian heritage on display by making a mean homemade lasagna. She would do absolutely anything for her “granddogs”, Harper and Howie.

                800 South Gay Street
                Suite 2600
                Knoxville, TN 37929

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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              Investment management

              Advice. Beyond investing.

              Retirement planning

              Retirement 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