A plan for today, tomorrow and generations to come

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A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

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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.

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    Michael Matthews

    Senior Vice President–Wealth Management

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    • Barron's Top 1,200 Financial Advisors, 2018
      The 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.

      • Wealth Advisor
      6070 Poplar Avenue
      Triad Center III
      Memphis, TN 38119
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      Elliot Kiersky

      Senior Vice President–Wealth Management

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      • AL
      • AR
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          • Wealth Advisor
          6070 Poplar Avenue
          Triad Center III
          Memphis, TN 38119
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          Julie Winters

          Senior Wealth Strategy Associate

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          • 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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