Experience

Mark, a Senior Vice President in Wealth Management with UBS, began his career in 1984 with E.F. Hutton. With over 35 years of experience in the financial services industry, Mark focuses on a comprehensive wealth management strategy for affluent clients, families and institutions.

Mark obtained his Certified Financial Planner designation in 2009, in order to deepen his knowledge on trust services, tax and estate planning strategies, business succession planning and insurance needs. Mark is committed to understanding his client's financial goals, desires and greatest concerns while working together to develop a financial plan. 

Mark earned a B.S. in Finance from The University of Tennessee. He and his wife, Kim, are members of First Centenary United Methodist Church.

Meredith joined Mark and UBS in 2010. Currently in her role as a Financial Advisor, Meredith focuses on wholistic financial planning to address the needs and goals of clients, families and institutions. 

Meredith's primary responsibility is building, implementing, and amending customized wealth management strategies, including retirement, estate planning strategies and business succession planning. 

Meredith earned a Bachelor's degree in Finance from The University of Tennessee. She has attained her FINRA Series 7, and 66 securities licenses as well as her Health and Life Insurance Licenses. Meredith and her husband, Brian, live in North Chattanooga and stay very busy with their three boys.