Lasting relationships. For all that matters


We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Young family at the beach

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.

  • Matt Odom

    Matthew Odom, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WV

    Matt has over 20 years of experience helping financial services clients. Matt leads the financial planning process, and also serves as portfolio manager—overseeing the evaluation, monitoring and implementation of his client's investment models. Matt is a native of Richmond, Virginia and is a proud graduate of the University of North Carolina at Chapel Hill.

    Matt is a CERTIFIED FINANCIAL PLANNER™ and is Series 7, 66, and 31 licensed. He also maintains health, life, and variable annuity insurance licenses in multiple states.

    Matt takes great joy in helping clients face and overcome challenges in their personal, business and financial lives. He stays involved in the local community and enjoys participating in philanthropic roles such as Junior Achievement and the American Heart Association. Matt has also served in several leadership roles at his church.

    Matt and his wife Lane are the proud parents of two children, Emily and Andrew. They enjoy playing tennis, traveling, hiking, trying new restaurants, attending concerts, and watching UNC basketball and football.

    • Forbes Best-in-State Wealth Advisors, 2022, 2023The 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.

    • University of North Carolina at Chapel Hill
    • Senior Portfolio Manager
    Financial planning
    Education planning
    Long-term care planning
    Retirement planning
    Asset allocation
    Multi-generational families
    Custom portfolios
    Structured products
    800 South Gay Street
    Suite 2600
    Knoxville, TN 37929
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    Mary Adkins

    Team Administrator

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    • TN

    Mary is responsible for day-to-day operations and administration. This includes monitoring client and advisor requests to ensure that deadlines are met and associated documentation is complete. Mary also oversees the new client onboarding process and client education on banking and investment services and capabilities. Mary has been in the financial services industry since 1981 and has worked with Matt for over 17 years. She holds Series 7 and 63 licenses.

    Mary is passionate about ensuring that clients’ day-to-day financial lives run seamlessly so that they can pursue their goals with ease.

    Mary and her husband Gary have been married for more than 40 years. They have two daughters, Alli and Lindsay, and two grandsons, Greyson and Asher. In her free time, Mary enjoys spending time with her family, especially her grandchildren, playing games and vacationing on the beach in the Gulf of Mexico where she plans to retire.

          Lending services
          Cash management
          Securities-backed lending
          800 South Gay Street
          Suite 2600
          Knoxville, TN 37929
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          Mikayla Teal

          Client Associate

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          • TN

          Mikayla is responsible in assisting with daily operations and administration. This includes completing requests to ensure that deadlines are met and associated documentation is complete. Mikayla has worked in financial services since 2020. She holds Series 6 and 63 licenses.

          Mikayla is passionate about learning more about financial education so she can help clients gain a better understanding and assist in supporting clients and Matt. 

          Mikayla enjoys spending time with her family, traveling to new places, going to sporting events, and watching reality tv. She is a native to the East TN area.

            • Cleveland State Community College, Associate's: 2015 - 2017
            • University of Tennessee at Chattanooga, Bachelor's : 2017 - 2019
              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.

            Are markets going "Back to the Future"?

            Debt ceiling and inflation


            Exceptional financial strength and stability


            Modern Retirement Monthly

            3 strategies to improve your after-tax wealth potential

            Taxes can be a burden in retirement, but you have options to manage them. Read the latest Modern Retirement Monthly to learn how you can make the most of your retirement savings using strategies such as Roth conversions, life insurance and qualified charitable distributions.

            Backed by the strength of UBS

            A global leader in wealth management

            $3.9 trillion

            In invested assets globally 
            As of 12/31/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager