A plan for today, tomorrow and generations to come

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.

We're ready to listen.

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UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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Goals-based planning

Your lifelong financial plan. UBS Wealth Way

When it comes to achieving your goals, our strategic approach can help you pursue what matters most—for today, tomorrow and for generations to come. Through deeper conversations, including five simple questions, we clarify what you’d like to accomplish and map out solutions for every phase of your life.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

Long-term care planning

Ryan McCann

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- FL
- IL
- IN
- KY
- MD
- MN
- MO
- NC
- OH
- SC
- TN
- TX
- WA
Ryan is a financial advisor who works with individuals and business owners to manage their multi-faceted financial affairs. After more than 20 years of working with clients to achieve their goals, he recognizes that clients deserve a well thought out plan prior to making an investment recommendation. Planning may encompass retirement, education, estate and wealth transfer, liability, insurance and long-term care. Ryan is devoted to building a lifelong relationship with his clients and helping them through every phase of life.

Ryan was born and raised in Northeast Ohio. He attended the University of Louisville on a golf scholarship. Upon graduation, Ryan worked in the telecommunications sales and medical sales fields for 8 years. He started his financial services career in 2000 as an advisor with Smith Barney in Louisville. In 2009 Ryan moved to UBS. Ryan was manager of the downtown Louisville, KY branch for 2 years and then moved to Franklin, TN to open and manage a new UBS branch. He is licensed with series 7, 63 and 65 as well as insurance. Also series 9 and 10 for branch management and supervision.

Ryan and his wife, Sarah have triplets: Elizabeth, Charlie and Jack. His interest and hobbies include coaching youth sports, golf, supporting activities such as church mission trips, mentoring military personnel as they move back to the private sector and many other UBS branch charitable or season of service events.

Leadership Council 2018, 2019, 2020, 2021

Directors' Council 2016, 2017, 2018, 2019, 2020, 2021

Financial Planning Specialist - Smith Barney, 2006 - 2008
- University of Louisville, BA in Business Marketing
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Legacy planning

Custom portfolios

Impact investing

Multi-generational families

6100 Tower Circle
Suite 100
Franklin, TN 37067
Barbara Grimes

Wealth Management Associate
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- MO
- MS
- NC
- NY
- SC
- TN
- TX
- VA
Barbara is originally from Indiana, but upon receiving a full music scholarship, moved to Memphis where she graduated from Memphis State University. Her initial position in the financial industry was as a retirement specialist at J.C. Bradford's home office in Nashville, Tennessee. After initially focusing on plan administration for corporate qualified retirement plans, Barbara eventually moved to marketing retirement plans to financial advisors. After four years, she left the home office for a position in a branch office. It was here that she discovered her true passion was to work directly with clients, becoming more involved on a personal level and to assist them in every aspect of their financial life.

Barbara is licensed with series 7, 63, 65, as well as the Certified Retirement Planning Counselor designation. She also spent 16 years as a coach for others in her position and was one among the first group at UBS to earn the designation of Wealth Management Associate; all in an attempt to better serve clients. After 12 years with J.C. Bradford & Co and a 10 year period with Merrill Lynch, she moved to UBS Financial Services in 2008.

Barbara and Ryan work very closely in an effort to provide the best overall client experience. It is their desire that their clients will look to them for every financial need and question they may have. With over 30 years experience in the industry, building and maintaining the client relationship is still Barbara's favorite aspect of her career.

When not in the office, Barbara and her husband, Scott enjoy spending time with their family which includes their dog, Gracey; son and daughter-in-law, Austin and Mandy; son and daughter-in-law, Zach and KristyAnn and grandson, Greyson. Barbara and Scott are actively involved in their church. She also enjoys cooking; baking and many different craft projects, including stained glass.
- Memphis State University
- Chartered Retirement Planning Counselor
6100 Tower Circle
Suite 100
Franklin, TN 37067

Ryan McCann

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- FL
- IL
- IN
- KY
- MD
- MN
- MO
- NC
- OH
- SC
- TN
- TX
- WA
Ryan is a financial advisor who works with individuals and business owners to manage their multi-faceted financial affairs. After more than 20 years of working with clients to achieve their goals, he recognizes that clients deserve a well thought out plan prior to making an investment recommendation. Planning may encompass retirement, education, estate and wealth transfer, liability, insurance and long-term care. Ryan is devoted to building a lifelong relationship with his clients and helping them through every phase of life.

Ryan was born and raised in Northeast Ohio. He attended the University of Louisville on a golf scholarship. Upon graduation, Ryan worked in the telecommunications sales and medical sales fields for 8 years. He started his financial services career in 2000 as an advisor with Smith Barney in Louisville. In 2009 Ryan moved to UBS. Ryan was manager of the downtown Louisville, KY branch for 2 years and then moved to Franklin, TN to open and manage a new UBS branch. He is licensed with series 7, 63 and 65 as well as insurance. Also series 9 and 10 for branch management and supervision.

Ryan and his wife, Sarah have triplets: Elizabeth, Charlie and Jack. His interest and hobbies include coaching youth sports, golf, supporting activities such as church mission trips, mentoring military personnel as they move back to the private sector and many other UBS branch charitable or season of service events.

Leadership Council 2018, 2019, 2020, 2021

Directors' Council 2016, 2017, 2018, 2019, 2020, 2021

Financial Planning Specialist - Smith Barney, 2006 - 2008
- University of Louisville, BA in Business Marketing
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Legacy planning

Custom portfolios

Impact investing

Multi-generational families

6100 Tower Circle
Suite 100
Franklin, TN 37067
Barbara Grimes

Wealth Management Associate
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- MO
- MS
- NC
- NY
- SC
- TN
- TX
- VA
Barbara is originally from Indiana, but upon receiving a full music scholarship, moved to Memphis where she graduated from Memphis State University. Her initial position in the financial industry was as a retirement specialist at J.C. Bradford's home office in Nashville, Tennessee. After initially focusing on plan administration for corporate qualified retirement plans, Barbara eventually moved to marketing retirement plans to financial advisors. After four years, she left the home office for a position in a branch office. It was here that she discovered her true passion was to work directly with clients, becoming more involved on a personal level and to assist them in every aspect of their financial life.

Barbara is licensed with series 7, 63, 65, as well as the Certified Retirement Planning Counselor designation. She also spent 16 years as a coach for others in her position and was one among the first group at UBS to earn the designation of Wealth Management Associate; all in an attempt to better serve clients. After 12 years with J.C. Bradford & Co and a 10 year period with Merrill Lynch, she moved to UBS Financial Services in 2008.

Barbara and Ryan work very closely in an effort to provide the best overall client experience. It is their desire that their clients will look to them for every financial need and question they may have. With over 30 years experience in the industry, building and maintaining the client relationship is still Barbara's favorite aspect of her career.

When not in the office, Barbara and her husband, Scott enjoy spending time with their family which includes their dog, Gracey; son and daughter-in-law, Austin and Mandy; son and daughter-in-law, Zach and KristyAnn and grandson, Greyson. Barbara and Scott are actively involved in their church. She also enjoys cooking; baking and many different craft projects, including stained glass.
- Memphis State University
- Chartered Retirement Planning Counselor
6100 Tower Circle
Suite 100
Franklin, TN 37067

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Insights

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

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