A plan for today, tomorrow and generations to come

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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.

Three generations on beach

Retirement planning

Multigenerational planning

Goals-based planning

Your lifelong financial plan. UBS Wealth Way

Retirement Couple

Retirement readiness

Long-term care planning

  • Ryan McCann

    Ryan McCann

    Senior Vice President–Wealth Management

    Branch Manager

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    • AL
    • 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

        Barbara Grimes

        Wealth Management Associate

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        • 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

        $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