$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
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.
My greatest desire is to help people and make a difference thorough my work, one family at a time. I’ve been a financial planner for over 25 years, and I have enjoyed walking through time together with my clients. I am thrilled to watch them achieve their dreams, and honored to know that I was a small part of the process.
I am dedicated to supporting individuals and families as they pursue their personal and professional goals. As a Certified Financial PlannerTM (CFP®), I work in partnership with my clients to design comprehensive plans that seek to address the big picture, as well as details that are often overlooked.
“ I enjoy celebrating life’s accomplishments with my clients, whether it’s a birth, wedding, graduation, career change, sale of a business or retirement.”
– Lechelle L. Moore
My approach to wealth management includes retirement income planning, estate planning strategies, insurance needs assessments and philanthropic strategies, as well as private banking. As clients approach retirement, we begin to add healthcare planning and long-term care insurance. Once we’ve developed a high-level strategy, I design customized investment solutions for each client, based on their risk tolerance and time horizon.
Financial planning is my life’s work
Right out of college, I joined Banker’s Trust in New York, where I designed 401(k) plans for large institutions. Working at the institutional level helped me understand the big picture, but I became more interested in working with individuals. I pursued my certification from the CFP Board in 1995 in order to help clients navigate the complexities of financial markets and planning. I served as President of the International Board of Certified Financial Planners (ICFP) in 2000, and have been a member of the group, now known as the Financial Planning Association® (FPA®) since 1995. I spent six years with the Private Bank of First American Bank/AmSouth Bank, which had exclusive rights to provide financial advice to members of the Tennessee Titans from 1997 to 2002. Prior to working at UBS, I was at SunTrust Bank for 12 years, where I served as the lead financial advisor for the Medical Private Bank and was a member of the Chairman’s Club. I moved my practice to UBS in 2015 in order to offer my clients the global resources of one of the world’s largest wealth management firms.
Outside of office
I am a passionate board member of Raise the Roof Academy, a school in Uganda that educates and cares for more than 1,000 children. I’ve been the chairperson of the teen shelter at Oasis Center in Nashville for over seven years. My other community work includes volunteering with youth programs at Brentwood United Methodist Church, serving as a mentor for the Women’s Initiative at Deloitte, working as a member of the New Neighbor League, and fundraising for the Nashville Symphony Guild.
My husband, Phil, and I have been married for 25 years. We love watching our two sons, Chris and Austin, play sports. I also enjoy water sports, swimming, golf and snow skiing.
Education and credentials
– B.S. in finance and economics, David Lipscomb University, magna cum laude
– Certified Financial PlannerTM (CFP®) since 1995
– Series 7, 31, 63 and 66 securities licenses
– Life and health insurance licenses
– Graduate of the Accredited Investment Fiduciary Program, 2003
– UBS Director’s Council, 2019
– President’s Volunteer Service Award, Bronze Medal, 2014
Proudly born and raised in Nashville, Chris has a deep-rooted connection to the vibrant community he serves. With a passion for finance and a wealth of local knowledge, he is dedicated to helping individuals and small businesses thrive.
Chris kickstarted his journey at Birmingham-Southern College, where he excelled both on and off the field. As a 4-year letterman center on the football team, he honed his teamwork skills and developed a strong work ethic. Simultaneously, he pursued his academic interests, majoring in Finance and Economics to lay a solid foundation for his future career.
Joining our team in July 2022, Chris quickly proved himself invaluable in his role as an Investment Analyst. Leveraging his expertise, he implements investment strategies that align with our comprehensive planning process. His focus includes private banking solutions and multi-generational planning, ensuring our clients receive tailored financial guidance for their unique needs.
In addition to his academic and professional accomplishments, Chris has also earned the Certified Exit Planning Advisor (CEPA) designation. This designation demonstrates his expertise in assisting business owners with successful transitions and exit strategies.
Beyond the world of finance, Chris enjoys immersing himself in a variety of activities during his downtime. You'll often find him on the golf course, engaging in friendly competition or staying up to date with the latest happenings in the sports world. When he seeks tranquility, he heads to the lake, embracing the serenity of nature.
Specialties: • Investment analysis and strategies • Private banking solutions • Multi-generational planning • Tailored financial guidance for small businesses • Personalized wealth management
Deborah Lenahan joined The Moore Group in September of 2012. Prior to joining the Team, she worked in finance and accounting in the Automotive Industry. Deborah plays a critical role in the daily operations of our business as she handles all details, requests and day to day transactions. She also assists clients on a daily basis, always striving to be efficient and reliable as well as attentive to each person and their individual needs.
Deborah was born and raised in Nashville, TN and has been married over 30 years. Together she and her husband have four amazing daughters. She attends Lakeshore Christian Church, enjoys spending time with her family and friends, and attending her grandchildren's sports and school activities.
Briana has been in the financial services industry since 2014 where she started at Wells Fargo Advisors and joined UBS in 2015. She has her Series 7 and 66 along with her health and life insurance licenses.
She is very detail oriented, reliable, positive, has strong interpersonal and technical skills, and very focused on taking care of client needs and concerns.
Briana moved to Tennessee in 2015, and loves being in Music City. She is married to her husband, Austin and together they have three sons, River, Knox and Baylor.
My greatest desire is to help people and make a difference thorough my work, one family at a time. I’ve been a financial planner for over 25 years, and I have enjoyed walking through time together with my clients. I am thrilled to watch them achieve their dreams, and honored to know that I was a small part of the process.
I am dedicated to supporting individuals and families as they pursue their personal and professional goals. As a Certified Financial PlannerTM (CFP®), I work in partnership with my clients to design comprehensive plans that seek to address the big picture, as well as details that are often overlooked.
“ I enjoy celebrating life’s accomplishments with my clients, whether it’s a birth, wedding, graduation, career change, sale of a business or retirement.”
– Lechelle L. Moore
My approach to wealth management includes retirement income planning, estate planning strategies, insurance needs assessments and philanthropic strategies, as well as private banking. As clients approach retirement, we begin to add healthcare planning and long-term care insurance. Once we’ve developed a high-level strategy, I design customized investment solutions for each client, based on their risk tolerance and time horizon.
Financial planning is my life’s work
Right out of college, I joined Banker’s Trust in New York, where I designed 401(k) plans for large institutions. Working at the institutional level helped me understand the big picture, but I became more interested in working with individuals. I pursued my certification from the CFP Board in 1995 in order to help clients navigate the complexities of financial markets and planning. I served as President of the International Board of Certified Financial Planners (ICFP) in 2000, and have been a member of the group, now known as the Financial Planning Association® (FPA®) since 1995. I spent six years with the Private Bank of First American Bank/AmSouth Bank, which had exclusive rights to provide financial advice to members of the Tennessee Titans from 1997 to 2002. Prior to working at UBS, I was at SunTrust Bank for 12 years, where I served as the lead financial advisor for the Medical Private Bank and was a member of the Chairman’s Club. I moved my practice to UBS in 2015 in order to offer my clients the global resources of one of the world’s largest wealth management firms.
Outside of office
I am a passionate board member of Raise the Roof Academy, a school in Uganda that educates and cares for more than 1,000 children. I’ve been the chairperson of the teen shelter at Oasis Center in Nashville for over seven years. My other community work includes volunteering with youth programs at Brentwood United Methodist Church, serving as a mentor for the Women’s Initiative at Deloitte, working as a member of the New Neighbor League, and fundraising for the Nashville Symphony Guild.
My husband, Phil, and I have been married for 25 years. We love watching our two sons, Chris and Austin, play sports. I also enjoy water sports, swimming, golf and snow skiing.
Education and credentials
– B.S. in finance and economics, David Lipscomb University, magna cum laude
– Certified Financial PlannerTM (CFP®) since 1995
– Series 7, 31, 63 and 66 securities licenses
– Life and health insurance licenses
– Graduate of the Accredited Investment Fiduciary Program, 2003
– UBS Director’s Council, 2019
– President’s Volunteer Service Award, Bronze Medal, 2014
Proudly born and raised in Nashville, Chris has a deep-rooted connection to the vibrant community he serves. With a passion for finance and a wealth of local knowledge, he is dedicated to helping individuals and small businesses thrive.
Chris kickstarted his journey at Birmingham-Southern College, where he excelled both on and off the field. As a 4-year letterman center on the football team, he honed his teamwork skills and developed a strong work ethic. Simultaneously, he pursued his academic interests, majoring in Finance and Economics to lay a solid foundation for his future career.
Joining our team in July 2022, Chris quickly proved himself invaluable in his role as an Investment Analyst. Leveraging his expertise, he implements investment strategies that align with our comprehensive planning process. His focus includes private banking solutions and multi-generational planning, ensuring our clients receive tailored financial guidance for their unique needs.
In addition to his academic and professional accomplishments, Chris has also earned the Certified Exit Planning Advisor (CEPA) designation. This designation demonstrates his expertise in assisting business owners with successful transitions and exit strategies.
Beyond the world of finance, Chris enjoys immersing himself in a variety of activities during his downtime. You'll often find him on the golf course, engaging in friendly competition or staying up to date with the latest happenings in the sports world. When he seeks tranquility, he heads to the lake, embracing the serenity of nature.
Specialties: • Investment analysis and strategies • Private banking solutions • Multi-generational planning • Tailored financial guidance for small businesses • Personalized wealth management
Deborah Lenahan joined The Moore Group in September of 2012. Prior to joining the Team, she worked in finance and accounting in the Automotive Industry. Deborah plays a critical role in the daily operations of our business as she handles all details, requests and day to day transactions. She also assists clients on a daily basis, always striving to be efficient and reliable as well as attentive to each person and their individual needs.
Deborah was born and raised in Nashville, TN and has been married over 30 years. Together she and her husband have four amazing daughters. She attends Lakeshore Christian Church, enjoys spending time with her family and friends, and attending her grandchildren's sports and school activities.
Briana has been in the financial services industry since 2014 where she started at Wells Fargo Advisors and joined UBS in 2015. She has her Series 7 and 66 along with her health and life insurance licenses.
She is very detail oriented, reliable, positive, has strong interpersonal and technical skills, and very focused on taking care of client needs and concerns.
Briana moved to Tennessee in 2015, and loves being in Music City. She is married to her husband, Austin and together they have three sons, River, Knox and Baylor.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our September House View live conversation, featuring insights from David Lefkowitz, Head of Equities, CIO Americas, and Kurt Reiman, Head of Fixed Income and Municipal Securities, CIO Americas.
05 September 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager