Insight-based advice

Observatory on mountain top

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.

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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.

  • Susan-Morris

    Susan Morris

    Vice President–Wealth Management

    Financial Advisor

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    • AL
    • DC
    • FL
    • GA
    • IN
    • LA
    • NC
    • NY
    • OH
    • TN
    • TX
    Susan has spent over two decades guiding clients, through recessions and numerous market corrections, towards their financial goals. Through honest and open dialogue, she develops a partnership with clients and their family's financial plans. Her experience in developing investment and banking alternatives for her business clients contributes to their success. In her out-of-office time, Susan volunteers with various local non-profit groups such as AGAPE, Executive Women International and the University of Tennessee.

        • Certified Divorce Financial Analyst
        800 South Gay Street
        Suite 2600
        Knoxville, TN 37929
        susank.morris@ubs.com
        Susan Morris
        800 South Gay Street,Knoxville,TN,37929
      • William-Morris

        William "Bill" Morris, Sr., CDFA

        Senior Wealth Strategy Associate

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        • TN

        The Certified Divorce Financial Analyst designation uniquely qualifies Bill to work with business owners facing divorce. How assets are divided can be as important as the amount of assets you receive. Bill has over 25 years experience providing financial strategies for clients. He has been a business owner and consultant and as served as an Ambassador with the Knoxville Area Chamber Partnership for nearly a decade. He was recognized as Ambassador of the Year his first year as a volunteer. He focuses on wealth and asset protection strategies for retirement planning and multi-generational wealth transfer. He works with business owners and professionals to design workable strategies to fit their unique needs and goals. He is also an author & instructor of BBQ courses at the University of TN.

            • Certified Divorce Financial Analyst
            800 South Gay Street
            Suite 2600
            Knoxville, TN 37929
            bill.morris@ubs.com
            William "Bill" Morris, Sr., CDFA
            800 South Gay Street,Knoxville,TN,37929

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          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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