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.

Grandmother laptop

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
    • 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
      Three generations in apple orchard

      Turn possibilities into a plan

      House View Monthly

      Mountain climbers on peak at sunrise

      A leading global wealth manager

      A new era of wealth is underway

      And this is your time to define success on your terms.

      Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

      When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $7 trn

      UBS Group invested assets
      As of 12/31/2025

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager

      Insights

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