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
    • 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

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      Mountain climbers on peak at sunrise

      A leading global wealth manager

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      Clarity in a rapidly changing world

      We’re here to help guide you through uncertain times

      Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

      Let’s create a path together so you can move forward with confidence, no matter what comes next.

      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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