Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

  • Joseph-Romanchik

    Joseph Romanchik

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Joe earned his Bachelor's degree in Economics from the University of Albany in 1991 and has been in the financial services industry ever since. Joe, a Wealth Advisor for the Mountain City Financial Group at UBS Financial Services, concentrates on servicing the needs of High Net Worth and Ultra High Net Worth clients. With nearly three decades of experience, Joe believes that creating and implementing a financial plan is the foundation for success with his new relationships. He works with clients to solve complex needs in relation to education planning, retirement planning, long term care planning, estate planning strategies, philanthropic strategies, and all areas of investments. Joe helps his clients manage both sides of the balance sheet as it relates to their assets and liabilities while focusing on being as tax efficient as possible.

    He is FINRA registered and holds the series 7, 63, 65, and 31. Joe holds licenses for long term care insurance, life insurance, and annuities.

    Joe is an avid cyclist and lives on Signal Mountain with his wife, Lisa. They have two daughters, Stephanie and Brooke.

    CA Insurance License #0G83371

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Albany, Bachelor's Degree in Economics
    • Wealth Advisor
    One Union Square
    Krystal Building
    Chattanooga, TN 37402
    joseph.romanchik@ubs.com
    Joseph Romanchik
    One Union Square,Chattanooga,TN,37402
  • Joel-Hollis

    Joel Hollis

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Joel earned his Bachelor's degree in Finance from the University of South Carolina in 1974. Since 1979, Joel has worked at both regional and national brokerage firms, which included 8 years at a trust division at a regional bank. Joel graduated from the Southern Trust School in 1998. Joel has four decades of investment experience and leverages his expertise to help clients with financial planning, investments, estate planning strategies and insurance products. 

    He is FINRA registered and holds the series 7, 63, 65, 31, and 15. Joel holds licenses for long term care insurance, life insurance, and annuities.    

    Joel enjoys playing golf and lives in Council Fire with his wife, Leigh Anna.

    CA Insurance License # 0G83360

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of South Carolina, Bachelor's Degree in Finance
      One Union Square
      Suite 100
      Chattanooga, TN 37402
      joel.t.hollis@ubs.com
      Joel Hollis
      One Union Square,Chattanooga,TN,37402
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      Peter Perdomo

      Senior Wealth Strategy Associate

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        Peter brings over 20 years of financial service experience to our team with previous roles in the qualified retirement plan sales and consulting market. Peter’s vast knowledge of the retirement planning and financial  markets, combined with his strong interpersonal skills, are traits that lend well to his role with the team.    Peter works closely with Joe and Joel in supporting our overall client experience, to include review meetings, retirement planning and investment solution implementation.

        Personally, Peter lives on Signal Mountain with his wife, Natalie, and their two daughters, Millie and Ada.  He’s a volunteer coach with a local athletic program and member of St. Paul’s Episcopal Church.  In his free time, he enjoys upland bird and waterfowl hunting, fishing, hiking, trail running, gardening, and celebrating all things outdoors with his family and Labrador Retriever.

         

              Peter.perdomo@ubs.com
              Peter Perdomo
            • Patricia-Yell

              Patricia Yell

              Senior Wealth Strategy Associate

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              • AL
              • FL
              • GA
              • LA
              • MS
              • NY
              • TN

              Darlene started her career with A.G. Edwards in 1995 and joined UBS in January 2009 when she moved over to UBS with Joe Romanchik. "I love working with our clients and look forward to helping you in any way that I can."

              Darlene is FINRA registered and holds the series 7, 63, and 65. She holds licenses for long term care insurance and life insurance.

              Darlene enjoys watching her daughter play softball and playing with her grandchildren. She lives in Dunlap with her husband, Wally. They have three children.

                    One Union Square
                    Suite 100
                    Chattanooga, TN 37402
                    darlene.yell@ubs.com
                    Patricia Yell
                    One Union Square,Chattanooga,TN,37402
                  • Jennifer-Jones

                    Jennifer Jones

                    Client Associate

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                      Jennifer studied Business Management at the University of Tennessee. Jennifer has worked in the Retirement Service/Employee Benefit industry since 1990. She joined the Mountain City Financial Group at UBS in July 2012.

                      Jennifer enjoys playing golf and hiking. She lives in East Brainerd.

                        • University of Tennessee, Business Management
                          One Union Square
                          Suite 100
                          Chattanooga, TN 37402
                          jennifer.d.jones@ubs.com
                          Jennifer Jones
                          One Union Square,Chattanooga,TN,37402
                        • Becky-Gladney

                          Becky Gladney

                          Associate Director

                          Team Administrator

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                          • AL
                          • GA
                          • LA
                          • MS
                          • NY
                          • TN

                          Becky graduated from Auburn University with a Bachelor's degree in Secondary Education/Chemistry in 2004. She started her career at UBS in 2008, working as a Client Service Associate, Branch Office Administrator, and most recently as an Administrative Manager based in Chattanooga supporting the five UBS offices in East Tennessee. Finding creative solutions to meet our client's needs is what she enjoys most about her job.   

                          Becky is FINRA registered and holds the Series 7 & 66 securities licenses and the Series 9 & 10 supervisory licenses. She also holds licenses for life insurance and annuities.

                          Becky resides in Soddy Daisy with her husband, Scott and their daughter. When she is not in the office, she enjoys working out, cooking and traveling to new places to either scuba dive or snow ski.

                            • Auburn University, Bachelor's Degree in Secondary Education/Chemistry
                              One Union Square
                              Suite 100
                              Chattanooga, TN 37402
                              becky.gladney@ubs.com
                              Becky Gladney
                              One Union Square,Chattanooga,TN,37402

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