Experience

Rosemary has been advising corporate executives, retirees and their families for more than 30 years. Prior to joining UBS, Rosemary gained experience with estate planning and wealth transfer issues while working for a law firm. Her knowledge of the municipal bond market came from working as an institutional broker. Rosemary was also a partner at J.C. Bradford & Company, which UBS later acquired. Rosemary received a B.A. with honors from the University of Florida in Gainesville.

Ryan is a financial advisor who works with individuals and business owners to manage their multi-faceted financial affairs.  After more than 20 years of working with clients to achieve their goals, he recognizes that clients deserve a well thought out plan prior to making an investment recommendation.  Planning may encompass retirement, education, estate and wealth transfer, liability, insurance and long-term care.  Ryan is devoted to building a lifelong relationship with his clients and helping them through every phase of life.

Ryan was born and raised in Northeast Ohio.  He attended the University of Louisville on a golf scholarship. Upon graduation, Ryan worked in the telecommunications sales and medical sales fields for 8 years.  He started his financial services career in 2000 as an advisor with Smith Barney in Louisville.  In 2009 Ryan moved to UBS.  Ryan was manager of the downtown Louisville, KY branch for 2 years and then moved to Franklin, TN to open and manage a new UBS branch.  He is licensed with series 7, 63 and 65 as well as insurance.  Also series 9 and 10 for branch management and supervision. 

Ryan and his wife, Sarah have triplets:  Elizabeth, Charlie and Jack.  His interest and hobbies include coaching youth sports, golf, supporting activities such as church mission trips, mentoring military personnel as they move back to the private sector and many other UBS branch charitable or season of service events.

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

Barbara is originally from Indiana, but upon receiving a full music scholarship, moved to Memphis where she graduated from Memphis State University.  Her initial position in the financial industry was as a retirement specialist at J.C. Bradford's home office in Nashville, Tennessee.  After initially focusing on plan administration for corporate qualified retirement plans, Barbara eventually moved to marketing retirement plans to financial advisors.  After four years, she left the home office for a position in a branch office.  It was here that she discovered her true passion was to work directly with clients, becoming more involved on a personal level and to assist them in every aspect of their financial life.  

Barbara is licensed with series 7, 63, 65, as well as the Certified Retirement Planning Counselor designation.  She also spent 16 years as a coach for others in her position and was one among the first group at UBS to earn the designation of Wealth Management Associate; all in an attempt to better serve clients.  After 12 years with J.C. Bradford & Co and a 10 year period with Merrill Lynch, she moved to UBS Financial Services in 2008. 

Barbara and Ryan work very closely in an effort to provide the best overall client experience.  It is their desire that their clients will look to them for every financial need and question they may have.  With over 30 years experience in the industry, building and maintaining the client relationship is still Barbara's favorite aspect of her career.

When not in the office, Barbara and her husband, Scott enjoy spending time with their family which includes their dog, Gracey; son and daughter-in-law, Austin and Mandy; son and daughter-in-law, Zach and KristyAnn and grandson, Greyson.  Barbara and Scott are actively involved in their church.  She also enjoys cooking; baking and many different craft projects, including stained glass.