Senior Vice President–Wealth Management
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Tommy is a true client advocate. A UBS Financial Advisor since 1999, he has a deep commitment for people and helping protect what matters most to them—their family and their legacy. Tommy primarily works with families on developing multi-generational wealth management plans, coordinating with the family attorney, accountant, risk manager and UBS specialists to deliver a well-aligned and comprehensive strategy for pursuing their most important goals. Those strategies focus specifically on advanced estate planning solutions, as well as planning for retirement, business transition and other significant liquidity events. Tommy also works with a nationwide network of specialized trust companies to deliver custom trust services for the diverse and often complex needs of each family.
Active in the community, Tommy has been a leader on numerous local and regional boards of directors. He is proud to have served as President of the Board of the Florence Crittenton Agency, Treasurer of the Community School of the Arts and Endowment Chairman for St. John’s Episcopal Cathedral–where currently serves as Senior Warden. He has also served on the board of directors of Cherokee Country Club, Young-Williams Animal Shelter, and Sequoyah Elementary Foundation. A proud champion of Knoxville, he is currently forging a multi-year corporate relationship between UBS-Knoxville and the Knoxville Museum of Art. Tommy has also been a class member of Leadership Knoxville 2013.
Travel is a passion, but what Tommy loves best is spending time with his wife, Tiffany, and their two daughters, Kathryn and Lauren.
Certification and education
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Scott began his career in the financial services industry in 1986. He was instrumental in establishing the new Knoxville offices for the firms Wheat First Butch Singer (now part of Wells Fargo) and Legg Mason (now part of Morgan Stanley). Scott joined UBS in 2013 to form The Siler-Rhea Group.
Scott leads the effort to help clients in all aspects of their financial lives, including insurance, employee benefits, tax-mitigation strategies as well as multigenerational wealth preservation and transfer. As a Senior Portfolio manager, Scott created several signature asset allocation models for Siler Rhea Group He also provides guidance on charitable giving, including donor-advised funds and foundations.
Scott is a past president of the Rotary Club of West Knoxville and a past board member of Big Brothers-Big Sisters of East Tennessee. He prides himself on working to match local businesses with humanitarian services that promote human rights and address the needs of underprivileged children. Scott and his wife, Traci have two daughters, Sarah and Meredith, and two grandchildren, Grayson and Jackson. He enjoys playing golf and chasing after his grandchildren.
Certification and education
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Wealth Management Associate
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
Associate Director
Senior Wealth Strategy Associate
Chris entered the financial services industry in 1993 when he joined the British merchant bank, Schroder & Co., where he co-managed their U.S. and international trading operations. Prior to joining UBS in 2005, he was the manager of U.S.-listed trading operations for Goldman Sachs. At UBS, Chris supports the team’s focus on the individual needs of their broad client base, ranging from CEOs of large companies to small sole business owners.
With a primary concentration on delivering private banking services, Chris designs custom programs to maximize the many benefits and services available at UBS. His passion and deep financial services experience enables Chris to leverage the many amenities of UBS to help his clients reach their financial goals. Chris and his wife, Stacy, have three daughters, Molly, Emily and Frankie.
Certification and education
Education