Experience

David advises high net worth, family office and institutional clients in establishing goals, objectives and investment policy statements. He also manages the implementation of portfolio strategies that include equities, fixed income, and non-traditional asset classes to help maximize the opportunities for achieving financial success. David has over 30 years experience in the financial services industry. He was a Senior Vice President – Investments with Smith Barney prior to joining UBS in 2009.

Mickey Long works closely with High Net Worth/ Institutional clients to set, implement, and manage portfolio strategies to reach their strategic objectives. Mickey has been a Portfolio Manager or Consultant for Institutional and High-Net-Worth/ Private Wealth portfolios since 1992. In this capacity he has managed complex trust and estate structures, as well as strategies for the hedging and monetization of concentrated equity positions. Mickey has held his CFA designation since 1997 when he was the portfolio manager of a $4.5 Billion fixed income and derivatives portfolio.

Laura has over 20 years experience in the financial services industry. She was a Registered Associate with Smith Barney prior to joining UBS in March 2009. She started her career at the Board of Trade in Chicago, Illinois with Shearson Lehman Hutton. She moved to Nashville, Tennessee in 1991. Laura lives with her husband and 2 children in Nashville, TN. She has been involved with St. Henry Church and school in various volunteer capacities. She has been a soccer coach, basketball coach and assistant Troop leader for the Girl Scouts of America.

Nell is a native of Jackson, MS. She earned her Bachelor of Arts at the University of Alabama. Nell began her career at UBS in 2011, where she began in Operations. She holds her Series 7 and Series 66 Securities Licenses as well as her Life and Health Insurance Licenses.

Nell is a member of the Get Involved Committee at UBS and has served as project manager for numerous UBS Community Service events benefiting Junior Achievement of  Middle Tennessee, Leukemia & Lymphoma Society, Special Olympics, United Way and many more. Nell organizes quarterly Blood Drives with American Red Cross for the UBS Nashville branch and volunteers for Preston Taylor Ministries and Salt & Light Ministries outside of work.

Nell loves all animals, travelling and spending time with her family and friends.