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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.
March 05, 2026
Senior Vice President–Wealth Management
Financial Advisor
In 1999, Rebecca started her career with UBS Financial Services, Inc. and is proud to serve every aspect of wealth management needs to her clients. Rebecca works closely with clients' accountants, attorneys, estate planners and tax advisors and her main goal is to ensure that current and prospective needs are met in the most efficient manner.
A Memphis native, Rebecca earned a Bachelor's degree from the University of Memphis. She holds professional licenses with FINRA and the NASD (Series 7, 63, 66) and the State of Tennessee Department of Insurance (Life, Variable, Accident and Health). Rebecca completed Christian Brothers University's Certificate of Financial Planning Program in 2008.
She and her husband, Trevor, have been married for more than 27 years. They have two sons, Ethan and Sam. In her free time, Rebecca enjoys spending her time with family and friends, Pilates and tennis.
CA Insurance License #4163612
Senior Vice President–Wealth Management
Financial Advisor
In 1999, Rebecca started her career with UBS Financial Services, Inc. and is proud to serve every aspect of wealth management needs to her clients. Rebecca works closely with clients' accountants, attorneys, estate planners and tax advisors and her main goal is to ensure that current and prospective needs are met in the most efficient manner.
A Memphis native, Rebecca earned a Bachelor's degree from the University of Memphis. She holds professional licenses with FINRA and the NASD (Series 7, 63, 66) and the State of Tennessee Department of Insurance (Life, Variable, Accident and Health). Rebecca completed Christian Brothers University's Certificate of Financial Planning Program in 2008.
She and her husband, Trevor, have been married for more than 27 years. They have two sons, Ethan and Sam. In her free time, Rebecca enjoys spending her time with family and friends, Pilates and tennis.
CA Insurance License #4163612
Tax-smart plans for 2025
Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.
As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.
$7 trn
UBS Group invested assets
As of 12/31/2025
Financial strength
Driving confidence.
A- Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
