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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 our November House View live conversation, featuring insights from Kurt Reiman, Head of Fixed Income and ElectionWatch Co-lead; Jay Dobson, Energy and Utilities Strategist, Kevin Dennean, Technology and Telecom Strategist, and Brad Ball, Financials Strategist.
07 November 2024
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
For your financial well-being
Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.
We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
Global leader
UBS is a leading and truly global wealth manager
