Begin with a plan

For your goals. For your future.

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.

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Curved helix bridge

Defining your priorities. Pursuing what matters.

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.

Outlook on interest rates

Watch the replay of our latest House View live conversation which featured insights from David Lefkowitz, Head of Equities, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.

06 June 2024

UBS Wealth Way

Why does A.I. in space matter?

roots of tree

Exceptional financial strength and stability

Rebecca M. Fitschen

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

Registered States:
  • AL
  • AR
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • KY
  • LA
  • MD
  • MI
  • MO
  • MS
  • MT
  • NC
  • NY
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119
  • (901) 415-3017

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2024 planning guide

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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch

UBS AG, long-term senior secured debt rating. As of 03/31/2024

Global leader

UBS is a leading and truly global wealth manager