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Rosemary Lombardy

Senior Vice President–Wealth Management

Rosemary began her financial services career over thirty years ago and joined UBS and its predecessor firms in 1984. She was an equity partner with J.C. Bradford and member of its Leadership Council. She has been a member of the Director's Council, whose members are among the firm's top advisors every year while at UBS. She obtained her Wealth Advisor designation in 2010, which is offered to a select group of successful advisors for extensive ongoing education. She obtained the Portfolio Manager designation in 2011, which allows her to use discretion to quickly adjust portfolios to market events. The Senior Portfolio Manager designation was awarded to her in 2015.


  • Director's Council level award, UBS Financial Services Inc.
  • Over $100,000,000 in assets under management for individuals and small businesses
  • Wealth Advisor designation 2010
  • Portfolio Manager designation 2011, Senior Portfolio Manager designation in 2015
  • J.C. Bradford Leadership Council

Personal & Community

  • Member, Nashville Chamber of Commerce
  • Have volunteered for Vanderbilt's Children Hospital and Frist
  • Two children
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI


  • Bachelor of Arts with Honors, University of Florida


  • Senior Portfolio Manager
  • Wealth Advisor
3102 West End Avenue
Suite 500
Nashville, TN 37203
  • (615) 750-8095

Email Me

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