Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

woman telescope

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.

Accomplishments

  • 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
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MO
  • MS
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Bachelor of Arts with Honors, University of Florida

Credentials

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

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights