Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Richard Scharff

    Richard Scharff

    First Vice President–Wealth Management

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    • AL
    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • KY
    • MA
    • MD
    • ME
    • MO
    • MS
    • NE
    • NJ
    • NV
    • NY
    • PA
    • TN
    • TX
    • VA
    • VT
    • WA

    Spanning over 35 years, Richard has developed extensive knowledge in investment strategy and portfolio management. He currently serves as First Vice President and Portfolio Manager with UBS. Prior to UBS, he served as Vice President at Merrill Lynch and built a successful partnership with Kevin Bryant. Richard received a B.A. in Business at University of Tennessee and holds Series 7, 63 and 65 licenses. Richard and his wife, Mary, have two sons.

      • University of Tennessee, B.A. in Business
      • Portfolio Manager
      6070 Poplar Avenue
      Triad Center III
      Memphis, TN 38119
      richard.scharff@ubs.com
      Richard Scharff
      6070 Poplar Avenue,Memphis,TN,38119
    • Kevin Bryant

      Kevin Bryant

      First Vice President–Wealth Management

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      • AL
      • AR
      • CA
      • CO
      • CT
      • FL
      • GA
      • IL
      • KY
      • MA
      • ME
      • MI
      • MO
      • MS
      • NE
      • NJ
      • NY
      • PA
      • TN
      • TX
      • VA
      • WA

      In 1994, Kevin began his career at Merrill Lynch serving as Senior Financial Advisor while building a successful partnership with Richard Scharff. Today, he is First Vice President and Portfolio Manager at UBS. His responsibilities include wealth planning, investment strategy and specialized lending. Kevin received a B.A. in Finance from the University of Memphis and holds the CRPC® designation and Series 7 & 66 licenses. Kevin and his wife, Sandra, have two daughters.

        • University of Memphis, B.A. in Finance
        • Chartered Retirement Planning Counselor
        • Portfolio Manager
        6070 Poplar Avenue
        Triad Center III
        Memphis, TN 38119
        richard.scharff@ubs.com,kevin.bryant@ubs.com
        Kevin Bryant
        6070 Poplar Avenue,Memphis,TN,38119

      The proof is in our numbers

      65

      Collective years of experience

      As of 12/31/2022

      25

      Years in business as a team


      Insights

      Connecting you to the deep resources of UBS

      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

      roots of tree

      Exceptional financial strength and stability

      compass

      A way forward

      Investment management

      Tailored lending and cash management

      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

      More than 160 years

      offering financial advice