First Vice President–Wealth Management
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 working relationship 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.
Education
Credentials
First Vice President–Wealth Management
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 working relationship 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.
Education
Credentials
First Vice President–Wealth Management
In 1994, Kevin began his career at Merrill Lynch serving as Senior Financial Advisor while building a successful working relationship 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.
Education
Credentials
Let's connect
First Vice President–Wealth Management
In 1994, Kevin began his career at Merrill Lynch serving as Senior Financial Advisor while building a successful working relationship 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.
Education
Credentials
Let's connect
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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