Knowledge

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.

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.