Lasting relationships. For all that matters

Team Picture

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
    • DE
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MD
    • ME
    • MO
    • MS
    • NJ
    • NV
    • NY
    • OH
    • PA
    • TN
    • TX
    • VA
    • VT
    • WA

    Richard has developed extensive knowledge in investment strategy and portfolio management spanning 35 years. He currently serves as 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
    • Kevin Bryant

      Kevin Bryant

      First Vice President–Wealth Management

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      • AL
      • AR
      • CA
      • CO
      • DE
      • FL
      • GA
      • IL
      • KY
      • MA
      • ME
      • MI
      • MO
      • MS
      • NJ
      • NV
      • NY
      • OH
      • PA
      • TN
      • TX
      • VA
      • VT
      • WA

      Kevin began his career in 1994 at Merrill Lynch serving as Senior Financial Advisor. Today, he is Vice President and Portfolio Manager at UBS. His responsibilities include wealth management 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
      • Paige

        Paige Dye

        Client Associate

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          Paige joined The SBG Group in 2022 as a Client Service Associate. With a background in banking and wealth management, she brings a sincere dedication to client service and operational efficiencies. Among her many roles, she enjoys helping clients find solutions to some of their greatest challenges. Paige received her B.A. in Elementary Education from Mississippi State University, as well as an M.B.A in Human Resource Management from the University of North Alabama. Paige lives in East Memphis with her husband, Chance, and new baby boy.

            • Mississippi State University, B.A. Elementary Education
            • University of North Alabama, M.B.A
              6070 Poplar Avenue
              Triad Center III
              Memphis, TN 38119

            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.

            A team approach

            A team approach

            investments

            Investment Management

            Tailored lending and cash management

            Tailored lending and cash management

            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

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