A legacy for generations

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What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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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.

  • Jo-Sowell

    Jo Sowell

    Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • FL
    • GA
    • IL
    • KY
    • LA
    • MI
    • MO
    • MS
    • MT
    • NC
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    Jo leads the team in evaluating client's goals and needs. She believes that building long–term relationships strengthens the client's trust and allows guidance in wealth management. After graduating from Delta State University in 1972, she began her career at J.C. Bradford & Co., where she became a Partner of the firm. In 2000, J.C. Bradford & Co. merged with UBS where Jo continues to provide clients with sound financial advice. Through Jo's leadership and guidance, she and her son, Adam, work closely with clients to ensure quality service. They have worked successfully together since 2001.

      • Delta State University
        6070 Poplar Avenue
        Triad Center III
        Memphis, TN 38119
      • Adam-Sowell

        Adam Sowell

        Senior Vice President–Wealth Management

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        • AL
        • AR
        • CA
        • CO
        • FL
        • GA
        • IL
        • KY
        • LA
        • ME
        • MI
        • MO
        • MS
        • MT
        • NC
        • NJ
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        As a key member of the Sowell Investment Group, Adam helps clients identify financial goals and constructs portfolios to custom fit their financial needs. Adam began his career at UBS in 2001 after graduating from Delta State University with a B.A. in Marketing. Adam has also earned an executive certificate in Financial Planning from Christian Brothers University. Adam is one of the few UBS Financial Advisors to earn the designation of Wealth Advisor. As a Wealth Advisor, Adam is exceedingly qualified to provide highly personalized wealth management services to his clients.

          • Delta State University, Marketing
          • Wealth Advisor
          6070 Poplar Avenue
          Triad Center III
          Memphis, TN 38119
        • Rebecca-Fitschen

          Rebecca M. Fitschen

          Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • IL
          • KY
          • LA
          • MD
          • ME
          • MI
          • MO
          • MS
          • MT
          • NC
          • NJ
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          In 1999, Rebecca started her career with UBS Financial Services, Inc. and is dedicated to delivering every aspect of wealth management to clients. Rebecca works closely with clients' accountants, attorneys, estate planners and tax advisors and her main goal is to ensure that current and prospective needs are met in the most efficient manner. 

          A Memphis native, Rebecca earned a Bachelor's degree from the University of Memphis. She holds professional licenses with the NASD (Series 7, 63) and the State of Tennessee Department of Insurance (Life, Variable, Accident and Health).  

          She and her husband, Trevor, have been married 20 years. They have two sons, Ethan and Sam, so much of their free time and philanthropic efforts are focused on their children's schools and their church community. 

           

            • University of Memphis, Bachelor's Degree
              6070 Poplar Avenue
              Triad Center III
              Memphis, TN 38119
            • Christine-Taylor

              Christine Taylor

              Senior Client Associate

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              • MS
              • TN

                    6070 Poplar Avenue
                    Triad Center III
                    Memphis, TN 38119

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                  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.

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