Vice President–Wealth Management
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.
Senior Vice President–Wealth Management
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.
First Vice President–Wealth Management
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.