Lasting relationships. For all that matters

Stamper Zion 2024

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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.

  • Todd

    W. Todd Stamper

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • CA
    • DC
    • FL
    • GA
    • IL
    • IN
    • KY
    • MD
    • MI
    • MN
    • NC
    • NE
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WV

    At Stamper, Zion and Associates of UBS Financial Services Inc., we have one simple task....

    "We help our clients create the best life possible, with the resources they have."

    We do this by developing a customized plan. Our strategy is flexible allowing for both todays’ and tomorrow’s needs and challenges. This comes from over three decades of experience with impeccable service delivered by our team of investment professionals. Stamper, Zion & Associates presents a client experience driven by transparency, consistent communication and personalized reviews. Simply stated our mission and purpose is to turn client goals and needs into reality.

    I live in Knoxville where my late wife Ashley and I raised our sons. Our sons, Riley and Jones now live in Washington DC and Charlotte, NC with their careers and spouses. I am actively involved as a member of Sequoyah Hills Presbyterian Church, where I have served as a Deacon, Elder and Sunday School Teacher.

    I am an active alumnus of the University of Tennessee-Knoxville. Previously I have served on the Parent’s Council at The McCallie School in Chattanooga as well as the President’s Society at The Webb School of Knoxville.

     In my spare time I am an avid golfer enjoying rounds at Cherokee Country Club, the Lookout Mountain Club, The Sporting Club and Diamond Creek.

     As a family we are active supporters of the American Cancer Society, the Cancer Support Network of Knoxville, The Love Kitchen, The University of Tennessee, The McCallie School and Team Rubicon.

    • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Tennessee, Bachelor of Arts: 1990
      800 South Gay Street
      Suite 2600
      Knoxville, TN 37929
      todd.stamper@ubs.com
      W. Todd Stamper
      800 South Gay Street,Knoxville,TN,37929
    • Brett

      Brett C. Zion, CFP®, CEPA

      Financial Advisor

      Certified Exit Planning Advisor

      • image
      • image
      • image
      • AL
      • AR
      • CA
      • FL
      • GA
      • IL
      • IN
      • KY
      • MD
      • MI
      • MN
      • NC
      • NE
      • NJ
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA
      • WV

      At UBS, Brett works closely with a select group of corporate executives, seasoned professionals and successful entrepreneurs and their families to help them define and achieve their unique financial goals. By actively addressing the ever changing needs of clients and paying close attention to the impact of fees, taxes and risk management, Brett and his team offer a tailored experience and a multi-disciplinary approach to wealth management. Brett holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. Brett has also earned the Certified Exit Planning Advisor.

      Brett began his career in banking at First Illinois Bank in Chicago and worked in finance at Household International, now HSBC. As an entrepreneur and early adopter in the food and delivery industry, Brett co-founded, developed and sold two private companies in that sector prior to joining Merrill Lynch Wealth Management in 1999. Brett joined UBS Global Wealth Management in 2020.

      Brett is active in his community and has served as a board member and past Chairman of Child and Family Tennessee, Knoxville Chapter President for Davidson College Alumni, and a recovering coach and enthusiast for Knox Youth Sports. Brett was awarded a BoardWalk Consulting Governance Fellowship and completed the “Governing for Nonprofit Excellence” program at Harvard Business School.

      Brett is a graduate of Davidson College where he majored in economics. He and his wife Angela live in Knoxville and have two children, Christopher and Clara. They are members of St. John’s Episcopal Cathedral.

      • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Davidson College, Economics
      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER®
      800 South Gay Street
      Suite 2600
      Knoxville, TN 37929
      brett.zion@ubs.com
      Brett C. Zion, CFP®, CEPA
      800 South Gay Street,Knoxville,TN,37929
    • Annette

      Annette Winters

      Wealth Strategy Associate

      • image
      • image
      • FL
      • GA
      • IL
      • IN
      • KY
      • MI
      • MN
      • NC
      • NE
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA
      • WV

      Annette joined UBS Global Wealth Management in 2020 after many years with Merrill Lynch Wealth Management.  Annette has served in a variety of Executive Administrative Roles. She is conscientious, professional and quick to respond to requests of all kinds. She strives to make every client contact a positive experience.

       

          • Wealth Strategy Associate
          800 South Gay Street
          Suite 2600
          Knoxville, TN 37929
          annette.winters@ubs.com
          Annette Winters
          800 South Gay Street,Knoxville,TN,37929
        • Rachel

          Rachel Rosenbaum

          Client Associate

          • image
          • image
          • image

            I am excited to be a part of the Stamper Zion team as a Client Associate. I graduated from the University of Florida with honors in May 2024 with a BA in Economics. I moved from Florida to Tennessee soon after. I look forward to getting to know each client and personalizing their experience, while pursuing registration with FINRA. 

            Outside of the office, I enjoy painting, riding horses, and playing musical instruments. I am also planning my wedding to my best friend and fiancé, Max.

              • University of Florida, Economics: 2020 - 2024
                800 South Gay Street
                Suite 2600
                Knoxville, TN 37929
                rachel.rosenbaum@ubs.com
                Rachel Rosenbaum
                800 South Gay Street,Knoxville,TN,37929
              • CK

                Carol Keese

                Client Associate

                • image
                • image

                  It is my pleasure to serve our clients as if they were members of my own family.

                  I have been fortunate enough to serve families and attend to their needs over the last four decades. I am a founding member of Stamper, Zion & Associates which dates back to its formation in 2008.

                  Wartburg, TN is a lovely community just north of Knoxville and it is there that my family called home. After graduation I moved to Knoxville and have worked with clients over the years at two previous firms before becoming a part of Stamper, Zion & Associates. My husband is Ron Keese, who is the founder of Keese Consulting and I find great joy in spending time with my family and our four generations of the Keese Family in East Tennessee. 

                        800 South Gay Street
                        Suite 2600
                        Knoxville, TN 37929
                        carol.keese@ubs.com
                        Carol Keese
                        800 South Gay Street,Knoxville,TN,37929
                      Three generations in apple orchard

                      Turn possibilities into a plan

                      Coworkers around table in lobby

                      Retirement plan services

                      Business Owner in entryway

                      Advice for business owners & entrepreneurs

                      Woman with architectural plans

                      A plan to simplify your financial life

                      Family on back porch

                      Wealth transfer across generations

                      LA Skyline

                      Los Angeles fire relief

                      Support and resources

                      The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                      Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.9+ trn

                      UBS Group invested assets
                      As of 06/30/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

                      Insights

                      This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                      Go to privacy settings