Lasting relationships. For all that matters

Stamper Zion 2022

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.

Three generations in front yard

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.

  • TS

    W. Todd Stamper

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • FL
    • GA
    • IL
    • IN
    • KY
    • MD
    • MI
    • MN
    • NC
    • NE
    • NY
    • OH
    • OR
    • 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 with my wife Ashley and our two sons Riley and Jones. I am actively involved as a member and have served as an Elder at Sequoyah Hills Presbyterian Church, as well as being an active alumnus of the University of Tennessee, previously I served as a member of the President's Society at the Webb School and as a former representative of the Parent's Council at the McCallie School in Chattanooga, TN.

    In my spare time I am an avid golfer and member of Cherokee Country Club in Knoxville and Lookout Mountain Club on Lookout Mountain, GA. We are active supporters of the University of Tennessee, Salem College and Team Rubicon.

      • University of Tennessee, Bachelor of Arts: 1990
        800 South Gay Street
        Suite 2600
        Knoxville, TN 37929
      • BZ

        Brett C. Zion, CFP®, CEPA

        Financial Advisor

        Certified Exit Planning Advisor

        • image
        • image
        • image
        • AL
        • AR
        • FL
        • GA
        • IL
        • IN
        • KY
        • MD
        • MI
        • MN
        • NC
        • NE
        • NY
        • OH
        • OR
        • 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.

          • Davidson College, Economics
          • Certified Exit Planning Advisor
          • CERTIFIED FINANCIAL PLANNER™
          800 South Gay Street
          Suite 2600
          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
                • AW

                  Annette Winters

                  Registered Client Service Associate

                  • image
                  • image
                  • FL
                  • GA
                  • NC
                  • TN
                  • VA

                  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.

                   

                      • Registered Client Service Associate
                      800 South Gay Street
                      Suite 2600
                      Knoxville, TN 37929

                    The Year Ahead - Sustainable Investing

                    Retirement Couple

                    Retirement readiness

                    Advice for business owners and entrepreneurs

                    Professionals

                    Multigenerational families

                    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