Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Carol Keese

Client Associate

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

Email Me

carol.keese@ubs.com
Carol Keese
800 South Gay Street,Knoxville,TN,37929

Annette Winters

Wealth Strategy Associate

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

Credentials

  • Wealth Strategy Associate
800 South Gay Street
Suite 2600
Knoxville, TN 37929

Email Me

annette.winters@ubs.com
Annette Winters
800 South Gay Street,Knoxville,TN,37929

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