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$3.9 trillion
In invested assets globally
As of 12/31/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Vice President–Wealth Management
Steve began his career in financial services in 1996 with JC Bradford and Company. His experience over the past 21 years has taught him that developing the core values of integrity, compassion, wisdom, and generosity are critical in building strong relationships with his clients. A devoted member in his community, Steve serves as a member of the finance committee at Colonial Heights Presbyterian Church, and is active with Holston Habitat for Humanity. Steve resides in Kingsport with his wife Brenda. He has two daughters, Alison and Hannah. In his spare time, he enjoys motorcycle riding and hiking.
Education
Vice President–Wealth Management
Steve began his career in financial services in 1996 with JC Bradford and Company. His experience over the past 21 years has taught him that developing the core values of integrity, compassion, wisdom, and generosity are critical in building strong relationships with his clients. A devoted member in his community, Steve serves as a member of the finance committee at Colonial Heights Presbyterian Church, and is active with Holston Habitat for Humanity. Steve resides in Kingsport with his wife Brenda. He has two daughters, Alison and Hannah. In his spare time, he enjoys motorcycle riding and hiking.
Education
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
