Financial planning and beyond

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.

Chess board

Stephen Clark

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • KY
  • LA
  • MD
  • NC
  • NY
  • SC
  • TN
  • VA
  • WV

Education

  • Master's Degree, University of Tennessee
  • Master's of Business Administration, University of South Carolina
  • Bachelor's Degree, University of Tennessee
214 East Mountcastle Drive
Suite 1700
Johnson City, TN 37601
  • (423) 979-3825

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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.

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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

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