How can you pursue what matters most?

CORE Team 2

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

Steven Gatlin

Senior Vice President–Wealth Management

Many of Steve’s client families have been working with him for 3 decades across 4 generations. He accompanies them through life helping to accomplish their greatest priorities and deepest aspirations. His favorite aspects of being an advisor are guiding clients through challenging times and providing peace of mind through sound financial decisions.

He considers this profession to be a craftwork with a deep purpose. “Clients have entrusted us with the financial results of their life’s work, with their goals and the achievement of their family’s highest priorities. And we are privileged to honor those commitments.”  

Steve joined UBS in 2001 after starting his career at Morgan Stanley in 1994. He, alongside team member George Menham, established and built the Cleveland Branch of Morgan Stanley. The focus of his practice is to assist families and business owners tailor their financial resources toward achieving specific objectives. 
Prior to the financial services industry, Steve was involved in the startup of several startup healthcare/technology companies. He is active in his community, serving on the Board of Directors of WTCI-PBS as well as his local church in various ministries. He graduated from the University of Tennessee at Chattanooga. He enjoys traveling with his family, reading, and going on fishing trips with his dad. He is married to Sharlee and they have 3 adult children and a new grandson, Peter.  

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MN
  • MS
  • NC
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit

One Union Square
Suite 100
Chattanooga, TN 37402
  • (423) 757-7623

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UBS and Credit Suisse—stronger than ever

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.

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