Global insight for complex wealth

Private Wealth Management

In the rarified space of significant wealth, we understand your status is a reflection of your success, your passion and your heritage. We have built a deep history with a highly select clientele of multigenerational families, entrepreneurs and family offices across the country by providing access to the global resources of UBS.

At UBS Private Wealth Management, an exclusive division within one of the largest wealth managers in the world, we leverage our global platforms and connect clients to the financial prowess of our experts across disciplines. Our team’s background in institutional investing gives us the perspective and knowledge you need to help unlock opportunities, preserve wealth and create continuity.

The value of the Family Office Consultant (FOC)
Jay Williams is among a select group of Private Wealth Advisors, who have earned the Family Office Consultant (FOC) business designation. He has demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges their clients face, FOCs align specific needs to the full suite of UBS capabilities.

Every member of our team has spent their entire career working exclusively with exceptional, affluent families and their family offices—it’s all we do.

- Jay Williams, Private Wealth Advisor, Family Office Consultant

One relationship. All of Private Wealth Management.

Family Office Solutions

Family photos

Estate planning strategies and philanthropy

Tree roots

Educating each generation

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Sophisticated portfolio management

UBS lobby

Elite access

Outlook on interest rates

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. 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.

  • Jay Williams

    Jay W. Williams

    Managing Director–Wealth Management

    Private Wealth Advisor

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    As the founder of The Family Office Group, Jay has spent the entirety of his 20+ year career working with ultra-high net worth clients and their family offices. Serving the complex needs of a highly select group, he provides a deep understanding of the global markets and direct access to the elite resources of UBS Private Wealth Management. Jay is proud to serve the wealth management needs of exceptional clients at all phases of life. The team’s clients count on Jay and the Family Office Group for their experience, trusted advice and commitment to the highest level of service.

    Jay focuses on exceptional families and individuals who need institutional level investment guidance. He specializes in balance sheet management and strategies that use illiquid long-term investment solutions to help clients reach their goals.

    Jay joined UBS in 2008 and is a part of a select group of advisors who hold both designations of Private Wealth Advisor and Family Office Consultant. He also served as a lead in the UBS Global Family Office for two years. Working exclusively with ultra-high net worth clients, Jay began his career at Goldman Sachs followed by U.S. Trust Bank of America Private Wealth Management. Jay earned a B.A. in political science with a minor in economics from Texas A&M University, and he also studied European economics and politics in Vienna, Austria. Jay has the Series 3, 7, 31, 63, and 65 securities licenses.

    Jay lives in Austin, Texas with his wife, Susie, and their two dogs, Ellie and Blue. He has three children – Allie, Harrison, and Julia. Allie and her husband, Jed, live in Vermont with their son, Quinn, and daughter, Zadie; Harrison lives in Southern California; and Julia lives in Brooklyn. In his free time, Jay enjoys traveling with his family, spending time with his children and grandchildren, attending his son’s track meets, hunting, fishing and cooking in his outdoor kitchen.

     

    • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Private Wealth Advisor
      6070 Poplar Avenue
      Triad Center III
      Memphis, TN 38119
      jay.w.williams@ubs.com
      Jay W. Williams
      6070 Poplar Avenue,Memphis,TN,38119
    • Aaron Fuller

      Aaron G. Fuller, CIMA®

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      As the team's lead investment consultant, Aaron is dedicated to building trusted relationships with clients by focusing on their long-term investment outcomes. He focuses exclusively on managing significant wealth for exceptional families and family offices. Aaron is passionate about research and understands that a comprehensive perspective on the global economy is necessary in today’s environment.  Aaron works closely with the Portfolio Advisory Group and Investment Manager Research team at UBS to create strategic asset allocation portfolios. This is accomplished by building highly customized portfolios, directing capital to equities, fixed income, structured risk strategies, and alternative investments. 

      Prior to joining UBS in 2008, Aaron worked at U.S. Trust, Bank of America, as an investment consultant to ultra-high net worth clients and Merrill Lynch Private Banking and Investment Group as a portfolio analyst. Aaron is a part of a small subset of advisors within UBS Private Wealth Management with the title of Private Wealth Advisor. He obtained his CIMA® designation through the Wharton School of the University of Pennsylvania. He has a B.S. in Accounting from Emory & Henry College, and he earned his M.B.A in Finance from the Whitman School of Management at Syracuse University. 

      Outside of the office, Aaron loves spending time with his family on their cattle farm in Virginia. He is also a guitar enthusiast and budding collector. 

          • Private Wealth Advisor
          3102 West End Avenue
          Suite 500
          Nashville, TN 37203
          aaron.fuller@ubs.com
          Aaron G. Fuller, CIMA®
          3102 West End Avenue,Nashville,TN,37203
        • Lyndsey Harmon

          Lyndsey W. Harmon, CFP

          Authorized Officer

          Team Business Manager

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          Lyndsey has spent her entire career working closely with ultra-high net worth families. Organized and detail-oriented, she supports each member of The Family Office Group and manages the team’s processes and procedures so all members can thrive in their roles and bring the most to the team’s clients. She is also instrumental in coordinating the team’s client participation in UBS events. Lyndsey allows her personal and family values to help guide her professional life and especially appreciates the opportunity to work with such a select group of individuals and families, building relationships with successive generations. Lyndsey is proud of the difference she makes in the lives of clients every day by offering exceptional service that consistently exceeds expectations.

          Lyndsey has more than fifteen years of experience working in the financial services industry with a focus on client service and team management. Prior to joining UBS in 2008, she began her career with U.S. Trust Bank of America Private Wealth Management. Lyndsey is a CERTIFIED FINANCIAL PLANNER™ professional and has her Series 7 and 66 securities licenses and Life and Health Insurance licenses. She has a B.B.A in managerial finance and banking and finance, a double major from the University of Mississippi where she graduated summa cum laude and attended on an academic and athletic soccer scholarship.

          Lyndsey lives in her hometown of Germantown, TN with her husband, Brad, and their three children and three pets. She is very involved with her church and active in her local community. Lyndsey enjoys spending time with her family, playing and watching sports, being outdoors, and helping coach her children’s sports’ teams.

              • Team Business Manager
              6070 Poplar Avenue
              Triad Center III
              Memphis, TN 38119
              lyndsey.williams@ubs.com
              Lyndsey W. Harmon, CFP
              6070 Poplar Avenue,Memphis,TN,38119
            • Rachel Wohlfarth

              Rachel K. Wohlfarth

              Senior Wealth Strategy Associate

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              With her background as a licensed attorney, Rachel is able to offer a holistic level of estate and tax planning services. She is trusted to work closely with clients’ estate and tax attorneys, and she provides guidance on estate planning strategies, income and transfer tax planning, family office structuring, business succession planning, charitable planning, philanthropy, and family governance. Her exceptional and discerning clients require the expertise of institutional-level service. Rachel earns clients’ trust by working with them and their closest advisors with integrity, compassion and professionalism. Whether working with family offices or directly with families, Rachel and the team are highly collaborative and thorough.

              A part of one of UBS’s top Private Wealth Management teams, Rachel is able to coordinate direct access to the global resources of the firm. This may include the Advanced Planning Group, Family Advisory and Philanthropy Services and other key experts, specialists and essential banking services worldwide. Prior to joining UBS, Rachel worked as in-house counsel for four years for the single-family office of RBM Venture Company. She is licensed to practice law in Tennessee and holds her Series 7 and 66 securities licenses. Rachel has an LLM in taxation from Villanova University Charles Widger School of Law, J.D. from the University of Memphis Cecil C. Humphreys School of Law, and B.A. in International Studies with minors in French and History from The University of Memphis. 

              Rachel enjoys cooking, yoga, traveling, reading, health/wellness, and spending time with her daughters, Evie and Marie, and her husband, Andy. 

                    6070 Poplar Avenue
                    Triad Center III
                    Memphis, TN 38119
                    rachel.wohlfarth@ubs.com
                    Rachel K. Wohlfarth
                    6070 Poplar Avenue,Memphis,TN,38119
                  • Callie Vann

                    Callie W. Vann

                    Senior Wealth Strategy Associate

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                    Callie has worked with ultra-high net worth families since joining UBS Private Wealth Management in 2018. Along with the rest of the team, she leverages UBS specialty groups and resources exclusive to ultra-high net worth individuals and family office clients to ensure their institutional investment and legacy needs are met. As an investment analyst, she focuses on implementing asset allocations, portfolio construction, manager due diligence, alternative investments, cash management, reporting and trade execution.

                    Callie is a proud member of Luminary and All Bar None, organizations dedicated to supporting and empowering women in their careers and was also recognized by the firm as a Peak Performer. She received her B.S. in integrated marketing and communications with minors in Spanish and business administration from the University of Mississippi. She also holds the Series 7 and 66 securities licenses. Prior to joining UBS, Callie worked as a public relations consultant at BCW Global and serviced transportation, e-commerce and United States Armed Forces clients.

                    Callie is a cooking and art enthusiast, enjoys traveling with her husband, and loves visiting her family’s multigenerational cotton and rice farm in Arkansas.

                          3102 West End Avenue
                          Suite 500
                          Nashville, TN 37203
                          callie.vann@ubs.com
                          Callie W. Vann
                          3102 West End Avenue,Nashville,TN,37203
                        • AWD

                          Anne Watkins Davidson

                          Client Associate

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                          Anne Watkins is focused on providing diligent and efficient client service for The Family Office Group. She directs and implements the onboarding and maintenance of the team’s client relationships including day-to-day operational needs and cash management. Anne Watkins also supports her colleagues in the areas of financial planning and investment allocation. She enjoys problem-solving and is committed to delivering excellent service by anticipating the needs of clients and ensuring a smooth and holistic client experience at every level. 

                          Prior to joining UBS Private Wealth Management in 2021, Anne Watkins worked for two years in the finance and fundraising department for a Texas gubernatorial candidate. She graduated Summa Cum Laude from the University of Mississippi with a B.S. in integrated marketing communications and minors in art and business administration from the Sally McDonnell Barksdale Honors College. She also holds her Series 7 and 66 securities licenses. 

                          Outside of the office, Anne Watkins enjoys reading, cooking for friends, walking with her dog Kudzu, and trying out a new spot on the restaurant scene with her husband, Andrew

                                6070 Poplar Avenue
                                Triad Center III
                                Memphis, TN 38119
                                anne.davidson@ubs.com
                                Anne Watkins Davidson
                                6070 Poplar Avenue,Memphis,TN,38119
                              • Harrison

                                Harrison F. Williams

                                Client Associate

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                                  Harrison joined UBS and The Family Office Group as an investment analyst in 2021. He will be assisting the team with due diligence of investment opportunities for clients. Harrison has a B.S. in engineering product design from Stanford University where he attended on an athletic scholarship for track and field.

                                  Harrison lives at the Olympic Training Center in Chula Vista, CA where he is currently training for the 2024 Olympics in the Decathlon. In his free time, he enjoys watching the Astros and learning to play the guitar.

                                   

                                        6070 Poplar Avenue
                                        Triad Center III
                                        Memphis, TN 38119
                                        harrison.williams@ubs.com
                                        Harrison F. Williams
                                        6070 Poplar Avenue,Memphis,TN,38119
                                      • David Leibell

                                        Executive Director

                                        Advanced Planning/Family Office Solutions Group

                                        David serves as a Senior Wealth Strategist in Private Wealth, splitting his time between New York and Stamford. David focuses on comprehensive strategies to assist UBS clients with their complex financial needs such as preservation, transfer and management of wealth. He serves as an internal resource for UBS clients on all issues related to tax, estate planning, philanthropy, family business succession and wealth planning.

                                        Education
                                        After receiving a B.A. from Trinity College, David continued to earn a J.D. from Fordham Law School and an LL.M. in taxation from New York University.

                                        Professional History

                                        Prior to joining UBS, David worked at Wiggin and Dana where he was a partner in the Private Client Services Department focusing on the representation of wealthy individuals and families, along with business succession and charitable planning. Prior to Wiggin and Dana, he was a partner in the Private Clients Group at Cummings & Lockwood.

                                        Affiliations

                                        David is on the advisory boards of the Central Park Conservancy, the Fairfield County Community Foundation and AmeriCares, as well as a former member of the Estates and Gifts Committee of the New York City Bar.

                                        Publications and Speeches

                                        David has authored over one hundred articles on charitable, estate and tax planning and given several hundred lectures and webinars to lawyer and non-lawyer audiences throughout the United States. He serves as the Chairperson of the Family Business Committee for Trusts and Estates Magazine and was previously the Chairperson of the Charitable Giving Committee for Trusts and Estates Magazine for eight years. While practicing, he was listed in The Best Lawyers in America for two practice areas – Trusts and Estates and Charities/Non-Profits, as well as Connecticut Super Lawyers.
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                                        Judy Spalthoff

                                        Head of Family and Philanthropy Advisory

                                      • Nicole Sebastian

                                        Executive Director

                                        Family Advisor/Family Office Solutions Group

                                        In January 2019, Nicole joined the newly formed Family Office Solutions (FOS) team within UBS Private Wealth Management, serving as a Senior Strategist representing Family Advisory and Philanthropy Services Americas. Nicole works closely with Advisors in Private Wealth Management, where FOS delivers dedicated and comprehensive services to ultra-high net worth clients. 

                                        Nicole joined UBS in 2014 to establish and lead the UBS Optimus Foundation presence in the U.S.; a global network that supports programs focused on the potential to be transformative, scalable and sustainable in the areas of health, education and child protection. Under her leadership, the Foundation platform became available to all clients and employees of UBS Financial Services, and this offering now serves as a true differentiator and is a core component in delivering the firm.

                                        Nicole has over two decades of experience in the non-profit, philanthropic and corporate sectors, and brings a wealth of knowledge in non-profit management, corporate and nonprofit governance, fundraising, performance assessment, leadership advisory services and policy research. Previously, Nicole held roles with Heidrick & Struggles, Robin Hood Foundation, VCG Governance Matters, French-American Chamber of Commerce, Saint-Gobain Desjonquères, UNICEF and UNDP. She has served as an Adjunct Professor at Columbia University, teaching a graduate-level Strategic Management course, and currently serves as an Adjunct Professor and Advisor for NYU Stern's Board Fellows Program, a year-long experiential class offered to second-year MBA candidates.

                                      • Matthew Newton

                                        Director

                                        Art Advisory Specialist, Family Office Solutions

                                        Matthew is a Director and Art Advisory Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100mm+ clients and family offices in partnership with Private Wealth Advisors. In this role, Matthew works with clients and their advisors on a consultative basis and as a thought partner to assess their needs and offer solutions through a suite of services focused on art collecting, collection management, art legacy, art historical education, due diligence processes, and risk management related to collecting. FOS Art Advisory seeks to assist ultra-high net worth clients with bespoke and custom advice to build and maintain exceptional art collections in context of their overall wealth management. Additionally, Matthew supports Private Wealth Advisors with customized art and collecting educational initiatives aimed at helping advisors connect meaningfully with clients in their passion asset.

                                         

                                        Before joining UBS, Matthew developed a decade-long career in the commercial fine art gallery space, culminating as Associate Director at Michael Rosenfeld Gallery LLC, New York where, along with the gallery owners, he helped position the gallery as a distinguished top leader among fine art institutions. In that role, he provided thought leadership, trusted perspective, and personalized practical guidance supporting prominent collections. He also contributed directly to the curatorial vision of gallery exhibitions, directed the global art fair program, managed strategic initiatives and special projects including large-scale public commissions, artist estate management, and ambitious museum lending efforts. His integrated art world experiences provide an array of resources and perspectives in service of comprehensive collecting guidance
                                      • Jennifer Miara

                                        Jennifer Miara

                                        Executive Director

                                        Ultra High Net Worth Lending Specialist, Lending Origination

                                        Jennifer Miara is an Executive Director, Tailored Lending Specialist with over 20 years of experience in wealth management with a specialty both in HNW, UHNW, and commercial banking and lending. Some of Jennifer’s accomplishments include working as business head of banking and lending for a top 10 RIA and their family office services, running the national banking and lending group for UHNW clients at US Bank directly with the group’s chief credit officer, and also helping manage several of the top 10 AmLaw 100 global law firms.

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                                        Roland Antonides

                                        Executive Director

                                        Global Family Office Group

                                      Global Wealth Report 2024

                                      Crafted wealth intelligence

                                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                      Gain additional insights into the trends shaping wealth in the US and around the world.

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