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Access and opportunity for exceptional families

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 (PWAs) who have earned the Family Office Consultant (FOC) business designation. They have 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

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
  • Jay Williams

    Jay W. Williams

    Managing Director–Wealth Management

    Financial 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.

    “I am proud to serve the wealth management needs of exceptional clients at all phases of life. Highly successful individuals and families count on our team for our experience, trusted advice and commitment to the highest level of service.”

    Jay focuses on exceptional families and individuals who need an institutional level of investment guidance. Dividing his time between clients in Memphis, New York and the West Coast, Jay specializes in balance sheet management and strategies that use illiquid long-term investment solutions to help them reach their goals.

    Experience

    • Previously served two years as a lead in the UBS Global Family Office
    • Joined UBS with his team in 2008
    • Began his career at Goldman Sachs, followed by five years at U.S. Trust Bank of America Private Wealth Management
    • Studied European economics and politics in Vienna, Austria

    Credentials

    • UBS Private Wealth Management accreditation
    • Series 3, 7, 31, 63 and 65 securities licenses
    • B.A., political science with a minor in economics, Texas A&M University

    Life

    • Lives in Austin, TX with his wife, Susie, and two labs, Ellie and Blue
    • Has three adult children and one grandchild: Allie with husband Jed and their son Quinn (Austin, TX), Harrison (Chula Vista, CA), and Julia (Brooklyn, NY)
    • Enjoys cycling, traveling with his family, attending his son’s track meets, hunting and cooking in his outdoor kitchen

     

    • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021, 2022
      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, 2022The 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, 2022The 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.

        6070 Poplar Avenue
        Triad Center III
        Memphis, TN 38119
      • Aaron Fuller

        Aaron G. Fuller, CIMA®

        Associate Director

        Financial 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 goals. He, and the entire team, focus exclusively on managing significant wealth for exceptional families and family offices. He always keeps his clients’ best interests in mind, especially in determining allocations, selecting money managers, deciding on alternative investment strategies and executing trades.

        “ I am passionate about research. Today, you need a comprehensive perspective on the global economy. ”

        With his experience as an analyst and in macroeconomic research, Aaron helps design and implement strategic asset allocations. He builds highly customized portfolios by directing capital to equities, fixed income, structured solutions and alternative investments. Aaron bases his strategies and recommendations on extensive research, especially the impact of global political and economic trends, indicators and market outlooks.

        Experience

        • Joined UBS in 2008
        • U.S. Trust Bank of America Private Wealth Management
        • Citigroup Global Markets, investment consulting to UHNW clients
        • Began his career as a portfolio/equity analyst with a consulting team at Merrill Lynch Private Banking and Investment Group

        Credentials

        • CIMA®, designation through the Wharton School of the University of Pennsylvania
        • M.B.A., Whitman School of Management, Syracuse University
        • B.S., accounting, Emory & Henry College

        Life

        • Married to Susan Fuller, with two children, Emily and Daniel
        • Loves to spend time with his kids on the family's cattle farm in Virginia
        • Current board member of Elevated Development, a non-profit focusing on financial literacy to help narrow the wealth gap in the greater Nashville area
        • Enjoys reading non-fiction books on US economic history and biographies/autobiographies about musicians
        • Guitar enthusiast and budding collector

              3102 West End Avenue
              Suite 500
              Nashville, TN 37203
            • Lyndsey Harmon

              Lyndsey W. Harmon, CFP

              Authorized Officer

              Senior Wealth Strategy Associate

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              Lyndsey has spent her entire career working closely with ultra high net worth families, helping each generation by understanding their unique needs and family dynamics. Organized and detail-oriented, she supports each member of the team so they can thrive in their roles and bring the most to the team’s clients. She especially appreciates the opportunity to work with such a select group of individuals and families, building relationships with successive generations.

              “I love being able to work directly with clients. My personal and family values help guide my professional life.”

              As a CERTIFIED FINANCIAL PLANNER™ professional, Lyndsey works with clients on planning and cash management. She is specifically focused on providing cash flow analysis and account management and maintenance. Lyndsey has been instrumental in coordinating the team’s client participation in UBS events and has also assisted in organizing a multi-day event exclusively for the firm’s UHNW clients. She is most proud of the difference she makes in the lives of clients every day by offering exceptional service that consistently exceeds expectations.

              Experience

              • Joined UBS in 2008
              • Began her career with U.S. Trust Bank of America Private Wealth Management

              Credentials

              • CERTIFIED FINANCIAL PLANNER™ professional
              • Series 7 and 66 securities licenses
              • Life and Health Insurance licenses
              • B.B.A in managerial finance and banking and finance (double major), University of Mississippi, summa cum laude, academic and athletic scholarship (soccer)

              Life

              • Lives in her hometown of Germantown, TN with her husband, Brad, and their children, Bailey Kate, Miller and Baker, and their pets MaeBelle, Reggie, and Wini
              • Is very involved with her church and active in her local community
              • Enjoys spending time with her family, playing and watching sports, specifically soccer and basketball, and being outdoors
              • Has long held a fascination with reading historical accounts and other nonfiction books about the Second World War

                    6070 Poplar Avenue
                    Triad Center III
                    Memphis, TN 38119
                  • Rachel Wohlfarth

                    Rachel Kelly 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 philanthropy, trust administration, business succession planning, risk management, wealth transfer and family governance. Her exceptional and discerning clients require the expertise of institutional-level service.

                    “Clients trust us for our integrity, compassion and professionalism. Whether working with family offices or directly with families, we 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 and other key experts, specialists and essential banking services worldwide.

                    Experience

                    • Prior to joining UBS, Rachel worked as in-house counsel for four years for the single-family office of R. Brad Martin, former CEO of Saks

                    Credentials

                    • Licensed to practice law in Tennessee (member of the TN Bar)
                    • Series 7 and 66 securities licenses
                    • LLM, Villanova University Charles Widger School of Law
                    • J.D., University of Memphis Cecil C. Humphreys School of Law
                    • B.A., international studies, University of Memphis; minors in history and French

                    Life

                    • Resides in Memphis, TN with her husband, Andy, and daughters, Evelyn and Marie
                    • Enjoys spending time with family, cooking, yoga, traveling, reading and health/wellness

                          6070 Poplar Avenue
                          Triad Center III
                          Memphis, TN 38119
                        • Callie Vann

                          Callie W. Vann

                          Client Associate

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                          • AK
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                          Callie will be supporting the team as an investment analyst.  Her primary responsibility will be helping family office clients to create asset allocation plans.  She will focus on manager due diligence, cash management and trade execution. 

                          Experience

                          • Joined UBS Private Wealth Management in 2018
                          • Began her career as a public relations consultant to FedEx and the U.S. Navy at Burson Cohn & Wolfe, formerly Burson-Marsteller

                          Credentials

                          • Series 7 and 66 securities licenses
                          • B.S., integrated marketing & communications, the University of Mississippi, academic scholarship, minors in Spanish and business

                          Life

                          • Lives in Dallas, TX with her husband, Keaton Vann
                          • Is an active member of Park Cities Presbyterian Church
                          • Loves spending time in Arkansas visiting her family’s cotton and rice farm
                          • Enjoys exploring local art, music and restaurant scenes, and traveling  

                                3102 West End Avenue
                                Suite 500
                                Nashville, TN 37203
                              • Harrison Williams

                                Harrison Williams

                                Client Associate

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                                  Harrison joined the team in 2021 as an investment analyst. His primary responsibilities will be assisting the team with due diligence of investment opportunities for clients and gaining experience in Private Wealth Management.

                                  Credentials

                                  • B.S., Engineering Product Design, Stanford University, athletic scholarship (track and field) 

                                  Life

                                  • Lives at the Olympic Training Center in Chula Vista, CA

                                  • Currently training for the 2024 Olympics in the Decathlon

                                  • Enjoys watching the Astros and learning to play the guitar in his free time

                                        6070 Poplar Avenue
                                        Triad Center III
                                        Memphis, TN 38119
                                      UBS lobby

                                      Elite access

                                      Three generations

                                      Comprehensive planning

                                      UBS building

                                      Investment management

                                      Business

                                      Your family office

                                      Family photos

                                      Estate planning strategies and philanthropy

                                      Tree roots

                                      Educating each generation

                                      City

                                      Pursuing your goals

                                      See how we helped two exceptional families

                                      Learn about how we worked closely to help two families pursue their goals. We took a team approach to build a unified plan for a family's complex wealth challenges. And we helped a successful family navigate a major liquidity event: the sale of their privately held business.

                                      “In today‘s uncertain economy, you need a team that is proactive, providing a global network of resources.”

                                      — Aaron Fuller, CIMA®

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      15.0%

                                      CET1 capital ratio
                                      UBS is one of the world’s best-capitalized banks

                                      UBS Financial Reporting as of 12/31/2021

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                                      Bank for IPO and Equity Raising 
                                      The Banker, Investment Banking Awards, 2020

                                      Financial strength

                                      Driving confidence.
                                      Aa3 (stable) Moody’s
                                      A+ (stable) Standard & Poor’s

                                      UBS AG, long-term senior secured debt rating. As of 11/23/2021

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