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

How we work with our clients

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 W. Williams

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- LA
- MA
- MS
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WY
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, 2023
  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 G. Fuller, CIMA®

Associate Director

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- LA
- MA
- MS
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WY
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 W. Harmon, CFP

Authorized Officer

Team Administrator
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- LA
- MA
- MS
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WY
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 Kelly Wohlfarth

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- LA
- MA
- MS
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WY
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 W. Vann

Wealth Management Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MI
- MO
- MS
- MT
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WY
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

Client Associate
View bio
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

Jay W. Williams

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- LA
- MA
- MS
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WY
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, 2023
  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 G. Fuller, CIMA®

Associate Director

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- LA
- MA
- MS
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WY
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 W. Harmon, CFP

Authorized Officer

Team Administrator
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- LA
- MA
- MS
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WY
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 Kelly Wohlfarth

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- LA
- MA
- MS
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WY
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 W. Vann

Wealth Management Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MI
- MO
- MS
- MT
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WY
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

Client Associate
View bio
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

Elite access

Connecting you to the resources and network of UBS

As UBS Private Wealth Advisors, we can provide access to the highest levels of senior leadership at the firm, our global platforms, and a vast network of financial and intellectual experts in Wealth Management, Asset Management and our Private and Investment Banks. By teaming with other select UBS Advisors and by working directly with your accountants and estate attorneys, we can get you the right resources at the firm, directly and efficiently.

Comprehensive planning

Wealth strategies for each generation

Through our unified financial planning process, we help prioritize your pre- and post-liquidity goals, establish your proper asset allocation, manage risk, and assess estate and charitable planning strategies. With our team’s extensive private wealth background, we bring an experienced perspective to the intersection of wealth management and estate planning. In that way, we can help you care for future generations and charitable organizations with the least possible tax impact.

Investment management

Institution-level solutions for individual clients

By listening and aligning with your objectives, we focus on asset allocation strategies that allow for sensible growth and help mitigate risk. Because of our close association with investment managers on UBS‘s open platform, we communicate regularly and closely track performance, rebalancing and making adjustments for life changes and economic conditions.

Multi-step investment process
Tailored asset allocation
Global private equity and private real estate
Management of illiquid, concentrated positions
Investment advisory fiduciary responsibility

Your family office

A customized advisory platform

We seamlessly integrate comprehensive wealth management with institutional-level investment solutions for family offices. Our team also understands the dynamics of families working together to make important life decisions. Working with the UBS Global Family Office and Family Advisory and Philanthropy Services groups, we can help bridge generations to offer advice on family decision-making, business transition, wealth transfer and family office governance. Collaborating with our Family Office Solutions Group, we bring the best of UBS insight and expertise to our clients—helping them explore highly bespoke opportunities for growth, capital preservation and wealth transition.

Estate planning strategies and philanthropy

Helping your wealth create greater impact

We help ensure your assets are preserved and transferred to future generations and charitable organizations in a tax-efficient manner. Collaborating with your tax and legal specialists, we’ll help you achieve your specific estate planning and charitable giving goals. That’s how we’ll help the wealth you leave behind create more impact for the people and causes who mean so much.

Pre-transaction planning
Tax liability minimization
Wealth transfer strategies and vehicles
Charitable giving strategies

Educating each generation

Shaping your multigenerational legacy

When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation. Attuned to preserving the financial independence of your entire family, we can help structure a deliberate and meaningful family legacy and direct capital to reflect your values.

Proprietary financial literacy program
Proprietary access to exclusive UBS events, including the Young Successors Program and Philanthropy Forum
Business succession planning
Family foundation considerations, set-up and supervision
Financing and advisory solutions for real estate, art collections, aircraft, hedge fund portfolios, securities backed lending and more

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®

How we work with clients

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

Most
Innovative

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

Access and opportunity for exceptional families

Private Wealth Management

Jay W. Williams

Aaron G. Fuller, CIMA®

Lyndsey W. Harmon, CFP

Rachel Kelly Wohlfarth

Callie W. Vann

Harrison Williams