Lasting relationships. For all that matters


We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Young family at the beach

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Matt Odom

    Matthew Odom, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NM
    • NV
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WV

    Matt has over 20 years of experience helping financial services clients. Matt leads the financial planning process, and also serves as portfolio manager—overseeing the evaluation and implementation of his client's investment models. Matt is a native of Richmond, Virginia and is a proud graduate of the University of North Carolina at Chapel Hill.

    Matt is a CERTIFIED FINANCIAL PLANNER™ and is Series 7, 66, and 31 licensed. He also maintains health, life, and variable annuity insurance licenses in multiple states.

    Matt takes great joy in helping clients face and overcome challenges in their personal, business and financial lives. He stays involved in the local community and enjoys participating in philanthropic roles such as Junior Achievement and the American Heart Association. Matt has also served in several leadership roles at his church.

    Matt and his wife Lane are the proud parents of two children, Emily and Andrew. They enjoy playing tennis, traveling, hiking, trying new restaurants, attending concerts, and watching UNC basketball and football.

    • Forbes Best-in-State Wealth Advisors, 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.

        800 South Gay Street
        Suite 2600
        Knoxville, TN 37929
        Matthew Odom, CFP®
        800 South Gay Street,Knoxville,TN,37929
      • Mary Adkins

        Mary Adkins

        Team Administrator

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        • AL
        • TN

        Mary is responsible for day-to-day operations and administration. This includes following up on client and advisor requests to ensure that deadlines are met and associated documentation is complete. Mary also oversees the new client onboarding process and client education on investment services and capabilities. Mary has been in the financial services industry since 1981 and has worked with Matt for over 17 years. She holds Series 7 and 63 licenses.

        Mary is passionate about ensuring that clients’ day-to-day financial lives run seamlessly so that they can pursue their goals with ease.

        Mary and her husband Gary have been married for more than 40 years. They have two daughters, Alli and Lindsay, and two grandsons, Greyson and Asher. In her free time, Mary enjoys spending time with her family, especially her grandchildren, playing games and vacationing on the beach in the Gulf of Mexico where she plans to retire.

              Home Worker TN
              Home Worker TN, TN 000
              Mary Adkins
              Home Worker TN,Home Worker TN,TN,000
            • Mikayla Headshot

              Mikayla Teal

              Client Associate

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              • TN

              Mikayla is responsible in assisting with daily operations and administration. This includes completing requests to ensure that deadlines are met and associated documentation is complete. Mikayla has worked in financial services since 2020. She holds Series 6, 7, 65, and 63 licenses.

              Mikayla is passionate about learning more about financial education so she can help clients gain a better understanding and assist in supporting clients and Matt. 

              Mikayla enjoys spending time with her family, traveling to new places, going to sporting events, and watching reality tv. She is a native to the East TN area.

                    800 South Gay Street
                    Suite 2600
                    Knoxville, TN 37929
                    Mikayla Teal
                    800 South Gay Street,Knoxville,TN,37929

                  Defining your priorities. Pursuing what matters.

                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                  UBS and Credit Suisse—stronger than ever

                  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.

                  Download the report


                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager