Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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 ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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 ubs.com/us/en/designation-disclosures.
Team Administrator
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.
Team Administrator
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.
Client Associate
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.
Client Associate
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.
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 ubs.com/us/en/designation-disclosures.
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 ubs.com/us/en/designation-disclosures.
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