Financial planning and beyond

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

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[Wealth Way] Multigenerational planning

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.

  • John Reynolds

    J. Robert Reynolds, CFP

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER®

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    • AL
    • AR
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MS
    • MT
    • NC
    • NH
    • NM
    • NV
    • NY
    • OH
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    Robert began his financial services career with Morgan Stanley in Nashville, TN before joining UBS as Vice President – Investments in its Franklin, TN office. In addition to earning his Certified Financial Planner certification, Robert received a Bachelors in Engineering from Auburn University and a Masters of Administrative Science from the University of Alabama – Huntsville. Robert's well-rounded education and financial qualifications are foundations for his ability to thrive in the financial services world. His heart for relationships and passion for this industry has served him well in his dealings with clients. Robert has also served as a board member and officer for many organizations including the Nashville Symphony, Nashville Sports Council, Brentwood Kiwanis Club, Telephone Pioneers, American Cancer Society, and Brentwood United Methodist Church. Robert and his wife, Shirley, live in Brentwood, TN, where they have raised three children. In his spare time, Robert enjoys playing guitar, solving math puzzles and following college sports.

    • Forbes Best-in-State Wealth Advisors, 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.

      • CERTIFIED FINANCIAL PLANNER®
      6100 Tower Circle
      Suite 100
      Franklin, TN 37067
      john.r.reynolds@ubs.com
      J. Robert Reynolds, CFP
      6100 Tower Circle,Franklin,TN,37067
    • James Candella

      James Candella

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AR
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • MI
      • MS
      • MT
      • NC
      • NH
      • NM
      • NV
      • NY
      • OH
      • OR
      • SC
      • TN
      • TX
      • UT
      • VA
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      • WV

      Jim has over 22 years of experience in the financial services industry which he started at Morgan Stanley. It was there that he earned the designation of Retirement Planning Specialist, equipping him to handle the financial future of a growing clientele. He achieved the prestigious designation of Wealth Advisor, which uniquely qualifies him to cater to the specific needs of high net worth clients, their families, and their businesses. Jim is a native of Nashville, TN, even receiving a Bachelor of Science degree in Business from the Middle Tennessee State University. Upon graduation, he worked in several sectors including owning and operating two businesses: an international sales and marketing firm, as well as a consulting firm based on the Americans with Disabilities Act. Jim's heart and passion for the well-being of those he works with and for makes him an ideal collaborator. Jim is a passionate believer in giving back to the community that raised him. He supports several charitable organizations including his home church of Brentwood Baptist Church. He has served on the board of the Tennessee Wildlife Federation, United Cerebral Palsy and ABLE Youth. An avid outdoorsman, Jim enjoys spending time outside with his wife Tammy, daughter Vivian and labrador retriever Bella.

            6100 Tower Circle
            Suite 100
            Franklin, TN 37067
            james.candella@ubs.com
            James Candella
            6100 Tower Circle,Franklin,TN,37067
          • Brent Thompson

            Brent Thompson

            Vice President–Wealth Management

            Financial Advisor

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            • AL
            • AR
            • CA
            • CO
            • DE
            • FL
            • GA
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • MI
            • MS
            • MT
            • NC
            • NH
            • NM
            • NV
            • NY
            • OH
            • OR
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA
            • WV

            With over 25 years of experience, I am a problem solver who listens to your concerns and provides solutions.  Backed by the research and resources of one of the world's largest wealth management firms, I walk with you during changing times, with guidance based on plans we make together, ahead of time.

            I started my career at JC Bradford, and have been with UBS since 2000. I grew up in Williamson County, Tennessee, and played football and wrestled for Franklin High School. I earned a BS at Brigham Young University. I am married to my college sweetheart. We are blessed with two daughters, a son, a son-in-law, and an energetic Labrador/Australian dog. I have finished three marathons, and I am a fan of SEC football.  I enjoy reading and fishing our beautiful Tennessee rivers in a kayak or canoe.

            My favorite community service is disaster relief.  I often travel to hard-hit areas to remove fallen trees or debris from homes after hurricanes, tornadoes, or floods.  Other service has included Second Harvest Food Bank, Boy Scouts of America, Williamson County School Athletics, Giving Machines Nashville, and church service.  I am an Eagle Scout.

                  6100 Tower Circle
                  Suite 100
                  Franklin, TN 37067
                  brent.thompson@ubs.com
                  Brent Thompson
                  6100 Tower Circle,Franklin,TN,37067
                • David Reynolds

                  David Reynolds

                  Authorized Officer

                  Financial Advisor

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                  • AL
                  • AR
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • IL
                  • IN
                  • KS
                  • KY
                  • LA
                  • MA
                  • MD
                  • MI
                  • MS
                  • MT
                  • NC
                  • NH
                  • NM
                  • NV
                  • NY
                  • OH
                  • OR
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WI
                  • WV
                  • WY

                  David began his financial services career with UBS in 2014 with the firm’s Workplace Wealth Services group in Nashville, TN. A native of Middle Tennessee, David carries Series 7, 9, 10, 31, 63 and 65 licenses, and he holds a bachelor’s degree from the University of North Carolina (Chapel Hill). David joined the Legacy Group in 2022 and takes a comprehensive approach to financial planning. He takes into consideration his clients’ overall financial situation to develop a financial plan that addresses their unique needs and circumstances. He believes in creating long-term relationships with his clients, and he is committed to providing his clients with the highest level of service and guidance.

                  Prior to his time at UBS, David worked in journalism in North Carolina and Virginia. He enjoys golf, frisbee, and biking and running on Nashville’s parks and greenways, and he lives in the city with his wife, Aubrey, their son, and their border collie, Ralph.

                  David volunteers at Nashville’s Second Harvest Food Bank in his spare time, and he loves watching Tennessee Titans football and North Carolina athletics.

                        6100 Tower Circle
                        Suite 100
                        Franklin, TN 37067
                        david.reynolds@ubs.com
                        David Reynolds
                        6100 Tower Circle,Franklin,TN,37067
                      • Carole Kent

                        Carole Kent

                        Senior Client Associate

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                        • TN

                        Carole Kent is a Senior Team Associate for the Legacy Group.  She is committed to building long-term client relationships through exceptional service.  She carries the Series 7, 66, 9 & 10 licenses.

                        Carole has almost 40 years of experience with UBS.  Prior to her current role, she held the position of Executive Director Divisional Administrative Officer. Her responsibilities included staffing, support and supervision of operations processing, coaching, performance management and service excellence. In her leadership role, she was in a position to identify, empower and promote the talent in the Division.

                        During her time at UBS,  Carole has volunteered at various middle schools for Junior Achievement teaching the value of interviewing and resume building.  She has also led several collection drives for Dress for Success and her most successful collection drive was for Soles4Souls where in partnership with 30 other UBS locations collected over 2000 pairs of shoes.  Carole has received the women's network All Bar None Most Valuable Player Award for her work with financial literacy for high school students and the Aspire Award for her contribution as a "culture carrier" in the branch and market.

                        Carole is a graduate of the University of Tennessee with a BS in Business Administration.  She was a member of the Pride of the Southland band all 4 years while in college.  She is married with two sons and in her free time volunteers for her church, enjoys sewing, travel, including visiting the national parks, and cheering on the Nashville Predators hockey team and the Atlanta Braves.

                              6100 Tower Circle
                              Suite 100
                              Franklin, TN 37067
                              carole.kent@ubs.com
                              Carole Kent
                              6100 Tower Circle,Franklin,TN,37067
                            • ashley

                              Ashley Williams

                              Client Associate

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                                Ashley has worked with UBS Financial Services, Inc. since 2018. She is committed to building intentional relationships with clients through dedicated service. A graduate of Union University, she earned her Bachelor of Arts in photography, with a business management minor.

                                Ashley is from Nashville, TN and has no plans to leave her hometown. She’s a huge Alabama Crimson Tide fan. She is married and has two boys, Camden and Boston. She loves to spend time with family and her favorite thing to do in her free time is puzzles.

                                      6100 Tower Circle
                                      Suite 100
                                      Franklin, TN 37067
                                      ashley-za.williams@ubs.com
                                      Ashley Williams
                                      6100 Tower Circle,Franklin,TN,37067

                                    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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                                    ElectionWatch 2024

                                    24 questions for the '24 US election

                                    Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                                    The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                                    Download the report

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