Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Three generations in front yard
Team Photo

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

    Financial Advisor

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

    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.

          6100 Tower Circle
          Suite 100
          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
          • IA
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • MI
          • MN
          • MS
          • MT
          • NC
          • NE
          • NH
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WV
          • WY

          Jim began his financial services career with 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 recently 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 also 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 also serves on the board of the Tennessee Wildlife Federation. An avid outdoorsman, Jim enjoys spending time outside with his loving wife Tammy and beautiful daughter Vivian.

                6100 Tower Circle
                Suite 100
                Franklin, TN 37067
              • Brent Thompson

                Brent Thompson

                Vice President–Wealth Management

                Financial Advisor

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

                Your questions go beyond investing, and your time is valuable. As a wealth management professional, with over 25 years of experience, I listen to your concerns and work to provide solutions.

                Backed by the research and resources of the world's largest wealth management firm, I try to use time-honored principles and best practices to help empower you and your loved ones to live your best life. I feel I am a steady, reliable advisor who walks with you during changing times, with counsel 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 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 am a fan of SEC football, and I enjoy fishing Tennessee rivers in a kayak or canoe

                      6100 Tower Circle
                      Suite 100
                      Franklin, TN 37067
                    • Charlotte Goldston

                      Charlotte Goldston

                      Senior Vice President–Wealth Management

                      Financial Advisor

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                      • AL
                      • AR
                      • CA
                      • CO
                      • CT
                      • DC
                      • FL
                      • GA
                      • ID
                      • IL
                      • KY
                      • LA
                      • MD
                      • MI
                      • MS
                      • MT
                      • NC
                      • NY
                      • OR
                      • SC
                      • TN
                      • TX
                      • VA
                      • WA
                      • WV

                            3102 West End Avenue
                            Suite 500
                            Nashville, TN 37203
                          • David Reynolds

                            David Reynolds

                            Authorized Officer

                            Financial Advisor

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                            • AK
                            • AL
                            • AR
                            • AZ
                            • CA
                            • CO
                            • CT
                            • DC
                            • DE
                            • FL
                            • GA
                            • HI
                            • IA
                            • ID
                            • IL
                            • IN
                            • KS
                            • KY
                            • LA
                            • MA
                            • MD
                            • ME
                            • MI
                            • MN
                            • MO
                            • MS
                            • MT
                            • NC
                            • ND
                            • NE
                            • NH
                            • NJ
                            • NM
                            • NV
                            • NY
                            • OH
                            • OK
                            • OR
                            • PA
                            • PR
                            • RI
                            • SC
                            • SD
                            • TN
                            • TX
                            • UT
                            • VA
                            • VI
                            • VT
                            • WA
                            • WI
                            • WV
                            • WY

                                  6100 Tower Circle
                                  Suite 100
                                  Franklin, TN 37067
                                • Carole Kent

                                  Carole Kent

                                  Senior Client Associate

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                                  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 over 38 years of experience with UBS.  Prior to her current role, she held the position of Executive Director Divisional Administrative Officer. Her former 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 youth group, enjoys sewing, travel, including visiting the national parks, and cheering on the Nashville Predators hockey team.

                                        3102 West End Avenue
                                        Suite 500
                                        Nashville, TN 37203

                                      The circular economy: What is it?

                                      Retirement planning

                                      Retirement planning

                                      Multigenerational planning

                                      Multigenerational planning

                                      Legacy—Wealth for others

                                      For needs that go beyond your own—to help you improve the lives of others

                                      What will your legacy be?
                                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                      Learn more at ubs.com/wealthway.

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      $2.8 trillion

                                      In invested assets globally 
                                      As of 06/30/2022

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a world-leading wealth manager