Financial planning and beyond

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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, 2024, 2025The 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

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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.

• Chartered Retirement Planning Counselor
• Portfolio Manager
• Wealth Advisor

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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.

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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.

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.