Your life. Your wealth. Your future.

• AL
• CA
• CO
• FL
• GA
• IA
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MI
• MO
• MS
• MT
• NC
• NV
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• VA
• WY

Learning, teaching and helping people lead more
meaningful and rewarding lives have been at the center
of George’s life and career. For 40 years he has been
doing just that—helping clients manage their wealth
and mentoring junior members of his team to reach
and exceed their potential.

As the founder of Union Square Group, George is the
team’s lead financial planner and strategist. The team’s
mission is a commitment to the financial planning process and professional
investment management. George’s approach is simple and clear: no cookiecutter
solutions. Attention to detail means understanding each client’s
investment portfolio, their risk tolerance and specific personal goals. Every
client deserves a custom-tailored financial goal analysis that is reviewed on a
regular basis and is the blueprint for their investment strategy. Making people
feel secure in good or challenging times is part of developing a trusting, longterm
relationship with clients. Money impacts every aspect of clients’ lives, and
George’s mantra is: “What is important to the client is important to me.”

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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.

• University of Kentucky, Bachelor's Degree, Business Administration
• Troy State University, Master's Degree, Management

• CERTIFIED FINANCIAL PLANNER™

• AL
• AR
• CA
• CO
• FL
• GA
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MO
• MS
• MT
• NC
• NY
• OH
• OK
• SC
• TN
• TX
• VA
• WA
• WY

Doug believes that experience is often the best teacher
in life and in one’s career. Doug’s tenure in wealth
management spans over 34 years and has taught him that
market fluctuations are meant to be weathered and fads
in investment strategy do not last. This level of experience
has taught him to discern between “noise” and what is
truly relevant for his clients in the long-term.

Doug’s passion is providing planning-centric wealth management services to
Union Square Group clients and to be a strong advocate and role model for
his team members. Doug practices what he preaches. He always puts clients’
needs first and strives to be the consummate professional. That includes a
commitment to continuing financial education so that he can provide the most
up-to-date services to his clients.

Foremost, Doug is humble and respectful of the privilege his clients have
entrusted in him as their financial advisor, and often, as their friend.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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.

• University of Tennessee at Chattanooga, Bachelor's degree, Psychology

• Certified Investment Management Analyst®
• Certified Exit Planning Advisor

• AL
• CA
• CO
• FL
• GA
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MS
• MT
• NC
• NV
• NY
• OH
• SC
• TN
• TX
• VA
• WY

Darrin believes that successful wealth management begins
with a mutual understanding and trust between every
one of his clients and himself. Wealth management is not
static, but rather a unique process that differs depending
on each client’s needs, goals, hopes and aspirations.

Darrin’s primary objective is to develop a comprehensive,
cohesive strategy specifically designed to help clients lead
a more fulfilling life. Darrin is mindful of factors including
life stage, your personal time-sensitive goals such as saving for your children’s
education or retirement. He is sensitive to the fact that risk tolerance differs
for every client, and every investment portfolio is designed with that in mind.
Darrin will help you manage your wealth by putting in place a customized
financial plan that takes into consideration market fluctuations, wealth
diversification and unexpected events that might affect your financial strategy.

In addition, if you are in business, Darrin will work with you by leveraging
the strength of UBS with all its resources including lending to help grow your
business or exit planning. He is happy to work with your team of accountants
and lawyers to achieve the best outcome for your immediate needs or longterm
objectives.

Most importantly, Darrin is happy to work with multigenerational families. He
knows that every generation is part of his clients’ legacy and he will help guide
your family with the same care as if it were his own.

• University of Tennessee at Chattanooga, Bachelor's degree, Business Management

• CERTIFIED FINANCIAL PLANNER™

• AL
• CO
• GA
• MD
• TN

After just one year out of college, Molly followed in her
mother’s footsteps and joined UBS as a Client Service
Associate. Molly refers to this part of her childhood as
“growing up at the Chattanooga branch.”

Welcoming new clients and acclimating them to the wide range of services the
UBS Union Square Group offers, Molly supports the team’s Financial Advisors
to ensure that all client relationships are excellent. Processing account transfers,
delivery and receipt of funds, familiarizing clients with OLS, and an array of UBS
banking products—are all part of what Molly does daily.

The most interesting part, and what Molly is most passionate about, is the
quality of human relationships that are built between the Union Square team
and clients. Molly loves to get to know clients and offer them an extra line of
support and financial solutions. This is especially relevant during the milestones
of clients’ lives such as the birth of a child, the purchase of a new home,
retirement, and estate planning. Molly believes that what makes the team’s
services so special is that “we offer clear, and unbiased solutions that help
improve the quality of our clients’ lives.”

• Belhaven University, Bachelor's degree, Fine Art