Your life. Your wealth. Your future.

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George is a senior member of the Union Square Group.  For nearly four decades he has helped client families navigate the markets in pursuit of their financial goals. As a Certified Financial Planner^©, George is committed to a process that helps people set financial goals, develop an investment strategy to reach their goals, and regularly reviewing their progress towards those goals. This financial goal analysis is the center of the client relationship.

George graduated from the University of Kentucky earning a Bachelor of Business Administration.   Upon graduation, George volunteered to serve in the United States Navy, commissioned as an officer and earning his wings as a Naval Aviator.  He spent 9 years flying, becoming a Mission Commander and Instructor Pilot. While serving, George also earned a Master of Science in Management.

George began his professional career with J.C. Bradford & Co., becoming a partner in the firm later acquired by PaineWebber, eventually merging into UBS. For much of his career, he taught investment classes and these experiences were invaluable in helping him learn how to help people understand the complexity of the markets in terms they could comprehend.  George earned his CFP^© designation in 2002.

Living and working in Chattanooga, George has served in volunteer leadership roles on several boards including The Bright School, Friends of Chickamauga & Chattanooga National Military Park, and the Chattanooga Track Club.  His lifelong pursuit of adult fitness led him to complete fifteen marathons and two Ironman triathlons.  Giving back to this passion, for 25 years he directed Chattanooga’s oldest and largest running event–The Chickamauga Chase.  George loves to read and learn and is currently pursuing a Master’s in World War II Studies.

But foremost in his life is his love for his family-George has two grown daughters Kate and Laura, and young granddaughter Janie.  George is married to Leigh and together they have a college-age son Nick.

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

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Doug has been providing wealth management advice since he began his career in 1988. He started with J.C. Bradford& Co. that was then acquired by Paine Webber and later merged with UBS Financial Services. Doug say’s “I have sat in the same seat for over thirty years but have had three different business cards”.

Doug believes that what sets him apart in the wealth management business, is his commitment and effort he delivers to truly understand his clients long term objectives and most importantly each clients unique understanding of money and risk.

To enhance Doug’s commitment to his clients, he has furthered his education and earned the Certified Investment Management Analyst designation. The CIMA designation requires the passing of a rigorous course that concentrates on the skills of investment management and ethics and complete 40 hours of CE every two years. Doug received the CIMA designation in conjunction with the Investment and Wealth Institute and the Hass School of Business at the University of California. Doug has also earned the Certified Exit Planning Advisor (CEPA) designation. Advisors who earn this credential are specially trained to help business owners create an exit plan blueprint for selling their company for maximum benefit. 

Doug is a proponent of education and how increasing knowledge cures many social problems, both locally and globally. As a proud graduate of the University of Tennessee at Chattanooga, Doug continues to stay involved and be an advocate for higher education. He has held the position of Alumni Board President, Chairman of the Chancellors Round Table and is currently serving as the Chairman of the U.C. Foundation.  The U.C. Foundation plays an integral role in the University as it provides funding for Student Scholarships and Faculty Chairs.

In his spare time Doug enjoys spending time with his wife Jill, going to UTC sporting events and trips to Southern California to visit his Son Will, who is employed by a technology firm.

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

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Darrin Wall is a Financial Advisor who believes that financial success isn’t about an end destination reached by achieving a certain net worth, but rather a journey of sound financial decision-making that helps lead to a more fulfilling life. Darrin has found that most people are drowning in information and starving for knowledge, and he loves being the person that can provide the roadmap to help his clients reach their goals.   

Darrin’s primary objective as a UBS Financial Advisor is to be the expert on you and your family’s financial goals and to select the tools that will help you reach those goals.  He will work with you to develop a comprehensive, cohesive strategy specifically designed to help you so that you can focus on what you love.

Darrin’s process is simple. He believes in the value of a tailored financial plan, and every plan must begin with your hopes, dreams and aspirations, but also include your fears and any obstacles that may stand between you and achieving what's important to you. Furthermore, a comprehensive plan must be able to weather all of the unexpected events that could occur and potentially derail your financial strategy. Lastly, he will talk with you about the legacy you want to leave on this earth. After going this process, he will guide you with clear and understandable steps to take to help you make your plan a reality.

Darrin grew up on a cattle farm in Vanntown, a tiny town in southern middle Tennessee. He graduated from The University of Tennessee in Chattanooga where he met his wife, Hannah. Darrin and Hannah now have two wonderful children, a young blonde-haired daughter named Madelyn and a baby boy named Brooks. Darrin is an avid golfer and competes in many events across the state. He is a member of Black Creek Club in Lookout Valley, where he and his family reside. He also enjoys spending the weekends on the beautiful lakes, rivers and trails around Chattanooga.

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

• CERTIFIED FINANCIAL PLANNER™

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As key client service member of the Union Square Group, Kayla is a Wealth Management Associate with over seven years of service at UBS. Kayla specializes in building client relationships and providing service oriented solutions.

Kayla earned her degree in Entrepreneurship and with over fifteen years of diverse client service experience she brings a wealth of practice management skills to our client service model. Kayla strives to ensure our client experience consistently exceeds expectations, and that our practice provides proactive solutions for our clients and their legacies.

Before joining UBS, Kayla ran a successful practice through a local gym where she focused her talents on helping clients achieve very different sets of goals. What she learned throughout her transition into finance is that although fitness and finance appear very different, the key elements required for success in both is very similar.

Today, Kayla still has a passion for health and exercise and can still be spotted at the gym, trail running, hiking, or paddling with her husband or friends.

• Chattanooga State Community College, Associate's degree, Entrepreneurship

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Molly has worked with George & the Team as a Client Service Associate since 2016. She earned her Series 7 & 66 Licenses in 2017 In her role as a Registered CSA, Molly has the privilege of getting to know our clients as she assists the team in administrative duties aimed at helping our clients achieve their financial goals. Whether she’s opening new accounts or acclimating clients to online services or arranging a home closing, Molly puts our clients at ease with her excellent care and service. Behind the scenes, Molly manages the day-to-day regulatory and compliance operations, keeping the USG running smoothly.

Molly was born and raised in Chattanooga, TN. As the daughter of a retired UBS employee, Molly grew up in the UBS office. She attended Girls Preparatory School (Class of 2011) and studied Art at Belhaven University in Jackson, MS where she graduated Manga Cum Laude in 2015 with a B.A. in Fine Art, with an emphasis on Art History and Photography. When she’s away from the office, Molly getting to travel, but enjoys getting to return home to Chattanooga and to spend time with her large extended family.  Whether she’s hiking or checking out Chattanooga’s newest watering hole, you’ll usually find her with her Great Pyrenees/Border Collie mix, Archie. 

• Belhaven University, Bachelor's degree, Fine Art