Experience

After earning his business degree while a four-year letterman in football, Scott began his investment career in 1993 and worked at Smith Barney and its predecessor firms until April 2009.

Scott joined UBS in April 2009 and works with high-net-worth individuals and families, pension and profit-sharing plans, and trusts and foundations. As Senior Portfolio Manager, he is responsible for the day to day operations of the group's proprietary investment models.

Tom joined PaineWebber/UBS in 2002 after a tenured career in the wireless communications industry. He served in several executive management positions and played a key role with the start-up and turn-around of several regional and national wireless providers.

Tom, a CERTIFIED FINANCIAL PLANNER™ practitioner under the CFP® Board of Standards works with high-net-worth individuals, families, and endowments. Tom focuses on client relationships, portfolio and risk management, tactical strategy generation, and assists with our financial planning services. Tom provides a unique process of organizing the complex financial decisions and documents that are a part of the planning done by affluent individuals and families to help mitigate financial risk. Tom is also a NFLPA Institutional Player Financial Advisor. Through this partnership with the NFLPA and in coordination with the UBS Sports and Entertainment team, Tom is equipped to provide holistic financial advice and guidance to current and retired NFL players.

Forbes has named Tom as a Best In State Wealth Advisor 2019-2024 (The 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) and his team as a Best-In-State Wealth Management Team in 2024 (The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.) Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

UBS is an official participant in the Institutional Financial Advisor program for the NFL Players Association (NFLPA). Participating advisors were selected by UBS based on program eligibility criteria established by the NFLPA. Advisors in the program are not endorsed by the NFLPA.

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

After graduating from Rollins College in 2006, Peterson moved to Martha's Vineyard and began working with Walter Cronkite's Maritime Foundation.  In addition, he started his own Marine Consulting business and earned his USCG Captain's license.  After leaving the foundation, he worked as a Strategic Business Consultant in the distribution industry where he assisted FedEx and UPS with their needs.

Peterson began his career in the financial services industry in 2011 when he began working with Morgan Stanley, specializing in Fixed Income & Cash Management.  In 2017, after 6 successful years with Morgan Stanley, he was recruited to UBS.

Peterson is very generous with his time and serves the community on various non-profit boards. He currently serves on the boards of the Chattanooga Area Food Bank and the Boys and Girls Club. He is also the Treasurer of the Downtown Chattanooga Rotary and on the McCallie School Alumni council.  In 2016, he was named as one of Chattanooga's Top 20 under 40.

Jeffery began his investment career as a wealth management specialist at a regional bank in 2013. He was recruited to UBS in 2015 as a Wealth Planning Analyst for the Tennessee & Kentucky region.

In 2017, he joined the team to focus on the comprehensive financial planning needs of our clients.  In this role, he supports the team with process oriented and detailed financial planning. He is well versed in charitable giving strategies, employee benefits, as well as estate and multigenerational transfer strategies.  Jeffery stays immersed in the continuous learning of the advanced financial planning technology UBS offers to best meet our clients’ individual needs.

In his time with the firm, Jeffery has become a CERTIFIED FINANCIAL PLANNER™ under the CFP ^® Board of Standards. He also holds the Series 7 and 66 securities licenses as well as life, accident, health and variable contracts insurance licenses. 

Prior to joining UBS, he earned his civil engineering degree and worked as an engineering consultant, before transitioning into sales for seven years for top-selling brands in the outdoor industry.  Throughout the course of his sales experience, covering the Southeastern U.S. territory, he consulted with many business owners to help them maximize business opportunities.

Ben's passion for markets and investing has been a lifelong journey, beginning with his participation in an investment club in sixth grade.

With over 20 years of experience as a financial advisor and holding the Certified Investment Management Analyst (CIMA) designation, Ben works closely with clients to craft personalized financial plans and build diversified investment portfolios designed to navigate even the most challenging market conditions. His focus on creating diversified portfolios is a key strategy in enhancing the resilience of his clients' assets.

Outside of his professional life, Ben is a dedicated family man. He and his wife, Jelena, are raising three children together. Ben’s interests extend beyond finance; he is a private pilot with a passion for aviation, an avid tennis competitor, and a nature enthusiast. In 2019, Ben founded TopFlight Aviation, Inc., a Nashville-based flying club, where he serves as president, further fueling his love for the skies.

After earning degrees in both finance and economics, Melissa began her financial services career in 1995 working in the trust department of AmSouth Bancorp for nine years.  While there, she served as Assistant Vice President and Trust Officer responsible for client service and client relationships.  In April 2012, Melissa was awarded the Certified Financial Planner practitioner™ under the CFP^® Board of Standards designation.

She has been working with Scott since 2004 while he was at Smith Barney.  She came with Scott and his retired business partner when they joined the Chattanooga office of UBS in April 2009 and continues to be responsible for client service and internal operations.