Expect more.

Three generations in the front yard

When it comes to your financial life, how do you know you’re making the most of what you have? In an age of information overload, how do you choose what is most valuable to you and your family?

At Wages Wilson Wealth Management, we consider it a privilege to help guide our clients toward making smart decisions with their money and in reaching long-cherished financial goals.

We work with successful people who value honesty and hard work and expect to find the same traits in their financial advisor. Our experienced and credentialed team includes a Certified Investment Manager Analyst® (CIMA®), a Certified Private Wealth Advisor (CPWA®), and a CERTIFIED FINANCIAL PLANNER™ (CFP®), which means there are very few financial situations that arise that we haven’t faced.

We believe in common-sense investing and portfolio management. And we’ll work with you to untangle complicated financial situations and help you create a comprehensive wealth management plan intended to last a lifetime.

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.

  • Russ Wilson

    Russ Wilson, CFP, CIMA, CPWA

    Senior Vice President–Wealth Management

    Wealth Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    For over 20 years, Russ Wilson has served as a financial advisor building long-lasting relationships that enable him to walk alongside his clients to achieve their financial goals. After finding himself in classrooms from East Tennessee to England, Russ developed a passion for learning which has turned into helping others learn and grow. At Wages Wilson Wealth Management, he leverages his education to provide clear, financial advice for his clients and work through the complex financial situations clients often face.

    Russ received his MBA from Goizueta Business School at Emory University. He was also the recipient of the Transatlantic Business Exchange Scholarship and completed a course of study in international business at the University of Westminster in London, England. Russ holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which is a designation awarded by the Certified Financial Planner Board of Standards, Inc. to professionals that have completed extensive training and experience requirements and are held to rigorous ethical standards.

    In addition, Russ attained his CIMA® and CPWA® designations from the Investments & Wealth Institute™. The CIMA® designation recognizes Russ as an advanced investment consultant and wealth management advisor, while the CPWA® designation attests to his specialized knowledge regarding the complex challenges high net-worth clients face, including sophisticated estate, tax, and investment issues.

    Outside of the office, Russ serves on the Executive Board of Directors for InterFaith Health Clinic which provides affordable medical and dental care to the working uninsured. Russ enjoys participating in endurance sports and watching his daughters grow up. Russ and his wife, Nicole, live in Knoxville with their three daughters.

    • Forbes Best-in-State Wealth Advisors, 2019, 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.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

    • Goizueta Business School at Emory University, M.B.A.
    • Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    800 South Gay Street
    Suite 2600
    Knoxville, TN 37929
  • Bill Wages Profile Photo

    Bill Wages

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    Bill Wages' career began in 1983, the year that witnessed the official birth of the Internet, the first mobile cell phone call, and the final new episode of M*A*S*H.

    Over the course of Bill's 30+ year career, he has successfully helped his clients and their families manage their wealth and investments through good times and bad – including through four recessions, three nationwide financial crises, seven major drops in the stock market, and six United States Presidents.

    He holds his B.S. in administrative and industrial management from the University of Tennessee, Knoxville. Wishing to hone his skills further, he completed the Senior Financial Advisor program at the Wharton School of Business at the University of Pennsylvania. Later, Bill earned the Advanced Investment Strategist Certificate in Portfolio Risk Management through the Investment Management Consultants Association®.

    Bill is a longtime Knoxville resident and native of Chattanooga, Tennessee and is happily married to his wife, Cynthia.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

    • University of Tennessee, Knoxville, B.S. Administrative and Industrial Management
    • Senior Portfolio Manager
    800 South Gay Street
    Suite 2600
    Knoxville, TN 37929
  • Amanda Grubb Profile Photo

    Amanda Grubb

    Wealth Management Associate

    CERTIFIED FINANCIAL PLANNER™

    • image
    • image
    • image
    • TN

    Amanda Grubb has always had a passion for helping people. After graduating from Union University with a Bachelor's in psychology, Amanda began her career in community-based mental health care where she worked with children and their families faced with complex behavioral issues.

    During her time in the non-profit world, Amanda enjoyed serving in both clinical and administrative capacities where her love for people and attention to improving systems could be expressed. Amanda joined Wages Wilson Wealth Management in 2018 bringing a passion for high-quality client experience and facilitating the communication and thoughtfulness the team aims to provide every individual.

    In 2021, Amanda received her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which is a formal designation awarded by the Certified Financial Planner Board of Standards, Inc.. A CFP® is a financial planner who possesses one of the most rigorous certifications for financial planning knowledge and can help individuals in a variety of areas in managing their finances.

    Amanda and her husband, Michael, live in Knoxville, with their two children, Caylee and Miles. In her free time, Amanda enjoys exercising, reading philosophy, and playing the viola and piano.

      • Union University, Psychology
      • CERTIFIED FINANCIAL PLANNER™
      800 South Gay Street
      Suite 2600
      Knoxville, TN 37929
    • Krissi Novello

      Krissi Novello

      Client Associate

      • image
      • image

        Krissi Novello comes to Wages Wilson Wealth Management from Chicago, Illinois. Her family relocated here in 2021 to be closer to her sister. Prior to becoming part of the team, Krissi has worked as an Executive Assistant in other fields including education and sales.  Her previous experiences have prepared her well for her client service role on the team.  Krissi brings a contagious enthusiasm and a constant supply of positive energy to the team and her interactions with clients.  She has a high attention to detail and enjoys the opportunity to be helpful and build lasting relationships with the families we are fortunate to work with.

        During her free time, she loves to read novels, play fetch with her three dogs, and run outdoors. Krissi and her husband, Phil, live in Knoxville with their two children, Gaetano and Gules.

              800 South Gay Street
              Suite 2600
              Knoxville, TN 37929
            • Taylor McKeel

              Taylor McKeel

              Client Associate

              • image
              • image

                Taylor McKeel is a graduate of the University of Tennessee, Haslam College of Business with a Major in Finance. She is originally from North Carolina, but now considers Knoxville home. Prior to joining Wages Wilson Wealth Management, Taylor worked in jewelry sales. She uses her extensive customer service experience to assist clients and support the team through her attention to detail and compassion for people.

                In her free time, Taylor enjoys reading, hiking, and spending time with friends.

                      800 South Gay Street
                      Suite 2600
                      Knoxville, TN 37929
                    • chris

                      Christine Gilmore

                      Client Associate

                      • image
                      • image
                      • image
                      • TN

                      Christine Gilmore is the team’s Executive Assistant. She brings over 15 years of administrative experience to the table with expertise in scheduling, reporting, correspondence, and project coordination which make her an invaluable asset to the Wages Wilson team. Christine earned her undergraduate degree in business administration from Arizona State University and then went on to complete her MBA.

                      She moved to Knoxville from Phoenix, AZ, with her husband Jeff and son Zachary. In her free time, Christine enjoys reading, swimming, and traveling anywhere with a beach and lots of sunshine.

                       

                            800 South Gay Street
                            Suite 2600
                            Knoxville, TN 37929

                          Connecting you to the deep resources of UBS

                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                          portfolio

                          Financial planning

                          wilson

                          Proactive service

                          building

                          Strength of UBS

                          Global resources, local insights

                          Building on its history of over 150 years, UBS is committed to bringing its global resources to bear on the portfolios of high net worth individuals to help them pursue their wealth management goals.

                          A global powerhouse
                          With a heritage spanning more than 150 years, UBS is one of the world’s leading wealth management firms. Beyond the deep resources of our investment, banking and asset management businesses, we deliver the global perspective, diverse strategies and relevant guidance to help you move forward with confidence.

                          Wealth management at our core
                          Private, corporate and institutional clients throughout the world count on the wealth management expertise of UBS. This dynamic worldwide presence provides us with extensive reach and the advantage of the firm’s global perspective and resources.

                          Managing wealth is our craft

                          We’re committed to understanding what wealth means for you.

                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager

                          Insights