Experience

Wade's first encounter with the financial services industry was as a client of an advisor at J.C. Bradford & Company. After graduating from the University of Tennessee, Knoxville with a Bachelor of Arts degree, he started working for a local firm with a retirement plan maintained by an advisor at J.C. Bradford & Company. His experience as a client of that advisor and the level of professional advice, care, and service that was shown to him motivated him to want to provide that financial service experience to others.

 In 1998, Wade began his career in the financial services industry with J. C. Bradford & Company and focused primarily on investment management. Today, he has moved beyond solely focusing on investments and expanded to primarily developing financial plans that consider client's unique goals. Wade's passion for the business and guiding philosophy recognizes that clients deserve a well-thought-out financial plan prior to an investment recommendation. Planning may encompass retirement, education, estate and wealth transfer, liability, insurance, and long-term care.

 Wade works primarily with families and small business owners to successfully manage their multi-faceted financial affairs. Only after carefully listening to his clients' needs and goals, Wade is able to develop innovative customized solutions to provide clients with confidence in their financial future. Wade helps clients avoid taking unnecessary risks based on what is important to them with a reasonable degree of confidence that they will be able to meet their goals without undue sacrifice to their lifestyle. Educating clients has always been an important component of his process as Wade believes relationships become strong when there is a mutual understanding of why recommendations are made.

Wade is a native of Gallatin, TN but moved to Nolensville, TN in 2007. He has three daughters, Maclaine, Lauren, and Camryn. He is a member of Brentwood Baptist Church and currently serves on the Nolensville Economic Development Committee, the Nolensville Board of Zoning and Appeals, and the Gallatin Lions Club. Wade enjoys playing golf, attending Tennessee football games, and traveling with his family.

Barbara is originally from Indiana, but upon receiving a full music scholarship, moved to Memphis where she graduated from Memphis State University.  Her initial position in the financial industry was as a retirement specialist at J.C. Bradford's home office in Nashville, Tennessee.  After initially focusing on plan administration for corporate qualified retirement plans, Barbara eventually moved to marketing retirement plans to financial advisors.  After four years, she left the home office for a position in a branch office.  It was here that she discovered her true passion was to work directly with clients, becoming more involved on a personal level and to assist them in every aspect of their financial life.  

Barbara is licensed with series 7, 63, 65, as well as the Certified Retirement Planning Counselor designation.  She spent 16 years as a coach for others in her position and was one among the first group at UBS to earn the designation of Wealth Management Associate; all in an attempt to better serve clients.  After 12 years with J.C. Bradford & Co and a 10-year period with Merrill Lynch, she moved to UBS Financial Services in 2008. 

Barbara and Wade work very closely in an effort to provide the best overall client experience.  It is their desire that their clients will look to them for every financial need and question they may have.  With over 30 years experience in the industry, building and maintaining the client relationship is still Barbara's favorite aspect of her career.

When not in the office, Barbara and her husband, Scott enjoy spending time with their family which includes their dog, Gracey; son and daughter-in-law, Zach, KristyAnn and grandson, Greyson; son and daughter-in-law, Austin, Mandy, and granddaughter, Waverly; Barbara and Scott are actively involved in their church.  She also enjoys cooking; baking and many different craft projects, including stained glass.