Wealth advice for your life's goals

The Wallace Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three Business people

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.

  • Anne Wallace Profile Photo

    Anne B. "Mimi" Wallace, CIMA

    Senior Vice President–Wealth Management

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    Rank
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Mimi joined J.C. Bradford in 1979, and in 1989, became the first female Financial Advisor named as partner with the firm. She was a member of the Senior Advisory Council, awarded to the top 5% of the firm's Financial Advisors, from 1988 through 1999. Every year since merging with UBS in 2000, Mimi has been a UBS Chairman's Club or UBS President's Club member. In 2004, Mimi earned the designation of Certified Investment Management Analyst (CIMA®). Mimi was named to Barron's Top 100 Women Financial Advisors in 2009, and in 2010, 2011, 2012 and 2013, was named to Barron's Top 1000 Financial Advisors.

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
    • Barron's Top 100 Women Advisors, 2009
    • Forbes/SHOOK Best-In-State Wealth Advisors, 2022
    • Forbes/SHOOK Top Women Wealth Advisors, 2022
    • Hollins University, B.A. in French
    • Certified Investment Management Analyst®
    3102 West End Avenue
    Suite 500
    Nashville, TN 37203
  • Mark Brewer Profile Photo

    Mark H. Brewer, CIMA, CFP

    Senior Vice President–Investments

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    Rank
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Mark began his professional investment career in 1985. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a Registered Securities Principal and a Certified Investment Management Analyst (CIMA®), earning these designations in 1990, 1994, and 1999, respectively. For the past decade, Mark's business focus has been to serve as an investment management consultant to trustees of pension, health and welfare, and defined-contribution plans.

      • University of Tennessee, Knoxville, B.S. in Business
      • Institutional Consultant, UBS Institutional Consulting Program
      • Certified Investment Management Analyst®
      • CERTIFIED FINANCIAL PLANNER™
      3102 West End Avenue
      Suite 500
      Nashville, TN 37203
    • Gordon Brewer Profile Photo

      Gordon L. Brewer

      Senior Vice President–Wealth Management

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      Rank
      • AL
      • AR
      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI
      • WV

      Gordon entered the investment business in 1998 after teaching in Metro Nashville's Public Schools for several years. He received his psychology degree from Rhodes College in Memphis in 1990 and his Master's degree in education from Peabody College at Vanderbilt University in 1995. Gordon's business focus is helping clients – individuals and institutions – with regard to managing risk in investing through asset allocation, thorough due diligence, and continual monitoring of those investments.

        • Rhodes College, B.A. in Psychology
        • Peabody College at Vanderbilt University, Master's degree in Education
          3102 West End Avenue
          Suite 500
          Nashville, TN 37203
        • Brian Silkwood Profile Photo

          Brian M. Silkwood, CFP

          Senior Vice President–Wealth Management

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          Rank
          • AL
          • AR
          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • HI
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI
          • WV

          Brian's passion for investing started when he purchased his first stock at age 10. He started his working career by pursuing an inside view of the business world as the General Manager of a $5 million operation in Knoxville, Tennessee. Brian then continued his entrepreneurial vision with FedEx as a business consultant to small business owners. In 2005, he brought his business experience and love of investing to UBS to help clients and their portfolio. In 2009, Brian earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).

            • University of Tennessee, Knoxville, B.S. in Business Administration, Majors: Economics & Finance
            • CERTIFIED FINANCIAL PLANNER™
            • Portfolio Manager
            3102 West End Avenue
            Suite 500
            Nashville, TN 37203
          • Seth Huber Profile Photo

            Seth T. Huber, CFP

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AL
            • AR
            • AZ
            • CA
            • CO
            • DC
            • DE
            • FL
            • GA
            • HI
            • IL
            • IN
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • TN
            • TX
            • VA
            • VT
            • WA
            • WI
            • WV

            I have been a Financial Advisor since 1999. I am a native of Nashville, and I have seen many changes to this city over the years. I am married and have three wonderful children. Away from the office, I enjoy spending time with my family or traveling to Haiti where I am involved in an orphanage through my church. I have completed the requirements to be a CERTIFIED FINANCIAL PLANNERTM, and I use that knowledge to give better advice to my clients.

              • Tennessee State University, B.S. in Arts & Sciences
              • CERTIFIED FINANCIAL PLANNER™
              3102 West End Avenue
              Suite 500
              Nashville, TN 37203
            • Ellen Hoffman Profile Photo

              Ellen G. Hoffman, CFP

              Senior Wealth Strategy Associate

              CERTIFIED FINANCIAL PLANNER™

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              JobCredential
              • MO
              • TN

              Ellen is dedicated to helping clients grow and protect their wealth by designing, implementing and monitoring strategic financial plans specifically tailored to their needs. These plans can include cash flow modeling, insurance and risk management, charitable giving and estate planning. Ellen has a dozen years of experience in investments and wealth management ranging from selling bonds on Wall Street to working with large institutional investors to financial planning for high net worth families.

              She is a graduate of the University of Georgia, where she earned her Bachelor of Business Administration with a concentration in Finance. She earned her Certified Financial Planner™ (CFP®) designation in 2014. Ellen is a Nashville native and alumna of Harpeth Hall School through which she completed her Winterim internship with The Wallace Group in 2003.

              Ellen is passionate about supporting the Nashville community. She served on the boards of The Women’s Fund and Young Leaders Council and has been an active volunteer with many local nonprofits including The Next Door and Preston Taylor Ministries. She was awarded the Nashville Emerging Leader Award in 2017 and Nashville’s Top 30 Under 30 in 2014. She and her husband, Brian, live in the 12th South neighborhood with their two children.

                • University of Georgia, Bachelor of Business Administration in Finance
                • CERTIFIED FINANCIAL PLANNER™
                3102 West End Avenue
                Suite 500
                Nashville, TN 37203

              The proof is in our numbers

              245

              Collective years of experience

              $1 billion

              Assets under management

              43

              Years in business as a team


              A team approach

              A team approach

              Goals-based planning

              Goals-based planning

              A way forward

              Understanding your life, your wealth and what you want to accomplish.

              We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

              Let's talk about how we can help you plan for the life you want

              Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

              Backed by the strength of UBS

              A global leader in wealth management

              $3.3 trillion

              In invested assets globally 
              As of 12/31/2021

              Global leader

              UBS is a world-leading wealth manager

              51 countries

              Our global footprint

              Insights