Wealth advice for your life's goals

The Wallace Group #2

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.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Anne Wallace Profile Photo

    Anne B. "Mimi" Wallace, CIMA

    Senior Vice President–Wealth Management

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    Mimi joined J.C. Bradford in 1979 where she worked as a Financial Advisor and was promoted to the title of partner. J.C. Bradford merged with UBS Financial Services Inc in 2000 where she has been since as a Financial Advisor. In 2004, Mimi earned the designation of Certified Investment Management Analyst® (CIMA®).

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Women Advisors, 2009The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Hollins University, B.A. in French
    • Certified Investment Management Analyst®
    3102 West End Avenue
    Suite 500
    Nashville, TN 37203
    mimi.wallace@ubs.com
    Anne B. "Mimi" Wallace, CIMA
    3102 West End Avenue,Nashville,TN,37203
  • Mark Brewer Profile Photo

    Mark H. Brewer, CIMA, CFP

    Senior Vice President–Investments

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    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
      mark.brewer@ubs.com
      Mark H. Brewer, CIMA, CFP
      3102 West End Avenue,Nashville,TN,37203
    • Gordon Brewer Profile Photo

      Gordon L. Brewer

      Senior Vice President–Wealth Management

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      Gordon blends an Industrial Psychology degree from Rhodes College (1990), a Masters degree in Elementary Education from Vanderbilt University (1995) and over twenty five years of experience in the investment industry in his approach to helping clients identify and pursue meaningful financial goals. 

      With his experience in behavioral finance since before the turn of the century, Gordon’s work begins with understanding clients’ relationships with money and investing.  This starting point informs Gordon’s approach to crafting an investment strategy that matches clients’ risk profiles and leverages the strengths of his team and his firm  to build and monitor portfolios.  Ongoing due diligence involving those portfolios and regular contact with clients drive Gordon’s daily activities and he is grateful to be part of a team that subscribes to the notion that “All of us know more than Any of us knows.”

      Gordon, his wife Holly and family support a number of activities away from the office including the performing arts in Middle Tennessee, the Alzheimer’s Association of Middle Tennessee, Ronald McDonald House of Chattanooga, St. Jude’s Research Hospital in Memphis, the Special Olympics, and folding origami cranes. 

      • 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.

      • 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
        gordon.brewer@ubs.com
        Gordon L. Brewer
        3102 West End Avenue,Nashville,TN,37203
      • Brian Silkwood Profile Photo

        Brian M. Silkwood, CFP

        Senior Vice President–Wealth Management

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        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®).

        • 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. in Business Administration, Majors: Economics & Finance
        • CERTIFIED FINANCIAL PLANNER®
        • Portfolio Manager
        3102 West End Avenue
        Suite 500
        Nashville, TN 37203
        brian.silkwood@ubs.com
        Brian M. Silkwood, CFP
        3102 West End Avenue,Nashville,TN,37203
      • Seth Huber Profile Photo

        Seth T. Huber, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
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        • CO
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        • DC
        • DE
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        • LA
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        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.

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

        • Tennessee State University, B.S. in Arts & Sciences
        • CERTIFIED FINANCIAL PLANNER®
        3102 West End Avenue
        Suite 500
        Nashville, TN 37203
        seth.huber@ubs.com
        Seth T. Huber, CFP
        3102 West End Avenue,Nashville,TN,37203
      • Ellen Hoffman Profile Photo

        Ellen G. Hoffman, CFP

        Senior Wealth Strategy Associate

        CERTIFIED FINANCIAL PLANNER®

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        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 15 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 as Alumnae Board President of The Harpeth Hall School. She 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, are proud parents to three children.

          • University of Georgia, Bachelor of Business Administration in Finance
          • CERTIFIED FINANCIAL PLANNER®
          3102 West End Avenue
          Suite 500
          Nashville, TN 37203
          ellen.hoffman@ubs.com
          Ellen G. Hoffman, CFP
          3102 West End Avenue,Nashville,TN,37203
        • William Sanderson III  Profile Photo

          William F. Sanderson III

          Authorized Officer

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          • TN

          Bill has been in the industry since 1998 and with UBS since 2004.  He brings a wealth of knowledge and a keen focus on customer service to the team.  Outside the office he enjoys camping with his son's Boy Scout Troop, cheering on the Dallas Cowboys, and cooking. 

            • Eckerd College, B.A. in Sociology
              3102 West End Avenue
              Suite 500
              Nashville, TN 37203
              william.sanderson@ubs.com
              William F. Sanderson III
              3102 West End Avenue,Nashville,TN,37203
            • Lisa Hoffman Profile Photo

              Lisa Theys

              Senior Client Associate

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              • FL
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              • TN

              Lisa has been in the business since 1987.  She brings years of administrative and operational experience.

              Outside of the office she enjoys keeping up with her 3 teenagers and 2 dogs.

               

                    3102 West End Avenue
                    Suite 500
                    Nashville, TN 37203
                    lisa.hoffman@ubs.com
                    Lisa Theys
                    3102 West End Avenue,Nashville,TN,37203
                  • Jake Cowles

                    K. Jake Cowles

                    Client Associate

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                      Jake graduated from Western Kentucky University in 2019 with a Bachelors Degree of Science in Finance. Post graduation, Jake joined UBS in the fall of 2019 and worked as a Cost Basis Reconciliation Analyst. Jake joined The Wallace Group in 2022 and currently holds his Series 7 FINRA license. 

                            3102 West End Avenue
                            Suite 500
                            Nashville, TN 37203
                            jake.cowles@ubs.com
                            K. Jake Cowles
                            3102 West End Avenue,Nashville,TN,37203
                          • Ashley Argueta

                            Ashley V. Argueta

                            Client Associate

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                            • TN

                            Ashley graduated from the University of Texas at El Paso in 2018 with a B.A in Accounting. After graduating, she worked for Morgan Stanley as an internal auditor and as a Client Service Associate. Ashley joined The Wallace Group at UBS in 2023 as a Client Service Associate and is studying for her FINRA series 7 and 66. 

                                  3102 West End Avenue
                                  Suite 500
                                  Nashville, TN 37203
                                  ashley.argueta@ubs.com
                                  Ashley V. Argueta
                                  3102 West End Avenue,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


                                Defining your priorities. Pursuing what matters.

                                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                                Wealth transfer across generations

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                                Approach your financial future with confidence

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                                Turn possibilities into a plan

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                                Making sense of significant wealth

                                We can help you plan for it.

                                When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                                We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                                A leader in wealth management

                                Backed by the strength of our parent company, UBS AG

                                $5.9+ trn

                                UBS Group invested assets
                                As of 06/30/2024

                                Global leader

                                UBS is a leading and truly global wealth manager

                                51 countries

                                Our global footprint

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