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.

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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 America’s Top Women Wealth AdvisorsThe 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.
    • Forbes Best-in-State Wealth Advisors, 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.
    • Forbes Best-in-State Women Wealth Advisors, 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
  • 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
    • Gordon Brewer Profile Photo

      Gordon L. Brewer

      Senior Vice President–Wealth Management

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      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.

      • 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
      • 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
      • Seth Huber Profile Photo

        Seth T. Huber, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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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
      • 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 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
        • William Sanderson III  Profile Photo

          William F. Sanderson III

          Authorized Officer

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          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
            • Lisa Hoffman Profile Photo

              Lisa Theys

              Senior Client Associate

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              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
                  • Jake Cowles

                    K. Jake Cowles

                    Client Associate

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                            3102 West End Avenue
                            Suite 500
                            Nashville, TN 37203
                          • Ashley Argueta

                            Ashley V. Argueta

                            Client Associate

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                              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

                                  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.

                                  Who we work with

                                  Who we work with

                                  Investment management

                                  Investment management

                                  Accessing resources. Delivering solutions.

                                  Accessing resources. Delivering solutions.

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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.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $5+ trillion

                                  In invested assets globally 
                                  As of 11/07/2023

                                  Global leader

                                  UBS is a world-leading wealth manager

                                  51 countries

                                  Our global footprint

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