An experienced and committed team

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®).

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.

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.

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®).

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 PLANNER^TM, and I use that knowledge to give better advice to my clients.

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.

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. 

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.

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.