Insight-based advice

Telescope in window

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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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.

  • Mem Webb_ Jr. Profile Photo

    Mem Webb

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MD
    • MI
    • MO
    • MS
    • MT
    • NC
    • ND
    • NJ
    • NY
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI

    Stewart has been in the investment business since 1998. Stewart is a graduate from the University of Alabama. Stewart stays active as a member of St. Francis Xavier Catholic Church and a board member of the Birmingham Chapter of the Coastal Conservation Association. Stewart and his wife, Nicole, reside in Mountain Brook, Alabama and are the proud parents of a daughter and two sons.

        • Senior Portfolio Manager
        4001 Carmichael Road
        Suite 400
        Montgomery, AL 36106
      • Gerald A. Garner Profile Photo

        Gerald A. Garner

        First Vice President–Wealth Management

        Financial Advisor

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        • AL
        • CA
        • CO
        • DC
        • FL
        • GA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MD
        • MI
        • MO
        • MS
        • MT
        • NC
        • ND
        • NJ
        • NY
        • PA
        • SC
        • SD
        • TN
        • TX
        • VA
        • WA
        • WI

        Gerald has been in the investment business since 1998. Gerald is a graduate of The University of Alabama. Gerald is a member of Independent Presbyterian Church, serves on the City of Mountain Brook Parks and Recreation Board, and is a member of the Board of Visitors for Jacksonville State University's College of Commerce & Business. Gerald and his wife, Sally, have two daughters and reside in Mountain Brook, Alabama.

            • Senior Portfolio Manager
            Home Worker AL
            Home Worker AL, AL 000
          • Annette C. Reynolds Profile Photo

            Annette C. Reynolds

            Senior Client Associate

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              As a graduate of Alabama State University, Annette loves to show her Hornet pride. Annette has been in the investment business since 1979. She is an active member in the community and attends Peace Baptist Missionary Church in Pratt City. Annette stays busy keeping up with her two children and seven grandchildren. Annette resides in Birmingham, Alabama with her husband Ronnie.

                    Home Worker AL
                    Home Worker AL, AL 000

                  The Year Ahead - Sustainable Investing

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Sustainability matters

                  Seek returns and drive change through sustainable investing

                  Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

                  Insights