A wealth of good. A world of difference.

Private Wealth Management

There’s more to wealth than money. There’s your family’s security and well-being. The growth and success of your business. A worthy cause that’s transforming lives. At Wilfong Meyer Gage Group, we have the diversity of skills, education and experience to help you pursue your goals and greater ideals through meticulous planning and investing. We focus our attention and energy on making a difference in people’s lives. And, we work together as one cohesive team to simplify complex situations, to ultimately help you make a significant and lasting impact for good. It’s all backed by UBS—one of world’s largest wealth managers.

We start by asking you one simple question: what is important about money to you? Your answer is a call to action for us.

Start the conversation

How we can help meet your needs

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.

Business owners and entrepreneurs

Success doesn’t just happen. It’s planned.

Comprehensive planning can often streamline your business and position you for greater success. We consider the individual factors that shape your company as a whole.

If you’re looking for growth, what are best options for capital—and how will that affect your plans for retirement? Or if you’re thinking about an exit, what are the tax implications, and how will that impact your cash flow today? Effective business planning cannot be done in isolation; it must be integrated to help your business thrive. Our specific business solutions include:

Customized financial planning
Funding of business growth
Lending services
Insurance solutions
Management of cash flow
Retirement planning
Estate planning strategies
Family governance strategies
Exit strategies before, during and after a sale

Donors and philanthropists

Helping you minimize the complexity and maximize the impact

Many of our clients hope to make a difference in the world. We know how to turn a passion for giving into a powerful change for good: the key is to maximize the impact of your donations.

It’s essential to donate the right amount, at the right time, to the right organization—in the right way. Would that be donor-advised funds? Are there tax advantages to giving away appreciated securities? What will work best for you and your goals?

Philanthropy requires careful, strategic planning at multiple stages to optimize outcomes.

Charities we’re passionate about

UBS Optimus Foundation — a global network of charitable foundations that focuses on the priority needs of children, making strategic investments in health, education and child protection.

WiseHeart Foundation — Works with Christian philanthropists to assist them in making wiser, more effective contributions to achieve their personal charitable goals.

ARISE2Read — A partnership of churches and businesses with local school districts to strengthen second-grade students and enable them to enter third grade reading on grade level.

Women in transition

Compassion and guidance when life changes

Going through a divorce or suffering the loss of a loved one is such an emotional time. For many women, financial questions come up as well—how much money do you have, will it last and what should you do now that you’re on your own? This is precisely where we can help.

We take the time to listen, to understand where you are today, to learn what you’re looking for. We then analyze your finances and create a comprehensive plan designed to meet your goals—now and in the future. Our proactive approach and responsiveness helps keep you on track and allows us to adjust your plan as your needs evolve over time.

We know transitions are difficult. Let us offer guidance and help along the way.

Planning based on your priorities

“We simplify wealth management and make the process tangible. This helps our clients take action and make informed financial decisions.”
— Doug Meyer

Understanding your priorities in life is essential to managing your wealth. At Wilfong Meyer Gage Group, our process starts with questions and a discussion centered on what’s most important to you. We then help organize your financial life into three key dimensions:

Liquidity. Longevity. Legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

^{Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. 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.}

Investing focused on your goals

“One of our greatest strengths is creativity—we look at situations through different lenses, then offer custom solutions as a result.”
— Keri Gage

Once we have a clear vision of your overall financial picture, we bring together the best resources within our team and UBS to deliver investment solutions to help grow and preserve your wealth.

Customized asset allocation. Your asset allocation strategy is specifically tailored to align with your wealth management plan. We continuously monitor and review your portfolio to ensure that it stays on track, working to meet your goals and objectives.
Access to investment specialists. Our team has full access to UBS investment expertise across every asset class including equities, fixed income and emerging markets. This enables us to refine your investment strategy and asset allocation as needed.
Ongoing vigilance of goals and circumstances. We check in on a regular basis to address for any fluctuations in your personal circumstances, your tolerance for risk or changes in your family dynamics—and modify your financial plan and investment strategy accordingly.
Worldwide market intelligence. To alert you of new investment opportunities, we’re always looking at market conditions through UBS’s extensive research and market intelligence from around the world.

Business Planning–Accelerate your value

CEPA® Value Acceleration Process

The Value Acceleration Process provides a framework to help business owners with Business Transition Planning.

Learn more

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

Your family

Younger generations are positioned to become more economically empowered than their parents, yet they face an increasingly fast-paced and volatile future. To help brave the unknown, UBS Private Wealth Management can support your family through all generations to plan for the next era.

Learn more

Your business

72% of the world’s wealthiest people are self-made, and most tend to be business owners. Entrepreneurs have the drive to build something great, and we have the solutions to turn their aspirations into reality.

Learn more

Your legacy

COVID-19 exposed economic disparities, so those with the financial means to help stepped up. UBS Private Wealth Management can help your giving have an even greater impact by connecting you with other like-minded donors.

Learn more

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.

Private Wealth Advisors

John E. Wilfong, CEPA

Senior Vice President–Wealth Management

Financial Advisor
Our clients are good people—they care about others, they give back, they have integrity.

John E. Wilfong, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3044
View bio Industry recognition
- AK
- AL
- AR
- CA
- DC
- FL
- GA
- IA
- IL
- KS
- LA
- MD
- MN
- MO
- MS
- NC
- NJ
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WY
Serving clients. Improving lives. Impacting the world.
As leader of the team since 2007, John oversees the investment management process to help pursue and reach client goals. He believes a solid investment strategy involves proper diversification, suitable risk limits, regular rebalancing, and tactical positioning depending on market conditions.

To John, careful financial planning, investing and philanthropy can not only make a difference in the lives of clients, but can positively impact the world as well.

Educated in finance. And on the court.
At the University of Memphis, John had the unique experience of playing in the NCAA Final Four as a member of their highly successful basketball team. He learned the importance of working together as a team and applies that experience today to best serve Wilfong Meyer Gage Group’s clients. After graduating in 1987 with a degree in finance, he joined the investment firm of Morgan Keegan, and later earned his M.B.A. to further his education.

A life of charity and family.
Outside the office, John is involved in a number of impactful charities, including Coaching for Literacy, (Board Chairman), the University of Memphis Foundation, (Investment Committee Chairman), and the National Christian Foundation Memphis, (Founder).

He and his wife Catherine have been married for almost thirty years. They are the proud parents of three sons, Jonathan, Bennett, and Luke.
- Forbes Best-in-State Wealth Advisors , 2022
- The University of Memphis, Bachelor of Business Administration (B.A.) Finance: 1987
- The University of Memphis, Master of Business Administration (M.B.A.): 2004
- Certified Exit Planning Advisor
Philanthropy

Exit planning

Business succession

Investing

Professional athletes

Multi-generational families

Business owners

Entrepreneurs

6070 Poplar Avenue
Triad Center III
Memphis, TN 38119
Michelle F. Martini

Wealth Management Associate
Michelle F. Martini

Wealth Management Associate

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3081
View bio
- AR
- FL
- MS
- TN
The personal touch of client service.
As a Wealth Management Associate, Michelle’s role is to help ensure that every client receives exceptional and personalized service. She strives to make each individual feel special and cared for in a way that’s tailored specifically to their needs. Her other priority at the office is supporting the team—listening to what they need, solving problems and keeping everyone on task. She loves helping others and finds her job highly rewarding.

Dedicated to leadership training.
Michelle attended Mississippi State University and currently holds the Series 7, 63 and 65 securities licenses. She’s attended several workshops in leadership training and time management.

Putting others first.
Michelle volunteers annually with Service Over Self and Project Transformation. She’s also coordinated the team's "Season of Service" efforts at UBS branch in 2018 and 2019. In 2019 this included helping the homeless with meals and clothes.

She’s been married for more than 30 years and has two children and two dogs. She loves reading, photography, and spending time with her family.
- Mississippi State University
6070 Poplar Avenue
Triad Center III
Memphis, TN 38119

Strategic Partners

Douglas R. "Doug" Meyer, CFP

Senior Vice President–Wealth Management

Financial Advisor
Douglas R. "Doug" Meyer, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3088
View bio
- AK
- AL
- AR
- CA
- DC
- FL
- GA
- IA
- IL
- KS
- LA
- MD
- MN
- MO
- MS
- NC
- NJ
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WY
Precision and acuity in financial planning.
As a graduate of the United States Naval Academy and a former Navy pilot, Doug leverages the concept of flight planning in financial planning. He has a specific process to help clients articulate their core values, identify specific financial goals and determine the precise point where they need to begin their journey. Regular meetings assure that they’re either on track to meet their objectives or need to adjust course.

In Doug’s experience, many people think wealth management is rather complex. His role is to simplify the process, and to help make life easier for his clients. His mission has always been to help people take care of their families as well as to benefit the causes that are important to them.

Years of training and financial experience.
Doug began his financial career in 1987 at the Union Central Life Insurance Company, establishing himself as a financial planner. Teaming up with John Wilfong in 2004, they joined UBS in 2007 forming the firm that exists today. He is a Certified Financial Planner™ (CFP®) and holds the Series 6, 7, 9, 10, 63 and 65 securities licenses.

Giving back to others.
Doug helped create Coaching for Literacy and the WiseHeart Foundation, two organizations committed to children and to making a real difference in the world. He also has a passion for mentoring young adults in their career paths.

He enjoys reading, golf and spending time with his family. Married since 1981, he and his wife Ginger have two grown daughters.
- United States Naval Academy, Bachelor of Science (B.S.), Management
- CERTIFIED FINANCIAL PLANNER™
- Retirement Plan Consultant
- Life Underwriter Training Council Fellow
Financial planning

Retirement planning

Estate planning strategies

Legacy planning

Retirement Plan consulting

Multi-generational families

Business owners

Professionals

6070 Poplar Avenue
Triad Center III
Memphis, TN 38119
Keri T. Gage

Senior Vice President–Wealth Management

Financial Advisor
Keri T. Gage

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3022
View bio Industry recognition
- AK
- AL
- AR
- CA
- DC
- FL
- GA
- IA
- IL
- KS
- LA
- MD
- MN
- MO
- MS
- NC
- NJ
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WY
A career of helping others.
It didn't take Keri long to learn that the thing she loves most about her career is helping people make wise decisions about their money. Starting as a trust officer at Sun Trust in 1993, she discovered the key metrics necessary to generate income and protect client assets. Five years later, she moved to Regions Morgan Keegan and served as a trust officer and Private Wealth Advisor—learning the best practices to use leverage and credit to benefit her clients.

Joining UBS in 2012, Keri today combines her skills with other team members to serve clients at her highest level. Her goal: to help you reach yours. Her focus: women in transition and estate planning.

A continuing financial education.
With a bachelor's degree in accounting from the University of Tennessee at Chattanooga, Keri also graduated from Southern Trust School in 1996; Cannon Financial Comprehensive Wealth Management School in 2003; and the Leadership Memphis Executive Program in 2014. She utilizes her wealth of education every day at UBS in pursuit of client goals.

A passion for theatre. A heart for literacy.
Keri currently serves on the Board of Directors for the Orpheum Theatre Group in Memphis and has been on the executive committee the last six years. She is also a volunteer for Arise2Read and tutors two children every week during the school year to improve literacy.

She enjoys yoga, theatre, fitness and cooking with her family. She and her husband Doug have been married for over 30 years and have two daughters, Grace and Anna.
- Forbes America’s Top Women Wealth Advisors, 2022
- Forbes Best-in-State Wealth Advisors , 2022
- Forbes Best-in-State Women Wealth Advisors, 2022
- University of Tennessee Chattanooga, Bachelor of Science (B.S.), Accounting
- Southern Trust School: 1996 - 1996
- Cannon Financial Comprehensive Wealth Management School: 2003 - 2003
- Leadership Memphis Executive Program: 2014 - 2014
Investing

Banking

Lending services

Cash management

Securities-backed lending

Multi-generational families

Women investors

Family Offices

6070 Poplar Avenue
Triad Center III
Memphis, TN 38119
S. Ryan Viner

Financial Advisor
S. Ryan Viner

Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3037
View bio
- AK
- AL
- AR
- CA
- DC
- FL
- GA
- IL
- KS
- LA
- MD
- MN
- MO
- MS
- NC
- NJ
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WY
Focus on the future.
Ryan focuses on creating financial plans for adults, approximately between the ages of 20 and 40, who are building wealth independently through their careers, inheriting wealth, or both. Each client is unique and one size fit all financial plans don’t work. Ryan creates trusting relationships by learning clients personal stories – financial perspectives, goals, and needs. This approach produces comprehensive financial plans and consistent communication which strives to help clients make the money moves that are right for them.

Ryan holds Series 7 and Series 66 licenses, earned an B.B.A. in Business Administration from the University of Mississippi, and is a graduate from the Sally McDonnell Barksdale Honors College at the University of Mississippi.

A passion for philanthropy and education.
Outside the office, Ryan is deeply involved in the work of Coaching for Literacy where he formerly served as the Executive Director for 6 years. Ryan currently serves on the Board of Directors for Believe Memphis Academy, a tuition-free, college preparatory charter school preparing students in grades 4th through 8th.

Dedication to family.
He and his wife Madeline have been married for 7 years. They are the proud parents of two sons, Levi and Bowen.
- The University of Mississippi, Bachelor of Business Administration (B.B.A.), Marketing
- Sally McDonnell Barksdale Honors College, University of Mississippi, Honors Scholar, Business Administration: 2006 - 2011
Financial planning

Philanthropy

Professional athletes

Multi-generational families

Business owners

Entrepreneurs

Professionals

Corporate executives

6070 Poplar Avenue
Triad Center III
Memphis, TN 38119
Darrell Smith

Financial Advisor
Darrell Smith

Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3074
View bio
- AK
- AL
- AR
- CA
- DC
- FL
- GA
- IA
- IL
- KS
- LA
- MD
- MN
- MO
- MS
- NC
- NJ
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WY
Reimagining what is possible.

After a 17-year career in the world of professional golf and most recently as the Executive Director of the FedEx St. Jude Championship, Darrell brings a unique perspective to the Wilfong Meyer Gage Group at UBS. Staging a global sporting event takes precise coordination amongst many key stakeholders and those same principles will help the clients and families we serve achieve financial success. Darrell recognizes and accepts the role as a trusted advisor and will work to make every experience rewarding and beneficial.

Love for community.

Darrell has always had a deep passion for the vibrant, soulful city of Memphis and the people and places that call it home. He is a Memphis Tourism Board Member, member of Christ United Methodist Church and a 2018 Memphis Business Journal Forty Under 40 honoree.

Family, it is what matters.

When away from the office, Darrell enjoys playing golf, traveling and spending time with his wife Libby and their two children, Holston and Millie.
- The University of Tennessee, Bachelor of Science, Education (B.S.): 2001 - 2005
Business succession

Professional athletes

Professional entertainers

Multi-generational families

Business owners

Entrepreneurs

Professionals

Corporate executives

6070 Poplar Avenue
Triad Center III
Memphis, TN 38119
Heather Stephens

Client Associate
Heather Stephens

Client Associate

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3034
View bio
Measuring success by service.

Heather’s love for the financial industry began during her years as a branch manager for SunTrust Bank. During her tenure as a branch manager, Heather’s leadership skills and dedication earned her the distinction of Top Performing Branch Manager of the Year in 2006. As a Client Service Associate, Heather embodies her nurturing personality that makes every client feel like her only client. Providing professionalism and attention to detail is how she measures her success.

Dedicated to work and motherhood.

Heather has always devoted herself to both work and motherhood. She and Dale, her husband of 21 years, are proud parents of two sons, Skylan and Joyner, and two daughters, London and Halana. Heather most recently served as the financial secretary at her children’s high school, satisfying her desire to be available for her children while remaining in finance. She has also penned a book on parenting entitled, “Mama Didn’t Half-Step, A Mother’s Role in Restoring the Family.”

Back to her roots.

Now that Heather’s children are entering college, she is excited to be back in the financial services workforce. Heather is a proud graduate of Lane College. She is active in leadership at her church. She loves writing, acting, teaching, and inspiring others.
- Lane College, Bachelor of Science and Biology (B.S.): 1991 - 1995
6070 Poplar Avenue
Triad Center III
Memphis, TN 38119

Private Wealth Advisors

John E. Wilfong, CEPA

Senior Vice President–Wealth Management

Financial Advisor
Our clients are good people—they care about others, they give back, they have integrity.

John E. Wilfong, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3044
View bio Industry recognition
- AK
- AL
- AR
- CA
- DC
- FL
- GA
- IA
- IL
- KS
- LA
- MD
- MN
- MO
- MS
- NC
- NJ
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WY
Serving clients. Improving lives. Impacting the world.
As leader of the team since 2007, John oversees the investment management process to help pursue and reach client goals. He believes a solid investment strategy involves proper diversification, suitable risk limits, regular rebalancing, and tactical positioning depending on market conditions.

To John, careful financial planning, investing and philanthropy can not only make a difference in the lives of clients, but can positively impact the world as well.

Educated in finance. And on the court.
At the University of Memphis, John had the unique experience of playing in the NCAA Final Four as a member of their highly successful basketball team. He learned the importance of working together as a team and applies that experience today to best serve Wilfong Meyer Gage Group’s clients. After graduating in 1987 with a degree in finance, he joined the investment firm of Morgan Keegan, and later earned his M.B.A. to further his education.

A life of charity and family.
Outside the office, John is involved in a number of impactful charities, including Coaching for Literacy, (Board Chairman), the University of Memphis Foundation, (Investment Committee Chairman), and the National Christian Foundation Memphis, (Founder).

He and his wife Catherine have been married for almost thirty years. They are the proud parents of three sons, Jonathan, Bennett, and Luke.
- Forbes Best-in-State Wealth Advisors , 2022
- The University of Memphis, Bachelor of Business Administration (B.A.) Finance: 1987
- The University of Memphis, Master of Business Administration (M.B.A.): 2004
- Certified Exit Planning Advisor
Philanthropy

Exit planning

Business succession

Investing

Professional athletes

Multi-generational families

Business owners

Entrepreneurs

6070 Poplar Avenue
Triad Center III
Memphis, TN 38119
Michelle F. Martini

Wealth Management Associate
Michelle F. Martini

Wealth Management Associate

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3081
View bio
- AR
- FL
- MS
- TN
The personal touch of client service.
As a Wealth Management Associate, Michelle’s role is to help ensure that every client receives exceptional and personalized service. She strives to make each individual feel special and cared for in a way that’s tailored specifically to their needs. Her other priority at the office is supporting the team—listening to what they need, solving problems and keeping everyone on task. She loves helping others and finds her job highly rewarding.

Dedicated to leadership training.
Michelle attended Mississippi State University and currently holds the Series 7, 63 and 65 securities licenses. She’s attended several workshops in leadership training and time management.

Putting others first.
Michelle volunteers annually with Service Over Self and Project Transformation. She’s also coordinated the team's "Season of Service" efforts at UBS branch in 2018 and 2019. In 2019 this included helping the homeless with meals and clothes.

She’s been married for more than 30 years and has two children and two dogs. She loves reading, photography, and spending time with her family.
- Mississippi State University
6070 Poplar Avenue
Triad Center III
Memphis, TN 38119

Strategic Partners

Douglas R. "Doug" Meyer, CFP

Senior Vice President–Wealth Management

Financial Advisor
Douglas R. "Doug" Meyer, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3088
View bio
- AK
- AL
- AR
- CA
- DC
- FL
- GA
- IA
- IL
- KS
- LA
- MD
- MN
- MO
- MS
- NC
- NJ
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WY
Precision and acuity in financial planning.
As a graduate of the United States Naval Academy and a former Navy pilot, Doug leverages the concept of flight planning in financial planning. He has a specific process to help clients articulate their core values, identify specific financial goals and determine the precise point where they need to begin their journey. Regular meetings assure that they’re either on track to meet their objectives or need to adjust course.

In Doug’s experience, many people think wealth management is rather complex. His role is to simplify the process, and to help make life easier for his clients. His mission has always been to help people take care of their families as well as to benefit the causes that are important to them.

Years of training and financial experience.
Doug began his financial career in 1987 at the Union Central Life Insurance Company, establishing himself as a financial planner. Teaming up with John Wilfong in 2004, they joined UBS in 2007 forming the firm that exists today. He is a Certified Financial Planner™ (CFP®) and holds the Series 6, 7, 9, 10, 63 and 65 securities licenses.

Giving back to others.
Doug helped create Coaching for Literacy and the WiseHeart Foundation, two organizations committed to children and to making a real difference in the world. He also has a passion for mentoring young adults in their career paths.

He enjoys reading, golf and spending time with his family. Married since 1981, he and his wife Ginger have two grown daughters.
- United States Naval Academy, Bachelor of Science (B.S.), Management
- CERTIFIED FINANCIAL PLANNER™
- Retirement Plan Consultant
- Life Underwriter Training Council Fellow
Financial planning

Retirement planning

Estate planning strategies

Legacy planning

Retirement Plan consulting

Multi-generational families

Business owners

Professionals

6070 Poplar Avenue
Triad Center III
Memphis, TN 38119
Keri T. Gage

Senior Vice President–Wealth Management

Financial Advisor
Keri T. Gage

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3022
View bio Industry recognition
- AK
- AL
- AR
- CA
- DC
- FL
- GA
- IA
- IL
- KS
- LA
- MD
- MN
- MO
- MS
- NC
- NJ
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WY
A career of helping others.
It didn't take Keri long to learn that the thing she loves most about her career is helping people make wise decisions about their money. Starting as a trust officer at Sun Trust in 1993, she discovered the key metrics necessary to generate income and protect client assets. Five years later, she moved to Regions Morgan Keegan and served as a trust officer and Private Wealth Advisor—learning the best practices to use leverage and credit to benefit her clients.

Joining UBS in 2012, Keri today combines her skills with other team members to serve clients at her highest level. Her goal: to help you reach yours. Her focus: women in transition and estate planning.

A continuing financial education.
With a bachelor's degree in accounting from the University of Tennessee at Chattanooga, Keri also graduated from Southern Trust School in 1996; Cannon Financial Comprehensive Wealth Management School in 2003; and the Leadership Memphis Executive Program in 2014. She utilizes her wealth of education every day at UBS in pursuit of client goals.

A passion for theatre. A heart for literacy.
Keri currently serves on the Board of Directors for the Orpheum Theatre Group in Memphis and has been on the executive committee the last six years. She is also a volunteer for Arise2Read and tutors two children every week during the school year to improve literacy.

She enjoys yoga, theatre, fitness and cooking with her family. She and her husband Doug have been married for over 30 years and have two daughters, Grace and Anna.
- Forbes America’s Top Women Wealth Advisors, 2022
- Forbes Best-in-State Wealth Advisors , 2022
- Forbes Best-in-State Women Wealth Advisors, 2022
- University of Tennessee Chattanooga, Bachelor of Science (B.S.), Accounting
- Southern Trust School: 1996 - 1996
- Cannon Financial Comprehensive Wealth Management School: 2003 - 2003
- Leadership Memphis Executive Program: 2014 - 2014
Investing

Banking

Lending services

Cash management

Securities-backed lending

Multi-generational families

Women investors

Family Offices

6070 Poplar Avenue
Triad Center III
Memphis, TN 38119
S. Ryan Viner

Financial Advisor
S. Ryan Viner

Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3037
View bio
- AK
- AL
- AR
- CA
- DC
- FL
- GA
- IL
- KS
- LA
- MD
- MN
- MO
- MS
- NC
- NJ
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WY
Focus on the future.
Ryan focuses on creating financial plans for adults, approximately between the ages of 20 and 40, who are building wealth independently through their careers, inheriting wealth, or both. Each client is unique and one size fit all financial plans don’t work. Ryan creates trusting relationships by learning clients personal stories – financial perspectives, goals, and needs. This approach produces comprehensive financial plans and consistent communication which strives to help clients make the money moves that are right for them.

Ryan holds Series 7 and Series 66 licenses, earned an B.B.A. in Business Administration from the University of Mississippi, and is a graduate from the Sally McDonnell Barksdale Honors College at the University of Mississippi.

A passion for philanthropy and education.
Outside the office, Ryan is deeply involved in the work of Coaching for Literacy where he formerly served as the Executive Director for 6 years. Ryan currently serves on the Board of Directors for Believe Memphis Academy, a tuition-free, college preparatory charter school preparing students in grades 4th through 8th.

Dedication to family.
He and his wife Madeline have been married for 7 years. They are the proud parents of two sons, Levi and Bowen.
- The University of Mississippi, Bachelor of Business Administration (B.B.A.), Marketing
- Sally McDonnell Barksdale Honors College, University of Mississippi, Honors Scholar, Business Administration: 2006 - 2011
Financial planning

Philanthropy

Professional athletes

Multi-generational families

Business owners

Entrepreneurs

Professionals

Corporate executives

6070 Poplar Avenue
Triad Center III
Memphis, TN 38119
Darrell Smith

Financial Advisor
Darrell Smith

Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3074
View bio
- AK
- AL
- AR
- CA
- DC
- FL
- GA
- IA
- IL
- KS
- LA
- MD
- MN
- MO
- MS
- NC
- NJ
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WY
Reimagining what is possible.

After a 17-year career in the world of professional golf and most recently as the Executive Director of the FedEx St. Jude Championship, Darrell brings a unique perspective to the Wilfong Meyer Gage Group at UBS. Staging a global sporting event takes precise coordination amongst many key stakeholders and those same principles will help the clients and families we serve achieve financial success. Darrell recognizes and accepts the role as a trusted advisor and will work to make every experience rewarding and beneficial.

Love for community.

Darrell has always had a deep passion for the vibrant, soulful city of Memphis and the people and places that call it home. He is a Memphis Tourism Board Member, member of Christ United Methodist Church and a 2018 Memphis Business Journal Forty Under 40 honoree.

Family, it is what matters.

When away from the office, Darrell enjoys playing golf, traveling and spending time with his wife Libby and their two children, Holston and Millie.
- The University of Tennessee, Bachelor of Science, Education (B.S.): 2001 - 2005
Business succession

Professional athletes

Professional entertainers

Multi-generational families

Business owners

Entrepreneurs

Professionals

Corporate executives

6070 Poplar Avenue
Triad Center III
Memphis, TN 38119
Heather Stephens

Client Associate
Heather Stephens

Client Associate

UBS Financial Services Inc.

Private Wealth Management

6070 Poplar Avenue
Triad Center III
Suite 400
Memphis, TN 38119

901-415-3034
View bio
Measuring success by service.

Heather’s love for the financial industry began during her years as a branch manager for SunTrust Bank. During her tenure as a branch manager, Heather’s leadership skills and dedication earned her the distinction of Top Performing Branch Manager of the Year in 2006. As a Client Service Associate, Heather embodies her nurturing personality that makes every client feel like her only client. Providing professionalism and attention to detail is how she measures her success.

Dedicated to work and motherhood.

Heather has always devoted herself to both work and motherhood. She and Dale, her husband of 21 years, are proud parents of two sons, Skylan and Joyner, and two daughters, London and Halana. Heather most recently served as the financial secretary at her children’s high school, satisfying her desire to be available for her children while remaining in finance. She has also penned a book on parenting entitled, “Mama Didn’t Half-Step, A Mother’s Role in Restoring the Family.”

Back to her roots.

Now that Heather’s children are entering college, she is excited to be back in the financial services workforce. Heather is a proud graduate of Lane College. She is active in leadership at her church. She loves writing, acting, teaching, and inspiring others.
- Lane College, Bachelor of Science and Biology (B.S.): 1991 - 1995
6070 Poplar Avenue
Triad Center III
Memphis, TN 38119

The proof is in our numbers

Years in business as a team

Collective years of experience

7 person

seasoned team

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

Global leader

UBS is a world-leading wealth manager

3.3 million

Vulnerable children
reached by the UBS Optimus
Foundation in 2019²

²https://www.ubs.com/global/en/ubs-society/philanthropy/optimus-foundation/driving-change.html

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Private Wealth Advisors

John E. Wilfong, CEPA

Michelle F. Martini

Strategic Partners

Douglas R. "Doug" Meyer, CFP

Keri T. Gage

S. Ryan Viner

Darrell Smith

Heather Stephens

Private Wealth Advisors

John E. Wilfong, CEPA

Michelle F. Martini

Strategic Partners

Douglas R. "Doug" Meyer, CFP

Keri T. Gage

S. Ryan Viner

Darrell Smith

Heather Stephens

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