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.

Architect at drawing table

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

Donors and philanthropists

Women in transition

Planning based on your priorities

Investing focused on your goals

Business Planning–Accelerate your value

CEPA® Value Acceleration Process

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

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.

You. Connected.

Your family

Your family

Your business

Your business

Your legacy

Your legacy

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.

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.

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.

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

    John E. Wilfong, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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 2022

    Michelle F. Martini

    Wealth Management Associate

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    • 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

      • doug

        Douglas R. "Doug" Meyer, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • 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 2022

          Keri T. Gage

          Senior Vice President–Wealth Management

          Financial Advisor

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          • 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
          • Ryan 2022

            S. Ryan Viner

            Financial Advisor

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            • 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
              • DS - 2022 Headshot

                Darrell Smith

                Financial Advisor

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                • 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

                    Heather Stephens

                    Client Associate

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                      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

                        17

                        Years in business as a team

                        92

                        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

                        Insights