Wealth advice for your life's goals

Chattanooga

Global Capabilities. Local Roots. Custom Advice.


The advice of an experienced wealth management team can help you pursue your most cherished goals while avoiding potential pitfalls. As a leading office of one of the world’s largest wealth management firms, UBS, we are well-versed in the complex needs of high net worth families and business owners, and have the global resources to deliver exceptional results.

Our office is the premier wealth management firm in Chattanooga. Our clients have entrusted us to help oversee over $5 billion of their hard-earned assets – a reflection of the high standard of care we strive to consistently deliver. We are known for comprehensive planning and advice, all forms of investment management, responsive service and a culture that puts clients’ best interests first.

Our team of over 50 employees is deeply rooted in the Chattanooga community. As the city has grown and changed, we have been consistent supporters of a number of local educational, civic and religious organizations. We can connect you with the global capabilities and solutions of UBS without losing sight of what it means to live and work right here.

Talk to us about your wealth planning, investment management, lending, business succession and multigenerational wealth transfer needs. We look forward to starting the conversation.

  • Jefferson Cronan

    Jeff Cronan, CFP®

    Executive Director

    Market Director

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    • AL
    • AR
    • CA
    • FL
    • GA
    • KY
    • MA
    • MI
    • MO
    • SC
    • TN
    • TX
    • VA

        • CERTIFIED FINANCIAL PLANNER™
        One Union Square
        Suite 100
        Chattanooga, TN 37402
      • Robert Martin

        Robert Martin

        Associate Director

        Admin Manager

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        • AL
        • AR
        • KY
        • LA
        • MS
        • TN

              One Union Square
              Krystal Building
              Chattanooga, TN 37402
            • Stacy Jolley

              Stacy Jolley

              Wealth Management Associate

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              • AL
              • FL
              • GA
              • LA
              • MO
              • MS
              • TN
              • TX

                    One Union Square
                    Suite 100
                    Chattanooga, TN 37402
                  • Stacey Roseman

                    Stacey Roseman

                    Client Associate

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                    • TN

                          One Union Square
                          Suite 100
                          Chattanooga, TN 37402

                        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.

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                        Investment management

                        Investment management

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                        UBS and Credit Suisse—stronger than ever

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $3.9 trillion

                        In invested assets globally 
                        As of 12/31/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

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