$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Executive Director
Market Director
Associate Director
Admin Manager
Wealth Management Associate
Registered Client Associate
Executive Director
Market Director
Associate Director
Admin Manager
Wealth Management Associate
Registered Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
