How can you pursue what matters most?


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.

  • Jeff Woody

    Jeff Woody

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Jeff has been with UBS for over 23 years at UBS. He currently is the Associate Market Executive for the South Central Market and also serves as the Market Director for Middle Tennessee and Alabama. Prior to his current role, Jeff served as the Divisional Business Development Manager for the Central and Southeast Divisions at UBS, covering over 100 Branches across 23 States, plus Puerto Rico. Jeff also ran the Advisory Consulting Group for the US Wealth Management business from 2011 to 2016. Jeff and his wife of 25 years (Denise) have two daughters, Emily who is a Sophomore at University of Tennessee, Knoxville and Ellie who is a Junior in High School.

          6100 Tower Circle
          Suite 100
          Franklin, TN 37067
        •  Robert Martin

          Robert Martin

          Associate Director

          Admin Manager

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

          As a Branch Admin Manager for the South Central Market, he is responsible for supporting the leadership and development for the Team Associates across five branches.  He ensures that the day-to-day operations of the business is run effectively and efficiently. He has spent the last 15 years of his career doing a variety of jobs, from serving as a Financial Advisor, working in compliance and also leading a team in back office operations, focused on Mutual funds.  More recently he has come back to the branch and for the past three years he has  passionately been helping FAs and their teams to provide premier service to clients.

           Robert Holds his Series 7, 63, 65 securities licenses and Series 9 & 10 Supervisory Licensures.


                One Union Square
                Krystal Building
                Chattanooga, TN 37402
              • Katrina Walker

                Katrina Walker


                Market Supervisory Officer

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                • AL
                • AR
                • CA
                • IN
                • KY
                • LA
                • MS
                • OH
                • TN

                Katrina started in the financial services industry in 2000 with Paine Webber and through the McDonald Investments acquisition in 2007, she rejoined UBS. She holds Series 7, 9, 10, and 66 securities licenses and has held various roles, including registered client service associate, branch administrative manager and complex administrative manager.

                As the current South Central Market Supervisory Officer, Katrina is responsible for ensuring the market is in compliance with risk management guidelines by establishing relationships with advisory teams. Katrina and her two daughters live in Bloom Carroll, Ohio. In her spare time she enjoys watching sports, live music and singing karaoke.

                      Home Worker OH
                      Home Worker OH, OH 000
                    • Curt Denney

                      Curt Denney


                      Supervisory Officer

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                      • TN

                      Curt currently serves as the Client Experience Director for the South Central Market which includes Tennessee, Kentucky, Alabama, Mississippi, Arkansas and Louisiana. He works with UBS leaders across his territory to driving empowerment and elevating the service experience for our Advisors, their teams and ultimately our clients.  Prior to the Client Experience Director role, Curt held a variety of roles with UBS.

                      Curt graduated from Middle Tennessee State University with a Bachelor of Business Administration in Finance. He holds his Series 7, Series 66, Series 9 and 10 licenses with FINRA. Curt resides in Kingston Springs, TN.  In his free time, he enjoys fishing, hiking, baseball and spending time with family and friends.

                            3102 West End Avenue
                            Suite 500
                            Nashville, TN 37203

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                          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.

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                          As of 12/31/2022

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