How can you pursue what matters most?

Franklin-TN

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.

  • Ryan McCann Photo

    Ryan McCann

    Executive Director

    Market Director

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    • AL
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KY
    • MD
    • MN
    • MO
    • NC
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • WA

    Ryan is a financial advisor who works with individuals and business owners to manage their multi-faceted financial affairs.  After more than 20 years of working with clients to achieve their goals, he recognizes that clients deserve a well thought out plan prior to making an investment recommendation.  Planning may encompass retirement, education, estate and wealth transfer, liability, insurance and long-term care.  Ryan is devoted to building a lifelong relationship with his clients and helping them through every phase of life.

    Ryan was born and raised in Northeast Ohio.  He attended the University of Louisville on a golf scholarship. Upon graduation, Ryan worked in the telecommunications sales and medical sales fields for 8 years.  He started his financial services career in 2000 as an advisor with Smith Barney in Louisville.  In 2009 Ryan moved to UBS.  Ryan was manager of the downtown Louisville, KY branch for 2 years and then moved to Franklin, TN to open and manage a new UBS branch.  He is licensed with series 7, 63 and 65 as well as insurance.  Also series 9 and 10 for branch management and supervision. 

    Ryan and his wife, Sarah have triplets:  Elizabeth, Charlie and Jack.  His interest and hobbies include coaching youth sports, golf, supporting activities such as church mission trips, mentoring military personnel as they move back to the private sector and many other UBS branch charitable or season of service events.

     Financial Planning Specialist - Smith Barney, 2006 - 2008

          6100 Tower Circle
          Suite 100
          Franklin, TN 37067
          ryan.mccann@ubs.com
          Ryan McCann
          6100 Tower Circle,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
                robert.a.martin@ubs.com
                Robert Martin
                One Union Square,Chattanooga,TN,37402
              • Katrina Walker

                Katrina Walker

                Director

                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
                      katrina.walker@ubs.com
                      Katrina Walker
                      Home Worker OH,Home Worker OH,OH,000
                    • Curt Denney

                      Curt Denney

                      Director

                      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
                            curt.denney@ubs.com
                            Curt Denney
                            3102 West End Avenue,Nashville,TN,37203

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