How can you pursue what matters most?

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Ryan currently serves as one of UBS’s Market Executives, responsible for leading the wealth management businesses in Tennessee, Kentucky, Louisiana, Arkansas, Alabama and Mississippi. Prior to leading the South Central Market, Ryan led the UBS office in Greenville, SC and held a variety of roles for UBS in the greater New York City area. She joined UBS in 2009 as part of their Graduate Talent Program.

During her tenure at UBS, Ryan has always focused on helping Financial Advisors and their teams grow their businesses and deliver the firm to clients. She serves on the UBS Leadership Advisory Council, which is an elite and diverse group of Field Leaders who work directly with Senior Management to build upon UBS’s success as the preeminent Global Wealth Management Firm.

Ryan graduated magna cum laude from the University of Georgia with a Bachelor of Business Administration in Risk Management and Insurance. She holds her Series 7, Series 66, Series 9, Series 10, and Series 3 licenses with FINRA.

Ryan resides in Nashville, TN with her husband, Barrett, and young daughter, Simmons. She is an active member of the community, currently serving on the Board of Directors for the Nashville Public Library Foundation, Cheekwood Estate & Gardens, and OZ Arts. Additionally, she is the 2023 Co-Chair for the Goodwill Industries of Middle Tennessee Impact Awards. She is a former member of the United Way Greenville County Board of Directors and National Advisory Council for her high school, The Harpeth Hall School, in Nashville. TN. In her spare time, she enjoys traveling, trying out new restaurants and spending time with family and friends.  

• University of Georgia, Bachelor of Business Administration in Risk Management and Insurance

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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.

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• CA
• IN
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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.

• 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.