Lasting relationships

Understanding what matters most to you

Young family on beach

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.

rowing

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.

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    Jason Schrimsher, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • TN
    • TX
    • VA
    • WA
    • WI

    Jason's primary role is to custom-design investment plans for our clients and monitor the plan performance once in place. A Huntsville native, Jason is a graduate of UA Huntsville. In his free time, he's active with the Make-A-Wish Foundation, Leadership Huntsville, The United Way, and the CFP Continuing Education Program. Jason and his wife Greta live in Huntsville with their two children, Hannah and Jack.

    • Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        116 Jefferson Street South
        Suite 100
        Huntsville, AL 35801
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        Frances Huffman

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • CA
        • CO
        • DE
        • FL
        • GA
        • IL
        • KS
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MS
        • NC
        • NJ
        • NY
        • OH
        • OK
        • PA
        • TN
        • TX
        • VA
        • WA
        • WI

              116 Jefferson Street South
              Suite 100
              Huntsville, AL 35801
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              Andew Mann

              Financial Advisor

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              • AK
              • AL
              • AR
              • AZ
              • CA
              • CO
              • DE
              • FL
              • GA
              • IL
              • KS
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MS
              • NC
              • NJ
              • NY
              • OH
              • OK
              • OR
              • PA
              • TN
              • TX
              • VA
              • WA
              • WI

                    116 Jefferson Street South
                    Suite 100
                    Huntsville, AL 35801
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                    Miles Stumb

                    First Vice President–Wealth Management

                    Financial Advisor

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                    • AK
                    • AL
                    • AR
                    • AZ
                    • CA
                    • CO
                    • DE
                    • FL
                    • GA
                    • IL
                    • KS
                    • KY
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • MO
                    • MS
                    • NC
                    • NJ
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • TN
                    • TX
                    • VA
                    • WA
                    • WI

                          116 Jefferson Street South
                          Suite 100
                          Huntsville, AL 35801

                        Focus on liquidity management

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                        Tree

                        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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