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.

  • Ryan Wood

    Ryan McLaughlin Wood

    Executive Director

    Market Executive

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

    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.  

          3102 West End Ave
          Suite 500
          Nashville, TN 37203
          ryan.mclaughlin@ubs.com
          Ryan McLaughlin Wood
          3102 West End Ave,Nashville,TN,37203
        • image

          Jason Schrimsher, CFP®

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • IL
          • KY
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • NC
          • NJ
          • NV
          • 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, 2023, 2024The 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
              jason.schrimsher@ubs.com
              Jason Schrimsher, CFP®
              116 Jefferson Street South,Huntsville,AL,35801
            • image

              Frances Huffman

              Senior Vice President–Wealth Management

              Financial Advisor

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

                    116 Jefferson Street South
                    Suite 100
                    Huntsville, AL 35801
                    frances.huffman@ubs.com
                    Frances Huffman
                    116 Jefferson Street South,Huntsville,AL,35801
                  • image

                    Andrew Mann

                    Financial Advisor

                    • image
                    • image
                    • image
                    • AL
                    • AR
                    • AZ
                    • CA
                    • CO
                    • DE
                    • FL
                    • GA
                    • IL
                    • KY
                    • MD
                    • MI
                    • MN
                    • MO
                    • NC
                    • NJ
                    • NV
                    • NY
                    • OH
                    • OK
                    • OR
                    • TN
                    • TX
                    • VA
                    • WA

                          116 Jefferson Street South
                          Suite 100
                          Huntsville, AL 35801
                          andrew.mann@ubs.com
                          Andrew Mann
                          116 Jefferson Street South,Huntsville,AL,35801
                        • image

                          Miles Stumb

                          First Vice President–Wealth Management

                          Financial Advisor

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

                                116 Jefferson Street South
                                Suite 100
                                Huntsville, AL 35801
                                miles.stumb@ubs.com
                                Miles Stumb
                                116 Jefferson Street South,Huntsville,AL,35801
                              • image

                                LeeAnn Cassingham

                                Wealth Strategy Associate

                                • image
                                • image
                                • AL
                                • AR
                                • AZ
                                • CA
                                • CO
                                • FL
                                • GA
                                • OR
                                • TN
                                • TX
                                • UT
                                • VA
                                • WA

                                      116 Jefferson Street South
                                      Suite 100
                                      Huntsville, AL 35801
                                      leeann.cassingham@ubs.com
                                      LeeAnn Cassingham
                                      116 Jefferson Street South,Huntsville,AL,35801
                                    • image

                                      Madison Chambers

                                      Client Associate

                                      • image
                                      • image

                                              116 Jefferson Street South
                                              Suite 100
                                              Huntsville, AL 35801
                                              madison.chambers@ubs.com
                                              Madison Chambers
                                              116 Jefferson Street South,Huntsville,AL,35801

                                            Why does A.I. in space matter?

                                            Outlook on interest rates

                                            Tree

                                            UBS and Credit Suisse—stronger than ever

                                            Global Wealth Report 2024

                                            Crafted wealth intelligence

                                            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                            Gain additional insights into the trends shaping wealth in the US and around the world.

                                            Download the report

                                            A leader in wealth management

                                            Backed by the strength of our parent company, UBS AG

                                            $5.8+ trn

                                            UBS Group invested assets
                                            As of 03/31/2024

                                            51 countries

                                            Our global footprint

                                            Global leader

                                            UBS is a leading and truly global wealth manager

                                            Insights