Lasting relationships

Understanding what matters most to you

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.

Start the conversation

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 McLaughlin Wood

Executive Director

Market Executive
View bio
- 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
Jason Schrimsher, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- SC
- 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
Frances Huffman

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- 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
Andrew Mann

Financial Advisor
View bio
- 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
Miles Stumb

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- 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
LeeAnn Cassingham

Wealth Strategy Associate
View bio
- 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

Madison Chambers

Client Associate
View bio
116 Jefferson Street South
Suite 100
Huntsville, AL 35801

madison.chambers@ubs.com

Madison Chambers

116 Jefferson Street South,Huntsville,AL,35801

Ryan McLaughlin Wood

Executive Director

Market Executive
View bio
- 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
Jason Schrimsher, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- SC
- 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
Frances Huffman

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- 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
Andrew Mann

Financial Advisor
View bio
- 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
Miles Stumb

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- 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
LeeAnn Cassingham

Wealth Strategy Associate
View bio
- 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
Madison Chambers

Client Associate
View bio
116 Jefferson Street South
Suite 100
Huntsville, AL 35801

madison.chambers@ubs.com

Madison Chambers

116 Jefferson Street South,Huntsville,AL,35801

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships

Pursuing your goals together

Ryan McLaughlin Wood

Jason Schrimsher, CFP®

Frances Huffman

Andrew Mann

Miles Stumb

LeeAnn Cassingham

Madison Chambers