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.

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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

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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.

Patrick Cook

Associate Director

Associate Market Executive
View bio
- AL
- AR
- DC
- FL
- HI
- IN
- KY
- MA
- MD
- ME
- MI
- MT
- NE
- NH
- NJ
- OK
- OR
- PA
- SD
- TN
- UT
- VT
Pat currently serves as the Associate Market Executive. In this role, he is responsible for developing the business strategy and helping Financial Advisors and their teams grow their business and deliver the firm to clients.

Pat joined UBS in 2021 as Senior Managing Consultant, where he worked as a strategic advisor and contributed to the development of the digital banking platform for UBS Bank USA. He started his financial services career in 2014 and has held various roles across the independent channel, working extensively with Financial Advisors. His responsibilities spanned from the front, middle and back-office functions, including business development, enhancing the client experience, identifying growth opportunities, and consulting financial advisors launching their own independent practices.

Pat graduated cum laude from the University of Notre Dame with an M.B.A., with concentrations in strategy and corporate finance. He currently holds his Series 7, Series 66, Series 9, and Series 10 licenses with FINRA.

Pat grew up on the central coast of California and now resides in Nashville, TN with his wife, Sara, and their Doberman, Millie. Pat enjoys staying active through working out and playing sports, exploring new restaurants, spending time with his family and friends, and watching football.
3102 West End Avenue
Suite 500
Nashville, TN 37203

pat.cook@ubs.com

Patrick Cook

3102 West End Avenue,Nashville,TN,37203

Patrick Cook

Associate Director

Associate Market Executive
View bio
- AL
- AR
- DC
- FL
- HI
- IN
- KY
- MA
- MD
- ME
- MI
- MT
- NE
- NH
- NJ
- OK
- OR
- PA
- SD
- TN
- UT
- VT
Pat currently serves as the Associate Market Executive. In this role, he is responsible for developing the business strategy and helping Financial Advisors and their teams grow their business and deliver the firm to clients.

Pat joined UBS in 2021 as Senior Managing Consultant, where he worked as a strategic advisor and contributed to the development of the digital banking platform for UBS Bank USA. He started his financial services career in 2014 and has held various roles across the independent channel, working extensively with Financial Advisors. His responsibilities spanned from the front, middle and back-office functions, including business development, enhancing the client experience, identifying growth opportunities, and consulting financial advisors launching their own independent practices.

Pat graduated cum laude from the University of Notre Dame with an M.B.A., with concentrations in strategy and corporate finance. He currently holds his Series 7, Series 66, Series 9, and Series 10 licenses with FINRA.

Pat grew up on the central coast of California and now resides in Nashville, TN with his wife, Sara, and their Doberman, Millie. Pat enjoys staying active through working out and playing sports, exploring new restaurants, spending time with his family and friends, and watching football.
3102 West End Avenue
Suite 500
Nashville, TN 37203

pat.cook@ubs.com

Patrick Cook

3102 West End Avenue,Nashville,TN,37203

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.}

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A leading global wealth manager

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager