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.

  • Patrick Cook

    Patrick Cook

    Associate Director

    Associate Market Executive

    • image
    • image
    • image
    • 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
        Three generations in apple orchard

        Turn possibilities into a plan

        House View Monthly

        Mountain climbers on peak at sunrise

        A leading global wealth manager

        Texas

        Donor-advised funds

        Year-end charitable giving

        As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

        For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $6.9 trn

        UBS Group invested assets
        As of 10/29/2025

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

        Insights

        This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

        Go to privacy settings