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.

Sara Barrett

Executive Director

Market Director
View bio
- AL
- AR
- CO
- CT
- DC
- FL
- HI
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MS
- MT
- NE
- NH
- NJ
- OK
- OR
- PA
- PR
- SD
- TN
- UT
- VT
Sara Perez Barrett is the Market Director for the UBS offices in Memphis, Arkansas and Mississippi. In her role, she serves as an advocate and partner to our financial advisors and support staff to deliver comprehensive wealth management advice for our clients.

Sara first joined UBS in New York City in 2012 in the firm’s banking business. From 2013 to 2015, she worked with various roles as part of the Graduate Talent Program including Private Wealth Management Strategy, Alternative Investment Sales, Advisory Solutions, and Equity Research. In 2015, she joined the US division of UBS' Chief Investment Office (CIO) as a strategist covering the municipal bond market.

Sara moved to Nashville in 2017 to help lead our wealth management business across Tennessee, Kentucky, Louisiana and Arkansas as an Assistant Market Head. Sara is a graduate of Vanderbilt University where she received a B.A. cum laude in Economics, History and Spanish. She currently resides in Germantown, TN with her husband, daughter, and their dog Murphy.

Experience to guide you forward
- Market Director, UBS, 2023 - present
- Branch Manager, UBS 2020 - 2023
- Assistant Market Head, UBS 2017-2020
- Municipal Credit Strategist, UBS 2015 - 2017
- Graduate Talent Program Analyst, UBS 2013 – 2015
My professional achievements and education
- FINRA Series 7, 9, 10, 52, 66 licensed
- B.A. cum laude, Economics, History, & Spanish - Vanderbilt University
6070 Poplar Avenue
Triad Center III
Memphis, TN 38119

sara.barrett@ubs.com

Sara Barrett

6070 Poplar Avenue,Memphis,TN,38119

Sara Barrett

Executive Director

Market Director
View bio
- AL
- AR
- CO
- CT
- DC
- FL
- HI
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MS
- MT
- NE
- NH
- NJ
- OK
- OR
- PA
- PR
- SD
- TN
- UT
- VT
Sara Perez Barrett is the Market Director for the UBS offices in Memphis, Arkansas and Mississippi. In her role, she serves as an advocate and partner to our financial advisors and support staff to deliver comprehensive wealth management advice for our clients.

Sara first joined UBS in New York City in 2012 in the firm’s banking business. From 2013 to 2015, she worked with various roles as part of the Graduate Talent Program including Private Wealth Management Strategy, Alternative Investment Sales, Advisory Solutions, and Equity Research. In 2015, she joined the US division of UBS' Chief Investment Office (CIO) as a strategist covering the municipal bond market.

Sara moved to Nashville in 2017 to help lead our wealth management business across Tennessee, Kentucky, Louisiana and Arkansas as an Assistant Market Head. Sara is a graduate of Vanderbilt University where she received a B.A. cum laude in Economics, History and Spanish. She currently resides in Germantown, TN with her husband, daughter, and their dog Murphy.

Experience to guide you forward
- Market Director, UBS, 2023 - present
- Branch Manager, UBS 2020 - 2023
- Assistant Market Head, UBS 2017-2020
- Municipal Credit Strategist, UBS 2015 - 2017
- Graduate Talent Program Analyst, UBS 2013 – 2015
My professional achievements and education
- FINRA Series 7, 9, 10, 52, 66 licensed
- B.A. cum laude, Economics, History, & Spanish - Vanderbilt University
6070 Poplar Avenue
Triad Center III
Memphis, TN 38119

sara.barrett@ubs.com

Sara Barrett

6070 Poplar Avenue,Memphis,TN,38119

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