Jackson, MS Branch Office
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Experience

Makes all the difference

Sara Barrett

Executive Director

Market Director

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

Registered States:
  • 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 Barrett

6070 Poplar Avenue
Triad Center III
Memphis, TN 38119

Email Me

Sara Barrett

Executive Director

Market Director

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

Registered States:
  • 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
6070 Poplar Avenue
Triad Center III
Memphis, TN 38119

Email Me

sara.barrett@ubs.com
Sara Barrett
6070 Poplar Avenue,Memphis,TN,38119

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