Experience

Chris joined UBS in 2002 and currently leads the firm's East Tennessee wealth management businesses in Knoxville and Tri-Cities. Chris enjoys being actively involved in the business and personal lives of the UBS Knoxville team members and serving as their champion internally and externally. Previously Chris served as the Assistant Market Head for the Tennessee Kentucky Market based in the firm’s Nashville offices. While living in New York City, he served as a Management Training Advisor and Regional Development Officer, both part of New Financial Advisor Development at UBS . Subsequently, as a Senior Practice Management Consultant, he facilitated development programs and consulted for the firm's most high performing financial advisors and teams across the United States. He began his career at Morgan Stanley Dean Witter, there he received multiple performance awards. Chris holds an undergraduate degree in finance and a MBA, both awarded from East Tennessee State University. He serves on the Board of Trustees for Christian Academy of Knoxville and previously the Knoxville Museum of Art. Chris adores his wife Esha and their 11 year old son Alex and currently reside in west Knoxville, TN. Chris enjoys cheering on Alex's athletic and academic endeavors and prioritizes faith, family and impact.

As a Market Administrative Officer of the South Central Market, Cheryl is responsible for the leadership and development of the administrative team and support staff. She ensures the day-to-day operations of the business run effectively and efficiently. She has spent the past 15 years of her career at UBS Financial Services serving various roles in client service, supervisory and administrative management. She leverages her leadership experience from her prior roles as Market Supervisory Officer and her relationship building experience as a Senior Wealth Strategy Associate to deliver a high level of service to each employee and client through consistent and thoughtful communication. With over 24 years of experience in the financial industry, Cheryl is passionate and committed to helping clients reach their wealth management goals and loves assisting employees and clients as they maneuver through life's daily challenges. She also enjoys being involved in the local community through volunteering with CASA and Junior Achievement.

Cheryl holds Series 7, 63 and 65 securities licenses and Series 9 & 10 supervisory licenses. She also holds her insurance license for health, life, and variable annuities.

Cheryl and her husband, Mike, have one teenage son, Connor, three grown daughters, Madison, Morgan, and Kaitlin, three grandchildren, Ansleigh, Hunter and Hayden, and four dogs. Cheryl loves spending time with her family, dogs, and watching her son play baseball.