Lasting relationships

Understanding what matters most to you

Two people distant

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Co-workers

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 Photo

    Sara Perez Barrett

    Market Director

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    • AR
    • CO
    • CT
    • KY
    • LA
    • MS
    • NJ
    • TN

    Sara Perez Barrett is the Branch Manager for the UBS Memphis and Little Rock Offices. 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 Thomas and their dog Murphy.

    Experience to guide you forward

    • Branch Manager, UBS, 2020 - Present
    • 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, 66, 52 licensed
    • B.A. cum laude, Economics, History, & Spanish - Vanderbilt University

      • Vanderbilt University, B.A. cum laude, Economics, History, & Spanish: 2009 - 2013
        6070 Poplar Avenue
        Triad Center III
        Memphis, TN 38119
      • Ephraim Okeke

        Ephraim Okeke

        Wealth Planning Associate

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        • TN

        Ephiram Okeke is a native of Jackson, MS. Ephraim graduated from Western Illinois University with two bachelor’s degrees in Psychology and Exercise Science with minors in business and economics. He was also a member of Western Illinois University's Men’s soccer team that went on to win 2 Conference Championships and compete in 2 NCAA tournaments.

        Ephraim Okeke started his career as a financial advisor at Merrill Lynch in Springfield, IL in 2017. In 2019, Ephraim decided to move back south to Memphis to be closer to family. He began a career at Raymond James as a financial advisor in their home office, before eventually moving over to UBS in February of 2021 as the Wealth Planning Associate. In his role, Ephraim covers the states of LA, TN, AR, and KY.

        In his spare time, Ephraim likes to travel, spend time with family, read, and play as well as coach youth soccer. He holds series 7, series 66, TN Life and Health Insurance License.

          • Western Illinois University, B.A. in Psychology and Exercise Science with Minor in Business and Economics
            6070 Poplar Avenue
            Triad Center III
            Memphis, TN 38119
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            Tamila Jenkins

            Authorized Officer

            Admin Manager

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            • AL
            • AR
            • KY
            • LA
            • MS
            • TN
            • VA

                  7150 Jefferson Highway
                  Suite 650
                  Baton Rouge, LA 70806

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                Your life, wealth and future

                Your life, wealth and future

                Retirement Couple

                Retirement readiness

                UBS Philanthropy

                UBS Philanthropy

                Managing wealth is our craft

                We’re committed to understanding what wealth means for you.

                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                Backed by the strength of UBS

                A global leader in wealth management

                Best

                Global private bank services, 2016-2022
                Euromoney Private Banking and Wealth Management Survey, 2022

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

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