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

    • image
    • image
    • image
    • AL
    • AR
    • CO
    • CT
    • DC
    • FL
    • HI
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MS
    • MT
    • NE
    • NH
    • NJ
    • OK
    • OR
    • PA
    • SD
    • TN
    • UT
    • VT

    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
        sara.barrett@ubs.com
        Sara Perez Barrett
        6070 Poplar Avenue,Memphis,TN,38119
      • Ephraim Okeke

        Ephraim Okeke

        Authorized Officer

        Wealth Planning Associate

        • image
        • image
        • GA
        • 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
            3560 Lenox Rd NE
            28th Floor
            Atlanta, GA 30326
            ephraim.okeke@ubs.com
            Ephraim Okeke
            3560 Lenox Rd NE,Atlanta,GA,30326
          • image

            Tamila Jenkins

            Authorized Officer

            Admin Manager

            • image
            • image
            • image
            • AL
            • AR
            • DC
            • FL
            • IN
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MS
            • MT
            • NE
            • NH
            • NJ
            • OK
            • OR
            • PA
            • SD
            • TN
            • UT
            • VA

                  7150 Jefferson Highway
                  Suite 650
                  Baton Rouge, LA 70806
                  tami.jenkins@ubs.com
                  Tamila Jenkins
                  7150 Jefferson Highway,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.

                Coworkers around table in lobby

                Retirement plan services

                UBS Year Ahead 2025

                Roaring 20s: The next stage

                Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                Read the report

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.9+ trn

                UBS Group invested assets
                As of 06/30/2024

                51 countries

                Our global footprint

                Insights