Lasting relationships

Understanding what matters most to you

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.

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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 Perez Barrett

Market Director
View bio
- AR
- CO
- 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

Wealth Planning Associate
View bio
- 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

Sara Perez Barrett

Market Director
View bio
- AR
- CO
- 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

Wealth Planning Associate
View bio
- 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

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

How can we help you pursue your goals? Our advice focuses on three key strategies: Liquidity. Longevity. Legacy. This approach can help you explore, clarify and pursue your financial goals. Working together with you, we can help you plan for life today and beyond.

_{Time frames 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. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

UBS Philanthropy

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

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Lasting relationships

Pursuing your goals together

Sara Perez Barrett

Ephraim Okeke

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Ephraim Okeke

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A focus on personalized access and service

Your life, wealth and future

Retirement readiness

UBS Philanthropy

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

Insights

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