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.


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
    • 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

          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

          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

          Backed by the strength of UBS

          A global leader in wealth management


          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