Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

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    Michael Gatewood

    Managing Director

    Market Executive

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    • AR
    • AZ
    • FL
    • IL
    • KY
    • MA
    • MI
    • MN
    • MO
    • NE
    • OH
    • OR
    • PR
    • UT
    • WI

          michael.gatewood@ubs.com
          Michael Gatewood
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          Roxanne Lenfert

          Director

          Project Manager

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          • TN

                315 Deaderick Street
                Suite 500
                Nashville, TN 37238
                roxanne.lenfert@ubs.com
                Roxanne Lenfert
                315 Deaderick Street,Nashville,TN,37238

              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.

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              Outlook on interest rates

              Tree

              UBS and Credit Suisse—stronger than ever

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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