The way forward

Today, tomorrow and for generations to come

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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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-Barrett

    Sara Perez Barrett

    Market Director

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

    Sara Perez Barrett is the Market Director for the UBS offices in Memphis, Arkansas and Mississippi. 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, daughter, and their dog Murphy.

    Experience to guide you forward

    • Market Director, UBS, 2023 - present 
    • Branch Manager, UBS 2020 - 2023
    • 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, 52, 66 licensed
    • B.A. cum laude, Economics, History, & Spanish - Vanderbilt University
     

      • Vanderbilt University, B.A. in Economics, History, & Spanish
        6070 Poplar Avenue
        Triad Center III
        Memphis, TN 38119
        sara.barrett@ubs.com
        Sara Perez Barrett
        6070 Poplar Avenue,Memphis,TN,38119
      • Alan-Cohen

        Alan Cohen

        Supervisory Officer

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        • AL
        • AR
        • CA
        • FL
        • KY
        • LA
        • MS
        • TN

        Alan is the Supervisory Officer for the South Central Market which includes Tennessee, Kentucky, Louisiana, and Arkansas.  Alan has been with UBS (and its predecessor PaineWebber) since 1991.  In his current role as Supervisory Officer, Alan is responsible for managing risk and compliance.  Alan strives to partner with Financial Advisors and Support Teams in mitigating risk within their practice with a focus on protecting clients, employees, and UBS.

        Alan graduated from the University of Colorado in Boulder with a major in Economics. He currently holds Series 7, Series 4, Series 8, Series 24, Series 27, Series 63 and Series 65 licenses with FINRA along with Tennessee Insurance licenses for Variable Life and Variable Annuity, Accident & Health and Life. 

          • University of Colorado, Boulder, Economics
            6070 Poplar Avenue
            Triad Center III
            Memphis, TN 38119
            alan.cohen@ubs.com
            Alan Cohen
            6070 Poplar Avenue,Memphis,TN,38119
          • Ephraim Okeke

            Ephraim Okeke

            Wealth Planning Associate

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            • 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

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

              Grandparents with grandchild

              What will your legacy be?

              Pumpkin patch

              Success to succession

              Enabling the transfer of all you hold valuable

              What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

              Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

              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

              Global leader

              UBS is a leading and truly global wealth manager

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