Your life. Your wealth. Your future.

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Ryan currently serves as one of UBS’s Market Executives, responsible for leading the wealth management businesses in Tennessee, Kentucky, Louisiana, Arkansas, Alabama and Mississippi. Prior to leading the South Central Market, Ryan led the UBS office in Greenville, SC and held a variety of roles for UBS in the greater New York City area. She joined UBS in 2009 as part of their Graduate Talent Program.

During her tenure at UBS, Ryan has always focused on helping Financial Advisors and their teams grow their businesses and deliver the firm to clients. She serves on the UBS Leadership Advisory Council, which is an elite and diverse group of Field Leaders who work directly with Senior Management to build upon UBS’s success as the preeminent Global Wealth Management Firm.

Ryan graduated magna cum laude from the University of Georgia with a Bachelor of Business Administration in Risk Management and Insurance. She holds her Series 7, Series 66, Series 9, Series 10, and Series 3 licenses with FINRA.

Ryan resides in Nashville, TN with her husband, Barrett, and young daughter, Simmons. She is an active member of the community, currently serving on the Board of Directors for the Nashville Public Library Foundation, Cheekwood Estate & Gardens, and OZ Arts. Additionally, she is the 2023 Co-Chair for the Goodwill Industries of Middle Tennessee Impact Awards. She is a former member of the United Way Greenville County Board of Directors and National Advisory Council for her high school, The Harpeth Hall School, in Nashville. TN. In her spare time, she enjoys traveling, trying out new restaurants and spending time with family and friends.  

• University of Georgia, Bachelor of Business Administration in Risk Management and Insurance

• KY
• TN

Pat currently serves as the Associate Market Executive for the South Central Market, encompassing Tennessee, Kentucky, Louisiana, Arkansas, Alabama and Mississippi. In this role, he is responsible for developing the business strategy and helping Financial Advisors and their teams grow their business and deliver the firm to clients.

Pat joined UBS in 2021 as Senior Managing Consultant, where he worked as a strategic advisor and contributed to the development of the digital banking platform for UBS Bank USA. He started his financial services career in 2014 and has held various roles across the independent channel, working extensively with Financial Advisors. His responsibilities spanned from the front, middle and back-office functions, including business development, enhancing the client experience, identifying growth opportunities, and consulting financial advisors launching their own independent practices.

Pat graduated cum laude from the University of Notre Dame with an M.B.A., with concentrations in strategy and corporate finance. He currently holds his Series 7, Series 66, Series 9, and Series 10 licenses with FINRA.

Pat grew up on the central coast of California and now resides in Nashville, TN with his wife, Sara, and their Doberman, Millie. Pat enjoys staying active through working out and playing sports, exploring new restaurants, spending time with his family and friends, and watching football.

• TN

Curt currently serves as the Client Experience Director for the South Central Market which includes Tennessee, Kentucky, Alabama, Mississippi, Arkansas and Louisiana. He works with UBS leaders across his territory to driving empowerment and elevating the service experience for our Advisors, their teams and ultimately our clients.  Prior to the Client Experience Director role, Curt held a variety of roles with UBS.

Curt graduated from Middle Tennessee State University with a Bachelor of Business Administration in Finance. He holds his Series 7, Series 66, Series 9 and 10 licenses with FINRA. Curt resides in Kingston Springs, TN.  In his free time, he enjoys fishing, hiking, baseball and spending time with family and friends.

• Middle Tennessee State University, Business Administration

Jackie is the Market Executive Assistant for the South Central Market which includes Tennessee, Kentucky, Louisiana , Arkansas. Alabama and Mississippi. She provides support to the management team, branch office managers, financial advisors, and support personnel. She leads the South Central Market’s Season of Service efforts.

Jackie joined UBS in September 2016 after moving from Kansas City, MO.  She was previously employed by DST Systems for 18 years as an Executive Assistant.

Jackie is a graduate of Baylor University receiving a Bachelor of Arts degree in Journalism, minor in Business.

Jackie lives in Franklin TN.  She enjoys spending time with her daughter, Mattie, friends and family.  She loves music, traveling, volunteering and is an avid reader.

• Baylor University, Bachelor of Arts degree in Journalism, minor in Business

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• CA
• CO
• FL
• GA
• IL
• IN
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• NC
• OH
• TN
• TX
• VA

As a Market Administrative Officer of the South Central Market, Cheryl is responsible for the leadership and development of the administrative team and support staff. She ensures the day-to-day operations of the business run effectively and efficiently. She has spent the past 15 years of her career at UBS Financial Services serving various roles in client service, supervisory and administrative management. She leverages her leadership experience from her prior roles as Market Supervisory Officer and her relationship building experience as a Senior Wealth Strategy Associate to deliver a high level of service to each employee and client through consistent and thoughtful communication. With over 24 years of experience in the financial industry, Cheryl is passionate and committed to helping clients reach their wealth management goals and loves assisting employees and clients as they maneuver through life's daily challenges. She also enjoys being involved in the local community through volunteering with CASA and Junior Achievement.

Cheryl holds Series 7, 63 and 65 securities licenses and Series 9 & 10 supervisory licenses. She also holds her insurance license for health, life, and variable annuities.

Cheryl and her husband, Mike, have one teenage son, Connor, three grown daughters, Madison, Morgan, and Kaitlin, three grandchildren, Ansleigh, Hunter and Hayden, and four dogs. Cheryl loves spending time with her family, dogs, and watching her son play baseball.

• Certified Divorce Financial Analyst

• AL
• AR
• CA
• IN
• KY
• LA
• MS
• OH
• TN

Katrina started in the financial services industry in 2000 with Paine Webber and through the McDonald Investments acquisition in 2007, she rejoined UBS. She holds Series 7, 9, 10, and 66 securities licenses and has held various roles, including registered client service associate, branch administrative manager and complex administrative manager.

As the current South Central Market Supervisory Officer, Katrina is responsible for ensuring the market is in compliance with risk management guidelines by establishing relationships with advisory teams. Katrina and her two daughters live in Bloom Carroll, Ohio. In her spare time she enjoys watching sports, live music and singing karaoke.