An experienced and committed team

Pat Cook is the Market Director for the Nashville Wealth Management and Private Wealth Management businesses at UBS, where he leads market strategy and partners with Financial Advisors and their teams to drive growth, elevate the client experience, and deliver the full capabilities of the firm.

Previously, Pat served as an Associate Market Executive, supporting Wealth Management businesses across six states in the South Market, and worked in corporate strategy, contributing to growth and execution initiatives across the organization. He began his career working directly with and on advisor teams. He has held roles at LPL Financial, Commonwealth Financial Network, and D.A. Davidson, giving him a deep, practical understanding of the advisor business.

Pat holds an M.B.A., cum laude, from the University of Notre Dame, with concentrations in strategy and corporate finance, and maintains his Series 7, 66, 9, and 10 licenses. He grew up on the Central Coast of California and now calls Nashville, TN  home, where he lives with his wife, son, and their Doberman, Millie.

Jackie is an Executive Team Assistant. She provides support to the management team, branch office managers, financial advisors, and support personnel.

Professional History
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.

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

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

Curt brings a wealth of experience, leadership, and dedication to UBS. Over the course of his 29-year career with the firm, he has served in a variety of key leadership roles, including Market Supervisory Officer, Market Administrative Officer, and Alternative Investments Service Lead. Curt has also served as Client Experience Director for the South Central Market, where he partnered closely with market leadership to enhance employee engagement, elevate the advisor and support staff experience, and drive service excellence for clients.

In his current role, Curt will work closely with our leadership team, Financial Advisors, and support staff to help drive operational excellence, strengthen collaboration across our offices, and ensure we continue delivering an exceptional experience for both advisors and clients. He is especially passionate about developing people, improving the employee experience, and creating an environment where individuals and teams can thrive.

Curt earned a Bachelor of Business Administration in Finance from Middle Tennessee State University and holds FINRA Series 7, 66, 9, and 10 licenses. A resident of Kingston Springs, Tennessee, Curt enjoys fishing, hiking, football, baseball, and spending time with family and friends. His deep experience, positive energy, and commitment to teamwork make him a terrific addition to our market.