Experience Makes all the difference

Our vision is to be recognized as the most client-centered wealth management firm in Chattanooga with highly-qualified, professional financial advisors and support personnel who are passionate about delivering quality advice and solutions. Our purpose is to create meaningful relationships with our clients, understand each client's unique goals and needs, provide sound, tailored solutions to meet their needs, provide periodic review and assessment of client's accounts and to continually strive to deliver exceptional service with attention to detail.

Our Strengths

  • The leading wealth management firm in Chattanooga
  • 24 Financial Advisors with a combined 400+ years' financial services experience
  • Over $3.5 billion in assets under management
  • Ranked top 20% in the firm
  • 8 CERTIFIED FINANCIAL PLANNERS™ (CFP®); 2 Certified Investment Management Analysts (CIMA®)
  • 17 dedicated support staff professionals

Jefferson B. Cronan, CFP®

Executive Director
Branch Manager
423-757-7614
800-669-2723
jeff.cronan@ubs.com


Registered States:
AL, AZ, FL, GA, MA, NC, OH, TN, VA


Becky Gladney

Admin Manager
423-752-5681
becky.gladney@ubs.com


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY