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Craig E. Lodge
Craig E. Lodge
Account Vice President
Advisory and Brokerage Services
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
3102 West End Avenue
Nashville, TN 37203
615-750-8027
800-251-1060
615-750-8100 fax
craig.lodge@ubs.com

What is important to you? At UBS, that’s where our conversation begins.

Helping you find those answers is what the relationship between you and us is all about. Because the better I understand how you envision your future, the better we can work together to help you shape it. And my approach is a simple one: Based on your goals and priorities, I’ll work with you to help you plan your most meaningful milestones and all you hope your future can be.  

Managing Wealth

Your Retirement Plan

Planning for retirement in a changed world
Is your plan for retirement still on track?

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

My Perspective
Corporate Profile CorporateProfile.pdf (211kb)
Making the Most of Your Retirement Savings - A Case For Consolidation ret_nwltr_Making_the_Most_of_YourRetirementSavings.pdf (56kb)
The Nuts and Bolts of Asset Allocation wise_Nuts_BoltsOfAssetAllocation.pdf (62kb)
Individual Investor Profile ind_investorprofile.pdf (71kb)
News

UBS reports third-quarter 2009 earnings
UBS Appoints Robert J. McCann as Chief Executive Officer, Wealth Management Americas & Member of UBS Group Executive Board

Spotlight Articles

Market Outlook: The recovery – on track, but slow and uneven  (810kb)
Do you have a plan for transferring wealth to others?
Managing taxes and portfolio risk and return

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