John enjoys giving advice that is all about you and what you need. He believes that the foundation of any great financial relationship is built through a plan that is developed together with the client. Through identifying your personal goals for every part of your life, at every stage of your life, John develops a strategy for managing your wealth that aligns with your personal goals and aspirations. His work primarily focuses on pre- and post-retirement planning that includes investment and income strategies, insurance planning, and banking solutions.

John is a Senior Wealth Strategy Associate. John joined UBS in 2017 as a Wealth Planning Associate. He received his Bachelor of Science in Finance from the University of Tennessee in 2012. Following his undergraduate education, John joined Merrill Lynch as a financial analyst. After a year, he decided that it was time to expand his education and returned to the University of Tennessee. In 2017, he graduated from the University of Tennessee with a dual degree receiving his Juris Doctorate and a Masters of Business Administration. John is an Accredited Wealth Management Advisor (AWMA^®) and a Certified Financial Planner (CFP^®) candidate. John lives near downtown Knoxville in Sequoyah Hills neighborhood.

Registered States:
CA, FL, GA, OH, PA, TN, WV

Cindy joined UBS in 2009 and has 32 years experience in the financial services industry and has been Stan's assistant for 22 years.  She graduated from the University of Tennessee with a Bachelors degree in Liberal Arts.  She began her career at ORNL Federal Credit Union and has also worked for Morgan Stanley as Operations Manager and Senior Registered Client Service Associate. Cindy is a board member for CedarBrook Outreach, a ministry to at-risk children and their families as well as a member of the board of her neighborhood's  Homeowner's Association.  Cindy holds her Series 7 and 63 securities licenses. A lifelong resident of Knoxville, Cindy enjoys spending time with her family and is an active member of her church.

Registered States:
AZ, CA, CO, DC, FL, GA, IL, MA, MT, NC, NJ, OH, OR, PA, SC, TN, TX, VA, WI, WV

Jessica joined UBS in 2016 after interning at Merrill Lynch for a year. She graduated from East Tennessee State University in 2014 with a Bachelor's degree in Finance with a concentration in Corporate Finance and Investments and a minor in Marketing. She is currently studying for her Series 7 and Series 66 securities licenses. Jessica is from Mt. Carmel, TN but relocated to Knoxville in 2015. She enjoys biking, traveling, and spending time with her family and friends.