Falls is the senior partner, lead portfolio manager and founder of The GrandView Group.  In his current role as the senior partner of the team, Falls is focused on the delivery of a suite of specialized capabilities to the corporate executive market.  He has helped many executives create value and liquidity from their concentrated equity holdings, stock options, and other executive compensation packages.  Whether managing a restricted stock award, executing stock options or selling shares, he and his team look to provide the advice needed to keep their clients' long term goals on track.

Falls was recognized in 2015, 2016, and 2017 as one of UBS Wealth Management Americas' "Top 35 Under 35" Advisors. This distinct honor is given to a select group of advisors who have delivered an outstanding level of service and advice to their clients to help them manage their financial lives. Falls was also named to the 2014 and 2015 UBS Director's Council. 

He is a proud graduate of The University of Tennessee, Knoxville, where he earned his BA in Finance.  In his free time, Falls enjoys boating, golfing, wine tasting, and spending time with his wife and four children.  

Registered States:
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA

Eustis focuses on serving and advising corporate executives and high net worth families since he joined the financial services industry in 2014.  Within The GrandView Group, Eustis develops all of the planning and analytics for clients of the group.  He develops personalized, goals-based wealth planning strategies to help families identify both their own personal purpose of capital as well as their core capital requirement.  In this goals-based approach to wealth management, individual investment decisions are made within the context of a client's overall objectives.  Additionally, Eustis coordinates with a client's tax and legal advisors to help clients implement recommendations for ongoing estate and wealth planning issues.

He is a graduate of The University of Mississippi where he earned a BBA in Managerial Finance.  His hobbies and interest include golf, Ole Miss, reading, and cooking on his Big Green Egg. 

Registered States:
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, MD, ME, MI, MO, MS, NC, NY, OH, PA, SC, TN, TX, VA, WA

With over 20 years of experience in the financial services industry, Jennifer has been a leading presence for The GrandView Group since 2007.  She is responsible for all areas of client service, administration, and office logistics.  Her can-do attitude enables Jennifer to build deep relationships with clients as she provides them with an outstanding client experience.  She holds the Series 7, 63 and 65 securities licenses, which enables her to process trades for clients and assist with their portfolio strategy implementation.  Jennifer received her bachelor's degree in business from the University of Memphis.  In her leisure time, Jennifer enjoys reading, cooking, and spending time with her family. 

Registered States:
LA, TN, TX

Colt's primary responsibility is performing extensive reviews of clients’ investment portfolios and helping to develop customized solutions to align their portfolios with their financial plans. Colt oversees trading for all equities, fixed income, and options. Colt ensures our clients receive the highest level of service by proactively contacting clients to review their portfolio strategy, account performance, and giving market updates.

Colt holds both the FINRA Series 7 and Series 66 licenses and earned a B.A. degree in Business Administration from the University of Mississippi. He is currently pursuing his MBA in Finance at the University of Memphis. Outside of the office he enjoys traveling, cooking, and time with family

Registered States:
TN