Stan enjoys developing close relationships with his clients and assisting them to achieve their goals and dreams, primarily focusing on pre- and post-retirement planning. He values the trust that his clients place in him above all else. Stan currently works in the Oak Ridge, TN office but maintains a presence in the Knoxville, TN office as well.
Stan is a Managing Director of Wealth Management and joined UBS in 2009. Originally from Pennsylvania, he received his Bachelor of Science in Mathematics from Penn State University in 1989. In 1991, he relocated to Knoxville where he began his career as a financial advisor at Dean Witter, which is now Morgan Stanley. During his tenure, he became a Senior Vice President as well as a Wealth Advisor and completed the Wharton School of Business—Senior Financial Advisor Program in 1999. Since 2014, Stan has been annually recognized as a member of UBS Chairman's Council. He was named by Barron's as one of America's top 1200 Financial Advisors 2014 - 2019. In 2019, Stan was ranked 5th on the Forbes/SHOOK Best-In-State Wealth Advisor list for Tennessee. Stan holds his Series 7, 31, 63, and 65 securities licenses as well as his life, variable, and health insurance licenses. Stan and his wife Jackie, who teaches at the University of Tennessee, have been married since 1993 and have three sons: Ryan, Connor and Kyle.
Registered States:
AK, AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV