Experience Makes all the difference
It's one thing to talk about service... it's another for clients to rave about it
Our goal is to be the best Wealth Advisory Group in the South measured from our clients' perspectives. We manage approximately $500 million in client assets and bring over 100 years of combined investment experience to the table. Through UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources are the ones we bring to the table while discussing your needs – listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.
James J. "Jim" Reynolds
Senior Vice President - Wealth Management
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423-757-7620