Experience Makes all the difference

To make the right choices you need to ask the right questions. And when it comes to answering financial questions, we can help you find the best way forward. For some of life's questions, you are not alone. Together we can find that answer.

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.

The Siler-Rhea Group at UBS is dedicated to working with private clients, families, and businesses offering a broad and comprehensive approach to managing your financial wealth.

Thomas A. Siler, Sr.

Senior Vice President - Wealth Management
Financial Advisor
865-329-1289
tom.siler@ubs.com

Having managed investments for nearly five decades, Tom’s analysis is the cornerstone of the team’s asset allocation models. With his extensive experience identifying market trends, he provides clients with ”big picture” investment research. Specifically, Tom works closely with clients to handle retirement income planning, business sale and succession transactions, estate planning strategies and multigenerational wealth management.

Tom was a former director for the Knoxville Chamber of Commerce and served a six-year term as Chairman of the Knoxville Utilities Board. He is a past trustee of the North Carolina Outward Bound School and remains a dedicated member of St. John’s Episcopal Cathedral.

Tom and his wife, Priscilla, are avid hikers who have trekked countless trails in the Smoky Mountain National Park and nearly 2,000 miles of the Appalachian Trial. They have a daughter, a son and two grandchildren.

 

Certification and education

  • Advanced Securities Training, The Wharton School, University of Pennsylvania
  • Advanced Securities Training, Owen School of Management, Vanderbilt University
  • B.S., University of Tennessee, Knoxville
  • Series 1, 5, 8, 63 and 65 securities licenses


Registered States:
AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NM, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI


Thomas A. Siler Jr., CFP®

Senior Vice President - Wealth Management
Wealth Advisor
865-329-1209
tommy.siler@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

Tommy is a true client advocate.  A UBS Financial Advisor since 1999, he has a deep commitment for people and helping protect what matters most to them—their family and their legacy. Tommy primarily works with families on developing multi-generational wealth management plans, coordinating with the family attorney, accountant, risk manager and UBS specialists to deliver a well-aligned and comprehensive strategy for pursuing their most important goals. Those strategies focus specifically on advanced estate planning solutions, as well as planning for retirement, business transition and other significant liquidity events. Tommy also works with a nationwide network of specialized trust companies to deliver custom trust services for the diverse and often complex needs of each family.

Active in the community, Tommy has been a leader on numerous local and regional boards of directors. He is proud to have served as President of the Board of the Florence Crittenton Agency, Endowment Chairman for St. John’s Episcopal Cathedral–where currently serves as Senior Warden–and Treasurer of the Community School of the Arts. He has also served on the board of directors of Cherokee Country Club, Young-Williams Animal Shelter, and Sequoyah Elementary Foundation. A proud champion of Knoxville, he is currently forging a multi-year corporate relationship between UBS-Knoxville and the Knoxville Museum of Art. Tommy has also been a class member of Leadership Knoxville 2013.

Travel is a passion, but what Tommy loves best is spending time with his wife, Tiffany, and their two daughters, Kathryn and Lauren.

 

Certification and education

  • Wealth Advisor designation, 2010
  • Series 7 and 66 securities licenses
  • Certified Financial Planner® designation, 2000
  • President of the East Tennessee Financial Planning Association, 2005-2006
  • B.A., Vanderbilt University


Registered States:
AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NJ, NM, NY, OH, OK, RI, SC, TN, TX, VA, WA, WI


Scott M. Rhea, CFP®

Senior Vice President - Wealth Management
Senior Portfolio Manager
Wealth Advisor
865-329-1222
scott.rhea@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

Scott began his career in the financial services industry in 1986. He was instrumental in establishing the new Knoxville offices for the firms Wheat First Butch Singer (now part of Wells Fargo) and Legg Mason (now part of Morgan Stanley). Scott joined UBS in 2013 to form The Siler-Rhea Group.

Scott leads the effort to help clients in all aspects of their financial lives, including insurance, employee benefits, tax-mitigation strategies as well as multigenerational wealth preservation and transfer. As a Senior Portfolio manager, Scott created several signature asset allocation models for Siler Rhea Group He also provides guidance on charitable giving, including donor-advised funds and foundations.

Scott is a past president of the Rotary Club of West Knoxville and a past board member of Big Brothers-Big Sisters of East Tennessee. He prides himself on working to match local businesses with humanitarian services that promote human rights and address the needs of underprivileged children. Scott and his wife, Traci have two daughters, Sarah and Meredith, and two grandchildren, Grayson and Jackson. He enjoys playing golf and chasing after his grandchildren.

Certification and education

  • Certified Financial Planner™ designation
  • B.S., University of Tennessee, Knoxville
  • Senior Portfolio Manager designation, UBS
  • Wealth Advisor designation, UBS
  • Series 7 and 66 Securities licenses

 


Registered States:
AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NM, NY, OH, OK, RI, SC, TN, TX, VA, WA, WI


Jessica Lauren Burton, CFP®

Financial Advisor
Accredited Wealth Management Advisor (AWMA)
865-329-1233
jessica.burton@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

Prior to joining UBS in 2014, Jessica worked as an attorney and in commercial real estate. She primarily serves clients nearing or enjoying retirement, selling a business, receiving an inheritance, or anticipating other life transitions. She specifically helps provide planning strategies for retirement income, business succession, complex estates and multigenerational wealth management.

As an attorney, Jessica witnessed many families struggle with issues easily prevented by prior planning and sound financial advice. That’s why she supports clients with a highly consultative approach to financial planning, tapping the team’s additional expertise in risk management, estate planning, and portfolio management. In addition to utilizing the team’s expertise, she works closely with individual clients’ attorneys and accountants.

Jessica is an avid rock climber and has climbed various mountains around the world. Passionate about community service she volunteers at Habitat for Humanity and a girls’ coach with the Knoxville Youth Association. Jessica is an Officer in the National Guard, and a member of the Knoxville Bar Association.

Certification and education

  • Certified Financial Planner™ designation
  • Accredited Wealth Management Advisor™
  • Juris Doctor, College of Law, University of Iowa
  • B.A., University of Chicago
  • Series 3, 7 and 66 securities licenses


Registered States:
AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NM, NY, OH, OK, RI, SC, TN, TX, VA, WA, WI


P. Christopher Takonis

Associate Director
Team administrator
865-329-1248
chris.takonis@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

Chris entered the financial services industry in 1993 when he joined the British merchant bank, Schroder & Co., where he co-managed their U.S. and international trading operations. Prior to joining UBS in 2005, he was the manager of U.S.-listed trading operations for Goldman Sachs. At UBS, Chris supports the team’s focus on the individual needs of their broad client base, ranging from CEOs of large companies to small sole business owners.

With a primary concentration on delivering private banking services, Chris designs custom programs to maximize the many benefits and services available at UBS. His passion and deep financial services experience enables Chris to leverage the many amenities of UBS to help his clients reach their financial goals. Chris and his wife, Stacy, have three daughters, Molly, Emily and Frankie.

Certification and education

  • B.S., Rutgers University
  • Series 7, 63, 65, 9, 10, 31 securities licenses


Registered States:
TN


Andrew J. Jeske-Polyak

Wealth Management Associate
865-329-1256
andrew.jeske-polyak@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

Andrew began his financial career in 2009 and joined UBS in 2011. With a focus on marketing and operations, Andrew oversees client services and helps maintain the team’s website, marketing circulars and monthly newsletter, and the team’s contact management system. His attention to detail and excellent organization skills help ensure client’s working relationship with the team remain smooth and efficient.

Active in the local community, Andrew supports Community Shares of Tennessee, an organization that promotes social change through workplace giving and also contributes to HIV/AIDS organizations in his city. He enjoys being on or near the water and owns a 26-foot Navy Whaleboat and a 75-foot houseboat, which he once lived on. His other passions include University of Tennessee football and basketball. Andrew and his partner live with their little Pomeranian, Prissy.

Certification and education

  • B.S., Rutgers University
  • Series 7 and 66 securities licenses


Registered States:
TN