Chris joined UBS in 2002 and currently leads the firm's Knoxville, TN wealth management business. As branch manager, he leverages his extensive coaching and consulting experience to partner with advisors to increase efficiency and productivity to positively affect their business results. Given Chris' long tenure at the firm, he has developed a deep knowledge of the organization allowing him to help financial advisors navigate the firm's vast resources and expedite approvals and decisions, often made locally. Chris enjoys being actively involved in the business and personal lives of the UBS Knoxville team members and serving as their champion internally and externally.
Previously, Chris served as the Assistant Market Head for the Tennessee Kentucky Market. He has also served as a Management Training Advisor and Regional Development Officer, both part of New Financial Advisor Development. In these roles, he supported, mentored and coached new financial advisors to be successful in their careers. Subsequently, as a Senior Practice Management Consultant, he facilitated programs and consulted for the firm's most high performing financial advisors and teams. After many years as a successful financial advisor, he brings tremendous experience at building and maintaining wealth management practices both as a sole practitioner and as part of a team.
He began his career at Morgan Stanley Dean Witter, there he received several outstanding performance awards as well as the National Sales Award. Chris holds an undergraduate degree in finance and an MBA, both awarded from East Tennessee State University. Chris adores his wife Esha and their 8 year old son Alex and currently resides in West Knoxville, TN. Chris enjoys cheering on Alex's athletic and academic endeavors and prioritizes faith, family and impact.
Chris holds a Series 3, 7, 9, 10, 24, 31, 66, life and health insurance license.
AZ, FL, KY, MA, NC, SC, TN, UT
Leigh has over 20 years of experience in the financial services industry. She started her career at J.C. Bradford in Johnson City, TN in September 1996. She has remained in that branch through the PaineWebber acquisition which is now UBS Financial Services. She holds series 7 & 66 securities licenses and series 9 & 10 supervisory licenses. Leigh is also Insurance licensed for Variable Life & Annuities. Leigh serves as the Supervisory Officer for the Tennessee/Kentucky Market Area. Leigh has one daughter, Brittany, who lives in Jackson, MS.
AL, AR, KY, LA, TN