Throughout Jerry's 35 year career in the investment business, Jerry has developed extensive knowledge of the stock, bond and financial markets. He began his career in the financial service industry with Merrill Lynch as a financial advisor in 1979. He worked as a Financial Advisor and Branch Manager with Smith Barney for seventeen years and, for the last 12 years, has been a Senior Vice President- Wealth Management and Director, Branch Manager for UBS Financial Services in Charleston, SC and Asheville, NC.

An Asheville native, Jerry graduated from the University of Tennessee, in 1979 with a Bachelor of Science in Business.

Jerry has 2 children, Ashley and Benjamin

Registered States:
AL, AZ, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, NC, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT

Bob Douglas is a 32-year veteran of the brokerage industry, spending the last 28 years in Asheville, NC. During his tenure Bob has opened and managed Asheville offices for AG Edwards & Sons, Inc. in 1988 and for BB&T/Scott & Stringfellow in 2003, before joining UBS in April of 2013.

With clients, Bob focuses on asset allocation with an emphasis on tactical management strategies that adjust to volatile market conditions. Many of his clients and he have "matured together" with the result that his practice is increasingly focused on retirement income planning and intergenerational wealth transfer. Bob is FINRA registered and holds Series 3, 7, 8 & 63 licenses as well as licenses for life, accident & health insurance and variable annuities.

Bob's Bachelor's Degree in Political Science was earned at Auburn University and he completed the CFP Professional Education Program through The College for Financial Planning. He and his wife, Nancy Leigh, have three grown children and divide their time between Asheville and Kiawah Island, SC.

Registered States:
AL, AZ, CA, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA

Karyn has been in the securities industry since 1991 and assistant to Bob Douglas since 1993. She first started with D.A. Davidson, a regional firm in Great Falls, MT before migrating to Asheville, NC. She joined UBS in 2013 after working at A.G. Edwards and BB&T/Scott & Stringfellow.

Karyn holds the Series 7, 9, 10 & 63 licenses. She expands her knowledge by taking continuing education courses, learning new processes (such as Financial Goal Analysis) and staying current with client needs and goals.

She and her husband met while both were serving in the USAF. They have two sons -- one proudly serving in the USAF and stationed at Dover AFB, and the other an up-and-coming freshman at Appalachian State University.

Registered States:
FL, GA, NC, SC, TN, TX