Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Bill Rush "Rush" Mosby III, III

Senior Vice President - Wealth Management
Senior Portfolio Manager
601-957-5225

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With excess 30 years of financial industry experience, all of it with UBS and its predecessor firm, Rush Mosby has built a team dedicated to comprehensive financial planning and serving clients. A Barron’s Top 1,200 Financial Advisor in the U.S. for 2020-2014, as well as a Financial Times Top 400 Financial Advisor in the U.S. for  2020, 2019, 2018, 2017, 2014 and 2013 in addition to being named as one of the Best-In-State Wealth Advisors for 2021, 2020 and 2019 by Forbes magazine. Rush has been a Certified Public Accountant (CPA) and is a graduate of the University of Mississippi with a B.S. in accounting. Involved with many philanthropic groups in the community, he is currently a board member of the Kidney Foundation and 100 Club of Jackson and was a past president of the Country Club of Jackson. Rush and his wife, Lesley, have two adult children.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IN, KS, LA, ME, MI, MN, MO, MS, NC, NM, NY, OR, PA, SC, TN, TX, VA, WA, WY


William R. Mosby, CFP®, CPM®

Financial Advisor
Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
Certified Portfolio Manager (CPM®)
601-957-5224

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As a Certified Financial Planner™ (CFP®) professional, a former Certified Public Accountant (CPA) and auditor of Fortune 500 companies, Will's deep experience with company balance sheets and income statements is essential to his equity, ETF, and mutual fund research.  Will also attained the Certified Portfolio Manager (CPM®) designation, which allows him to build, analyze, and understand the different metrics of your investment portfolios and to work with you through a collaborative process to build your goals-based risk-adjusted portfolio while maximizing your after tax performance.  For the team, he handles advisory services, technology and active/passive management selection.  Will graduated from the University of Mississippi with a B.S. and a M.S. in accounting with an emphasis on taxation.  He volunteers with the inner city youth support organization, Peyton's House.  He and his wife, Betsey, reside in Jackson with their daughter, Pryor. 


Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IN, KS, LA, ME, MI, MN, MO, MS, NC, NM, NY, OR, PA, SC, TN, TX, VA, WA, WY


Angela D. Woodward, ChFC ®

Wealth Strategy Associate
Relationship Manager
Chartered Financial Consultant (ChFC®)
Relationship Manager
601-957-5219

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With more than 20 years of experience with the Capitol Wealth Management team, Angela is the main point of contact for all clients.  As Relationship Manager, she focuses on all aspects of client relations, compliance polices and operation supervision.  Angela additionally serves as the liability management specialist overseeing all banking and lending transactions for the team. Angela earned the Chartered Financial Consultants (ChFC®) designation in 2009 and holds her Series 7, 31, 66 and insurance licenses.  Angela and her husband, Kiley, reside in Brandon.


Registered States:
LA, MS


Brian Wade "Wade" Watts, CFP®, AAMS®

Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Accredited Asset Management Specialist (AAMS®)
601-957-5218

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A Certified Financial Planner™ (CFP®) professional, Wade has worked in the financial services industry since 2004 and has been with UBS since 2010. He is responsible for financial planning and handles retirement planning, portfolio management and insurance solutions. Wade is an Accredited Asset Management Specialist (AAMS®) by the College of Financial Planning. He graduated from Louisiana State University with a B.S. in chemical engineering.  Wade is an active member of Parkway Hills United Methodist Church. He and his wife, Sara, have two children.


Registered States:
AL, CA, LA, ME, MS, TX


Jeannette D. Shaw

Wealth Management Associate
601-957-5210

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Jeannette has over 25 years of experience in the financial services industry with 20 of those here at UBS.  She is responsible for managing day-to-day affairs including corrdinating account management, executing asset and cash movements and quarterbacking general client interaction with the team.  Jeannette graduated from the University of Phoenix with a degree in Business Administration. She holds the Series 7, 66 and insurance licenses.  She enjoys traveling, spending time with family and taking her dogs on long walks.


Registered States:
MS