Falls is the senior partner, lead portfolio manager and founder of The GrandView Group. In his current role as the senior partner of the team, Falls is focused on the delivery of a suite of specialized capabilities to the corporate executive market. He has helped many executives create value and liquidity from their concentrated equity holdings, stock options, and other executive compensation packages. Whether managing a restricted stock award, executing stock options or selling shares, he and his team look to provide the advice needed to keep their clients' long term goals on track.
Falls was recognized in 2015, 2016, and 2017 as one of UBS Wealth Management Americas' "Top 35 Under 35" Advisors. This distinct honor is given to a select group of advisors who have delivered an outstanding level of service and advice to their clients to help them manage their financial lives. Falls was also named to the 2014 and 2015 UBS Director's Council.
He is a proud graduate of The University of Tennessee, Knoxville, where he earned his BA in Finance. In his free time, Falls enjoys boating, golfing, wine tasting, and spending time with his wife and four children.
Registered States:
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA