Understanding Comes from experience

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.

Jason Schrimsher, CFP®

First Vice President - Wealth Management
Branch Manager
256-690-5508
jason.schrimsher@ubs.com

Jason's primary role is to custom-design investment plans for our clients and monitor the plan performance once in place. A Huntsville native, Jason is a graduate of UA Huntsville. In his free time, he's active with the Make-A-Wish Foundation, Leadership Huntsville, The United Way, and the CFP Continuing Education Program. Jason and his wife Greta live in Huntsville with their two children, Hannah and Jack.


Registered States:
AL, AR, AZ, CA, CO, DE, FL, GA, IL, KY, MA, MD, ME, MI, MN, MO, MS, NC, NY, OR, PA, SC, TN, TX, VA, WA, WI


David Andrew Mann

Financial Advisor
256-690-5517
andrew.mann@ubs.com


Registered States:
AL, AR, AZ, CA, CO, FL, GA, MI, MN, NC, OR, SC, TN, TX


LeeAnn Cassingham

Senior Client Service Associate
256-690-5509
leeann.cassingham@ubs.com


Registered States:
AL, AR, AZ, CA, CO, FL, GA, OR, TN, TX, UT, WA