Experience Makes all the difference

Our mission is to provide you wealth with purpose, whether it is with personal wealth or as a business owner. Our goal is to be your primary source of financial advice, working together to help you pursue what matters most.  

At UBS, we help businesses and entrepreneurs thrive. We work with business owners and their companies to support their goals.  We also can work to provide a holistic view of personal wealth strategies.  We can assemble a team of UBS specialists that brings together comprehensive coverage to all your needs.

To this end, we work to understand your life, your wealth and what you want to accomplish.  This is important to how we work together at UBS.  We start with questions and a discussion that helps us focus on what's really important to you.  Then, we help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

The Siler-Rhea Group at UBS is dedicated to working together.  We can help you,

  • Gain confidence that your money is in an appropriate strategy—when it needs to be there
  • Better manage investment risk—based on your different goals and timeframes
  • Take the emotion out of investing—with a clearer understanding of your short-term needs

Thomas A. Siler, Sr.

Senior Vice President - Wealth Management
Financial Advisor
865-329-1289

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Having managed investments for nearly five decades, Tom’s analysis is the cornerstone of the team’s asset allocation models. With his extensive experience identifying market trends, he provides clients with ”big picture” investment research. Specifically, Tom works closely with clients to handle retirement income planning, business sale and succession transactions, estate planning strategies and multigenerational wealth management.

Tom was a former director for the Knoxville Chamber of Commerce and served a six-year term as Chairman of the Knoxville Utilities Board. He is a past trustee of the North Carolina Outward Bound School and remains a dedicated member of St. John’s Episcopal Cathedral.

Tom and his wife, Priscilla, are avid hikers who have trekked countless trails in the Smoky Mountain National Park and nearly 2,000 miles of the Appalachian Trial. They have a daughter, a son and two grandchildren.

 

Certification and education

  • Advanced Securities Training, The Wharton School, University of Pennsylvania
  • Advanced Securities Training, Owen School of Management, Vanderbilt University
  • B.S., University of Tennessee, Knoxville
  • Series 1, 5, 8, 63 and 65 securities licenses


Registered States:
AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NJ, NM, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA


Thomas A. Siler Jr., CFP®

Senior Vice President - Wealth Management
Wealth Advisor
Retirement Plan Consultant
865-329-1209

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Tommy is a true client advocate.  A UBS Financial Advisor since 1999, he has a deep commitment for people and helping protect what matters most to them—their family and their legacy. Tommy primarily works with families on developing multi-generational wealth management plans, coordinating with the family attorney, accountant, risk manager and UBS specialists to deliver a well-aligned and comprehensive strategy for pursuing their most important goals. Those strategies focus specifically on advanced estate planning solutions, as well as planning for retirement, business transition and other significant liquidity events. Tommy also works with a nationwide network of specialized trust companies to deliver custom trust services for the diverse and often complex needs of each family.

Active in the community, Tommy has been a leader on numerous local and regional boards of directors. He is proud to have served as President of the Board of the Florence Crittenton Agency, Treasurer of the Community School of the Arts and Endowment Chairman for St. John’s Episcopal Cathedral–where currently serves as Senior Warden. He has also served on the board of directors of Cherokee Country Club, Young-Williams Animal Shelter, and Sequoyah Elementary Foundation. A proud champion of Knoxville, he is currently forging a multi-year corporate relationship between UBS-Knoxville and the Knoxville Museum of Art. Tommy has also been a class member of Leadership Knoxville 2013.

Travel is a passion, but what Tommy loves best is spending time with his wife, Tiffany, and their two daughters, Kathryn and Lauren.

 

Certification and education

  • Wealth Advisor designation, 2010
  • Series 7 and 66 securities licenses
  • Certified Financial Planner® designation, 2000
  • President of the East Tennessee Financial Planning Association, 2005-2006
  • B.A., Vanderbilt University


Registered States:
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA


Scott M. Rhea, CFP®

Senior Vice President - Wealth Management
Senior Portfolio Manager
Wealth Advisor
Retirement Plan Consultant
865-329-1222

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Scott began his career in the financial services industry in 1986. He was instrumental in establishing the new Knoxville offices for the firms Wheat First Butch Singer (now part of Wells Fargo) and Legg Mason (now part of Morgan Stanley). Scott joined UBS in 2013 to form The Siler-Rhea Group.

Scott leads the effort to help clients in all aspects of their financial lives, including insurance, employee benefits, tax-mitigation strategies as well as multigenerational wealth preservation and transfer. As a Senior Portfolio manager, Scott created several signature asset allocation models for Siler Rhea Group He also provides guidance on charitable giving, including donor-advised funds and foundations.

Scott is a past president of the Rotary Club of West Knoxville and a past board member of Big Brothers-Big Sisters of East Tennessee. He prides himself on working to match local businesses with humanitarian services that promote human rights and address the needs of underprivileged children. Scott and his wife, Traci have two daughters, Sarah and Meredith, and two grandchildren, Grayson and Jackson. He enjoys playing golf and chasing after his grandchildren.

Certification and education

  • Certified Financial Planner™ designation
  • B.S., University of Tennessee, Knoxville
  • Senior Portfolio Manager designation, UBS
  • Wealth Advisor designation, UBS
  • Series 7 and 66 Securities licenses

 


Registered States:
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA


P. Christopher Takonis

Associate Director
Senior Wealth Strategy Associate
Relationship Manager
865-329-1248

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Chris entered the financial services industry in 1993 when he joined the British merchant bank, Schroder & Co., where he co-managed their U.S. and international trading operations. Prior to joining UBS in 2005, he was the manager of U.S.-listed trading operations for Goldman Sachs. At UBS, Chris supports the team’s focus on the individual needs of their broad client base, ranging from CEOs of large companies to small sole business owners.

With a primary concentration on delivering private banking services, Chris designs custom programs to maximize the many benefits and services available at UBS. His passion and deep financial services experience enables Chris to leverage the many amenities of UBS to help his clients reach their financial goals. Chris and his wife, Stacy, have three daughters, Molly, Emily and Frankie.

Certification and education

  • B.S., Rutgers University
  • Series 7, 63, 65, 9, 10, 31 securities licenses


Registered States:
TN


Andrew J. Jeske-Polyak

Team Administrator
865-329-1256

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Andrew began his financial career in 2009 and joined UBS in 2011. With a focus on marketing and operations, Andrew oversees client services and helps maintain the team’s website, marketing circulars and monthly newsletter, and the team’s contact management system. His attention to detail and excellent organization skills help ensure client’s working relationship with the team remain smooth and efficient.

Active in the local community, Andrew supports Community Shares of Tennessee, an organization that promotes social change through workplace giving and also contributes to HIV/AIDS organizations in his city. He enjoys being on or near the water and owns a 26-foot Navy Whaleboat and a 75-foot houseboat, which he once lived on. His other passions include University of Tennessee football and basketball. Andrew and his partner live with their little Pomeranian, Prissy.

Certification and education

  • B.S., Rutgers University
  • Series 7 and 66 securities licenses


Registered States:
TN