Experience Makes all the difference

“We understand the unique needs of your busy dental practice. As a team of retirement plan specialists, we are committed to providing members of the Tennessee Dental Association with all the retirement plan services you need.”
                                                                    – Southeast Wealth Consultants

The official Tennessee Dental Association authorized 401(K) Plan designed exclusively for TDA members from UBS, one of the world's largest wealth managers. The Southeast Wealth Consultants team at UBS has leveraged its expertise and group pricing power to bring you a plan that is: 

  • dedicated to you and your retirement plan needs—with a deep level of expertise and plan support
  • focused on cost savings and a diversified menu of strong investment options
  • committed to exceptional client service and plan oversightPlan

 

Gregory Matthew "Greg" Dooley, CRPC, AAMS

Vice President - Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
Accredited Asset Management Specialist (AAMS®)
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615-721-4900

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Gregory Matthew "Greg" Dooley, CRPC®, AAMS®

Vice President - Wealth Management
Financial Advisor

Greg brings a broad range of experience gained over many years in business as a manufacturer, retailer and importer/exporter to his financial services practice. As a longtime business owner himself Greg understands the importance of having objective, professional help in developing and implementing a comprehensive, fully integrated financial plan.

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.


Registered States:
AL, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA

Nicholas J. "Nick" Koen

Senior Wealth Strategy Associate
813-227-2807

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Nicholas J. Koen

Financial Advisor

Nick enjoys researching market opportunities and building strong relationships. He thrives on the challenge of understanding the ever changing financial market. 

Nick began his career at UBS Financial Services Inc. during his junior year in college as an intern. He completed his Bachelors of Science in finance with a minor in history from the University of Tampa, and is scheduled to complete his Masters in August 2017.

Nick resides in Tampa, and enjoys playing hockey and other sports. He is a firm believer in lifelong learning.


Registered States:
AL, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA