Experience Makes all the difference

It also comes from listening. Our team of professionals distinguishes itself in both financial experience and personal service. We’re a tight-knit group striving to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

The diversity to simplify complexities. Working together since 2004, we each bring our own wealth of knowledge and education to create and customize solutions.

The background and credentials for excellence in planning and service. John has an M.B.A. from The University of Memphis and is a Certified Exit Planning Advisor (C.E.P.A.). These credentials coupled with his personal experience as a business owner places him in a unique position to help business owners better understand their exit planning options. Doug is a Certified Financial Planner® professional. The CFP(r) designation is recognized as one of the highest professional standards in personal financial planning. Keri’s background includes work in public accounting, private banking and trust management/administration.

John E. Wilfong, CEPA®

Senior Vice President - Wealth Management
901-415-3044

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Serving clients. Improving lives. Impacting the world.
As leader of the team since 2007, John oversees the investment management process to help pursue and reach client goals. He believes a solid investment strategy involves proper diversification, suitable risk limits, regular rebalancing, and tactical positioning depending on market conditions.

To John, careful financial planning, investing and philanthropy can not only make a difference in the lives of clients, but can positively impact the world as well.

Educated in finance. And on the court.
At the University of Memphis, John had the unique experience of playing in the NCAA Final Four as a member of their highly successful basketball team. He learned the importance of working together as a team and applies that experience today to best serve Wilfong Meyer Wealth Management Group's clients. After graduating in 1987 with a degree in finance, he joined the investment firm of Morgan Keegan, and later earned his MBA to further his education.

A life of charity and family.
Outside the office, John is involved in a number of impactful charities, including Coaching for Literacy, Streets Ministries and Third Millennium Ministries. John is a Board Member of the University of Memphis Foundation.

He and his wife Catherine have been married for over 20 years. They are the proud parents of three sons, Jonathan, Bennett and Luke.


Registered States:
AL, AR, CA, DC, FL, GA, IA, IL, KS, LA, MN, MS, NC, NJ, OH, PA, SC, TN, TX, WA


Douglas R. "Doug" Meyer, CFP®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
901-415-3088

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Precision and acuity in financial planning.
As a graduate of the United States Naval Academy and a former Navy pilot, Doug leverages the concept of flight planning in financial planning. He has a specific process to help clients articulate their core values, identify specific financial goals and determine the precise point where they need to begin their journey. Regular meetings assure that they’re either on track to meet their objectives or need to adjust course.

In Doug’s experience, many people think wealth management is rather complex. His role is to simplify the process, and to help make life easier for his clients. His mission has always been to help people take care of their families as well as to benefit the causes that are important to them.

Years of training and financial experience
Doug began his financial career in 1987 at the Union Central Life Insurance Company, establishing himself as a financial planner. Teaming up with John Wilfong in 2004, they joined UBS in 2007 forming the firm that exists today. He is a Certified Financial Planner™ (CFP®) and holds the Series 6, 7, 9, 10, 63 and 65 securities licenses.

Giving back to others.
Doug helped create Coaching for Literacy and the WiseHeart Foundation, two organizations committed to children and to making a real difference in the world. He also has a passion for mentoring young adults in their career paths.

He enjoys reading, golf and spending time with his family. Married since 1981, he and his wife Ginger have two grown daughters.


Registered States:
AL, AR, CA, DC, FL, GA, IA, IL, KS, LA, MD, MN, MS, NC, NJ, OH, PA, SC, TN, TX


Keri T. Gage

Senior Vice President - Wealth Management
901-415-3022

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A career of helping others.
It didn't take Keri long to learn that the thing she loves most about her career is helping people make wise decisions about their money. Starting as a trust officer at Sun Trust in 1993, she discovered the key metrics necessary to generate income and protect client assets. Five years later, she moved to Regions Morgan Keegan and served as a trust officer and Private Wealth Advisor—learning the best ways to use leverage and credit to benefit her clients.

Joining UBS in 2012, Keri today combines her skills with other team members to serve clients at the highest level. Her goal: to help you reach yours. Her focus: women in transition and estate planning.

A continuing financial education.
With a bachelor's degree in accounting from the University of Tennessee at Chattanooga, Keri also graduated from Southern Trust School in 1996; Cannon Financial Comprehensive Wealth Management School in 2003; and the Leadership Memphis Executive Program in 2014. She utilizes her wealth of education every day at UBS in pursuit of client goals.

A passion for theatre. A heart for literacy.
Keri currently serves on the Board of Directors for the Orpheum Theatre Group in Memphis and has been on the executive committee the last six years. She is also a volunteer for Arise2Read and tutors two children every week during the school year to improve literacy.

She enjoys yoga, theatre, fitness and cooking with her family. She and her husband Doug have been married for 28 years and have two daughters, Grace and Anna.


Registered States:
AL, AR, CA, DC, FL, GA, IA, IL, KS, LA, MN, MS, NC, NJ, OH, PA, SC, TN, TX


Stanley "Ryan" Viner

901-415-3037

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Focus on the future

Ryan creates trusting relationships with clients by understanding their unique financial perspectives, goals, and needs. This intentional process produces specific, comprehensive strategies that help clients get from they are to where they want to go. Continual communication assures clients that they are on track toward their stated goals while also creating the flexibility to make changes if necessary.

 

Ryan holds Series 7 and Series 66 licenses, earned a B.B.A. in Business Administration from the University of Mississippi, and is a graduate from the Sally McDonnell Barksdale Honors College at the University of Mississippi.

 

A passion for philanthropy and education

Outside the office, Ryan serves as a volunteer for Coaching for Literacy, where he formerly served as the Executive Director for six years.

 

Dedication to family

He and his wife Madeline have been married for five years. They are the proud parents of two sons, Levi and Bowen.


Registered States:
AL, AR, CA, DC, FL, GA, IL, KS, LA, MN, MS, NC, NJ, OH, PA, SC, TN, TX


Michelle F. Martini

Wealth Management Associate
901-415-3081

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The personal touch of client service.
As a Wealth Management Associate, Michelle’s role is to help ensure that every client receives exceptional and personalized service. She makes each individual feel special and cared for in a way that’s tailored specifically to their needs. Her other priority at the office is supporting the team—listening to what they need, solving problems and keeping everyone on task. She loves helping others and finds her job highly rewarding.

Dedicated to leadership training
Michelle attended Mississippi State University and currently holds the Series 7, 63 and 65 securities licenses. She’s attended several workshops in leadership training and time management and is also the firm’s Client Service Associate (CSA) coach.

Putting others first.
Michelle volunteers annually with Service Over Self and Project Transformation. She’s also coordinated the team's "Season of Service" efforts at UBS for the last two years, this past year helping the homeless with meals and clothes.

She’s been married for more than 30 years and has two children and two dogs. She loves reading, photography, and spending time with her family.


Registered States:
AR, FL, MS, TN