Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
26 years
Location
Greenfield, TN
UBS Financial Services
Institution
Kasi Darby is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.
Based on UBS Financial Services
Based on UBS Financial Services
Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products
Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations
Greenfield, TN
Greenfield TN
Advisors at this office
1
Tennessee · Texas
26 years of industry experience
UBS Financial Services, Inc.
2022 - Present • 4 years
Knoxville, TN
Bank Of America, N.a.
2009 - 2022 • 13 years
Jackson, TN
Merrill
2000 - 2022 • 22 years
Jackson, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 66
Trenton, TN
Ameriprise
Michael Schoonover is a financial advisor with Ameriprise in Trenton, TN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory work, Schoonover owns a lawn mowing business and operates Schoonover Farms, which leases pasture land for raising cattle. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.
Series 66
Trenton, TN
Edward Jones
Christy Allen is a financial advisor at Edward Jones in Trenton, Tennessee, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Trenton Special School District for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 63, Series 66
Trenton, TN
Edward Jones
Eric Allen is a financial advisor with Edward Jones in Trenton, Tennessee, holding Series 63 and Series 66 credentials with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Allen serves as an adjunct professor at Union University and is involved in local community organizations, including serving as a trustee for the Elk’s Lodge and as a board member for both Dyersburg State Community College Foundation and the Trenton Exchange Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products.
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