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Adam S

Series 63, Series 66

Memphis, TN

UBS Financial Services

Adam Sowell is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing real estate investments with his wife. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad platform of capital markets and advisory services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Christopher M

Series 63, Series 65

Memphis, TN

UBS Financial Services

Christopher Mcgill is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS Financial Services since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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John L

Series 63

Memphis, TN

UBS Financial Services

John Lynn is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1987. Outside of his advisory role, he owns rental properties that serve University of Memphis students. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to tailor investment solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Donald W

Series 63, Series 65

Memphis, TN

UBS Financial Services

Donald Williams is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with UBS since 2000. Williams serves on the finance committee of St. Peter Catholic Church and is finance director and board member of the River Arts Fest charity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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David B

Series 63

Memphis, TN

UBS Financial Services

David Blindman is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1991 and holds the Series 63 designation. Based in Memphis, TN, he has spent over three decades serving clients through the firm. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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