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Christopher A
Series 66
Nashville, TN
UBS Financial Services
Christopher Agro is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and both the University of Kentucky and University of Louisville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.
Kent K
Series 63
Nashville, TN
UBS Financial Services
Kent Kirby is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and over 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Kirby is active in various business ventures and community boards, including partnerships in hospitality and retail sectors, a nonprofit education organization (KIPP Nashville), and leadership positions at the Nashville Zoo. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and a broad range of capital markets services.
Alicia J
Series 66
Nashville, TN
UBS Financial Services
Alicia Jayo is a financial advisor with UBS Financial Services in Nashville, Tennessee, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Tideline and The Rockefeller Foundation, as well as work affiliated with Columbia Business School. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and capital market insights. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading activities.
Catherine B
Series 66
Nashville, TN
UBS Financial Services
Catherine Baron is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Merrill, US Bank, Wiley Bros.-Aintree Capital, and a nonprofit organization, Ronald McDonald House Charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management and also provides custody, underwriting, and capital markets services.
Frederick L
Series 63, Series 65
Nashville, TN
UBS Financial Services
Frederick Long is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 plans.
Ashley C
Series 66
Nashville, TN
UBS Financial Services
Ashley Chavarria is a financial advisor at UBS Financial Services in Nashville, TN, with two years of industry experience. She holds the Series 66 designation and has previous experience at Morgan Stanley and Strickler and Prieto CPA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.
Chase W
Series 66
Nashville, TN
UBS Financial Services
Chase Willauer is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Before joining UBS in 2022, he held positions at Lululemon and Robert Half. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.
Paul C
Series 63, Series 66
Nashville, TN
UBS Financial Services
Paul Carl III is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., Wells Fargo Advisors, TD Ameritrade, and AXA Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.
Kate M
Series 66
Nashville, TN
UBS Financial Services
Kate Mielke is a financial advisor at UBS Financial Services with a Series 66 designation and under one year of industry experience. Her prior work includes roles at Saltsman Brenzel and Executive Housing Consultants, Inc., as well as educational positions from 2015 to 2025. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm’s platform includes institutional trading capabilities alongside wealth management offerings.
John R
Series 66
Nashville, TN
UBS Financial Services
John Reynolds II is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to his advisory role, his background includes multiple positions at the University of Tennessee and experience with Brown Bag and Harper Auto Square. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.
Taryn S
Series 66
Nashville, TN
UBS Financial Services
Taryn Simm is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior experience at Rating Dynamics and Florida State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through fiduciary fee-based planning, portfolio management, and proprietary research.
Christopher C
Series 66
Nashville, TN
UBS Financial Services
Christopher Cannon is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Outside of his advisory role, he serves as treasurer for a homeowners association in Knoxville, Tennessee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and model-based asset allocations to tailor strategies aligned with clients' goals and risk tolerances.
Christopher M
Series 66
Nashville, TN
UBS Financial Services
Christopher Marshall is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at The Crichton Group for two years before joining UBS in 2017. Outside of his advisory role, he is a proprietor of a residential rental duplex in Nashville, Tennessee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.
Aaron F
Series 66
Nashville, TN
UBS Financial Services
Aaron Fuller is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he owns and operates Fuller Farms LLC, which involves livestock and general farming activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.
Gordon B
Series 63, Series 65
Nashville, TN
UBS Financial Services
Gordon Brewer is a financial advisor at UBS Financial Services in Nashville, TN, with 27 years of industry experience. He has been with UBS Financial Services since 2002 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions for clients.
Max C
Series 66
Nashville, TN
UBS Financial Services
Max Cohen is a financial advisor at UBS Financial Services in Nashville, TN. He holds the Series 66 designation and has been in the industry since 2022. Prior to joining UBS, he had roles at LBMC, EMA Foundation, and Fintrx, and has academic experience at Boston University and Bocconi University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad range of capital markets services.
Robert A
Series 63, Series 65
Nashville, TN
UBS Financial Services
Robert Andrews is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.
Colby R
Series 63, Series 65
Nashville, TN
UBS Financial Services
Colby Robbins is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in wealth management as an intern in 2006 and has been serving clients since moving to Nashville in 2008. Colby specializes in providing family office style wealth management services for clients with complex financial needs, particularly those with assets of $10 million and above. His client focus areas include corporate executive services, executive and equity compensation, family wealth management strategies, institutional consulting, liquidity management, portfolio management services, and small business strategies. Colby holds a Bachelor's Degree from the University of Tennessee and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is recognized for offering a coordinated and optimized approach to wealth management that integrates advanced tax planning strategies, institutional-caliber banking and lending structures, goal-driven equity and hedging strategies, and a comprehensive wealth architecture. Outside of his professional work, Colby enjoys basketball, cooking, fishing, golfing, hiking, music, running, skiing, and spending time with his family. He and his wife have two daughters.
Christopher M
Series 66
Nashville, TN
UBS Financial Services
Christopher Moore is a Series 66-credentialed financial advisor with UBS Financial Services in Nashville, TN, where he has worked since 2022. He has three years of industry experience and previously held roles at TBH Advisors, Raise the Roof Academy, Birmingham-Southern College, and Brentwood Middle/High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.
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