Chattanooga, TN One Union Square Office

Patricia Yell is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she has served on the Sequatchie County School Board, participating in school governance and decision-making. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Richard Park Jr. is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and having 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves on the board of the Appalachian Carbon Exchange, which develops carbon projects supporting water quality and biodiversity, and is president of the Long Branch Home Owners Association. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers additional products such as futures commission merchant services, underwriting, and securities-backed lending.

Jefferson Cronan is a financial advisor at UBS Financial Services with two years of industry experience. Before joining UBS in 2024, he worked at Service Electric Company for three years and EPB for five years. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jeffery Wiese is a CFP®-certified financial advisor with UBS Financial Services in Chattanooga, TN, where he has worked since 2015. He has 11 years of industry experience and holds the Series 66 designation. Outside of his advisory role, Wiese serves as President of the Chattanooga Chapter of the Exit Planning Institute and has been involved with nonprofit organizations including the Good Shepherd School board and the finance committee of Ronald McDonald House Charities of Greater Chattanooga. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Stacey Roseman is a financial advisor at UBS Financial Services with three years of industry experience. She has worked at UBS since 2021 and previously held roles at TVFCU and SunTrust. 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 integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Evan Angle is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previous work experience at Waddell and Associates and in the food service industry. 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 research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

George Pettway is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, and First Horizon Advisors, among other firms. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Julia Harrison is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. 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 provides a range of financial planning and portfolio management solutions, supported by proprietary research and model-based asset allocations.

Meredith Trautschold is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and 17 years of industry experience. She has been with UBS since 2010. Outside of her advisory work, she is also a yoga instructor. 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 proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Rachel Crawford is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has previously worked at McLemore Resort, Unum, and several educational institutions including the University of Tennessee at Chattanooga and Chattanooga State Community College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using model-based asset allocations and proprietary research to tailor financial plans.

Thomas Eddy is a CFP® with 23 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2002. He is a partner in Mobility Sports Tools, LLP, a company involved in the manufacturing and sales of a health care and sports rehabilitation product. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making.

Edward Obrien III is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He has been with UBS Financial Services since 2000. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Clark Bowers is a financial advisor with UBS Financial Services in Chattanooga, TN. He holds the Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at First Horizon Advisors and spent several years at FedEx Services and Robert Half. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets products.

Cassandra Brewer is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2011, including her current role since 2018. Prior to her current position, she was with Reliance Human Capital Management for one year. 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 research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerance.

Molly Manning is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.