Knoxville, TN First Tennessee Plaza Office

Thomas Siler Jr. is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he co-manages a short-term rental property held in an LLC in South Carolina. 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, offering a broad range of capital markets services and proprietary research.

John Macdonald is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment solutions.

Jonathan Collins is a financial advisor at UBS Financial Services with Series 66 credentials and two years of industry experience. Prior to joining UBS in 2024, he held positions at the University of Tennessee Knoxville and Best Buy. 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 financial plans aligned with clients’ goals and risk tolerances. The firm provides a range of capital markets services alongside wealth management through a large network of advisors.

Christopher Lambert is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at The Trust Company of Tennessee for eight years. Outside of his advisory role, he serves as President of the Rotary Club of Knoxville and is a Trustee of the Rotary Foundation of Knoxville. He is also involved with Tennessee Aquatics as Past President and a member of the Board of Directors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers comprehensive financial planning, portfolio management, and capital markets services.

John Thomas is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at UBS since 2009. Outside of his advisory role, he serves as a director for the Autism Society of America East Tennessee Chapter and is a board member of the Community Health Alliance, focusing on affordable health insurance. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets solutions.

Christopher Cameron is a financial advisor at UBS Financial Services with 29 years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2022. Outside of his advisory role, Cameron serves on the advisory board of Conservation Fisheries, Inc., an environmental organization focused on the repopulation of endangered fish species, and is a member of the Webb School of Knoxville's board of trustees, where he chairs the Endowment Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Joshua Carter is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and nine years of industry experience. He has previously worked at Bank of America, N.A. and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and affiliated lending programs.

Cheryl Jenkins Nelson is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS Financial Services since 2008. 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 and proprietary research to tailor plans to clients’ goals and risk tolerances.

Christine Gilmore is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, she worked at the Knox County Health Department and Banner Health. Outside of advising, she is also engaged as a delivery driver for Amazon Flex and a ride-share driver for Uber. 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 a broad range of capital markets and research resources to tailor investment strategies.

Mikayla Teal is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Horizon, Northwestern Mutual Investment Services, and Eric Neumann. Outside of advisory work, she is a content creator on TikTok, producing videos to drive product sales. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Annette Winters is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 4 years of industry experience. She has been with UBS since 2020 and previously worked at Merrill Lynch from 2013 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based investment solutions tailored to client goals.

Daniel Green is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he serves on the Board of Directors for the Great Smoky Mountain Institute at Tremont, an educational nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Kimberly Roberts is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 66 licenses and 28 years of industry experience. She 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 combines institutional trading capabilities with wealth management services, providing a broad range of financial products and research-driven investment strategies.

Susan Morris is a financial advisor at UBS Financial Services with 38 years of industry experience. She has been with UBS since 1987. She holds the Series 63 designation and is based in Knoxville, TN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Russell Wilson is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory work, he serves as president of the board of directors for InterFaith Health Clinic, a nonprofit health clinic serving the working poor. 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 uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.