Memphis, TN Poplar Avenue Office

James Corrigan is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 66 designation and 11 years of industry experience. He joined UBS in 2017 after two years at FTB Advisors, Inc. 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 uses research-driven strategies tailored to clients’ goals and risk tolerances.

Christine Taylor is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 63 designation and has been with UBS since 2011. Outside of her advisory role, she is involved with Commercial Advisors LLC in a non-investment capacity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor client strategies.

Stanley Viner is a CFP® and holds a Series 66 license, currently serving as a financial advisor at UBS Financial Services in Memphis, TN. He has five years of industry experience, including six years with UBS and prior work at Coaching for Literacy. 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 solutions including financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocation.

Rebecca Fitschen is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. She has been with UBS Financial Services Inc. since 2002. UBS Financial Services Inc. 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, providing a broad range of capital markets products and proprietary research to support client goals.

Sophia Tashie Williams is a financial advisor with UBS Financial Services in Memphis, TN. She holds the Series 63 and Series 66 designations and has four years of industry experience. Her prior roles include positions at Fidelity Investments and Shred 415, as well as work at the University of Memphis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Michael Matthews is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with UBS since 2009. Matthews serves on the boards of Memphis Prep Program, which prepares inner-city high school students for college, and St. Mary's Episcopal School, where he is a trustee and a member of the investment committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad platform of capital markets services.

Lyndsey Harmon is a Certified Financial Planner™ with 19 years of industry experience, currently serving clients at UBS Financial Services in Memphis, TN since 2014. She holds the CFP® and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management, offering services that include financial planning, portfolio management, and capital markets operations.

Anne Davidson is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2021, she worked with Texans for Greg Abbott from 2019 to 2021 and at the University of Mississippi from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad platform of capital markets offerings.

Richard Scharff is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2009. 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 plans to clients' goals and risk tolerances.

Joseph Young is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages investment insights from Merrill along with banking and lending solutions from Bank of America to create flexible strategies that align with clients’ changing market conditions. Joseph holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from The Baylor School. Committed to community involvement, Joseph volunteers with local organizations in support of the Merrill tradition of community participation.

Keri Gage is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, Gage serves on the board of Madonna Circle, a Catholic women’s organization focused on community service and fundraising in Memphis, where she co-chairs the Blessings Fund Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment strategies based on proprietary research and client goals.

Brenda Hatmaker is a financial advisor at UBS Financial Services with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering advisory services supported by proprietary research and model-based asset allocations.

Elliot Kiersky is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for the Jewish Foundation of Memphis, a philanthropic organization supporting Jewish families in the Memphis area. 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 services, offering a broad range of capital markets and research resources.

Jordan Edmundson is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2009. 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 fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Heather Stephens is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2021, she worked for seven years with Shelby County Schools. Outside of her advisory role, she has written and self-published a book on motherhood titled "Mama Didn't Half-Step" and contributed a song to the soundtrack of the stage play "Her Needs His Needs." UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.