Nashville, TN West End Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$761,713,741,255
ClientsTotal clients
1,098,059
AdvisorsAdvisors at this office
59
Of 9,303 advisors across 994 offices
Location
3102 West End Avenue
Nashville TN 37203
Advisors at this office
59
Advisors at this office
Nicholas D
Series 66
Nashville, TN
UBS Financial Services
Nicholas Deidiker is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and having 12 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Amputee Blade Runners, a nonprofit providing free running prosthetics for amputees, and is involved with the Nashville Symphony as Chair of the associate board and a member of the full Board of Directors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.
Dominic C
Series 66
Nashville, TN
UBS Financial Services
Dominic Calvani is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. In addition to his advisory role, he serves as a general partner at KC Partners, investing in Brentwood Capital Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.
Brian S
CFP®, Series 66
Nashville, TN
UBS Financial Services
Brian Silkwood is a CFP®-certified financial advisor with over 20 years of industry experience, currently with UBS Financial Services Inc. since 2005. He holds a leadership role as President of the 100 Club of Sumner, a charity supporting first responders, and serves on the boards of The Founders Club and the Industrial Development Board in Hendersonville, TN. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations.
Seth H
Series 63, Series 66
Nashville, TN
UBS Financial Services
Seth Huber is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 27 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 services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations to tailor client plans.
Noah C
Series 66
Nashville, TN
UBS Financial Services
Noah Clevinger is a financial advisor at UBS Financial Services with a Series 66 credential and no prior advisory industry experience. His previous work includes roles at Conagra Brands and Smithfield Foods. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and investment solutions.
Edmund N
Series 63, Series 65
Nashville, TN
UBS Financial Services
Edmund Nasief Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with UBS since 1988. Outside of his advisory role, he serves on the board of the Pediatric Endowment Fund, a nonprofit supporting pediatric healthcare and medical education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing customized financial planning and portfolio management.
Thomas V
Series 66
Nashville, TN
UBS Financial Services
Thomas Vanderslice Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation. He has prior experience at Apex Capital and has worked in educational roles at Texas Christian University and Memphis University School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, including futures commission merchant activities and securities-backed lending programs.
Laura D
Series 63, Series 65
Nashville, TN
UBS Financial Services
Laura Doran is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. She has been with UBS since 2009. 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 uses proprietary research and model-based asset allocations to tailor client plans.
Chance M
Series 66
Nashville, TN
UBS Financial Services
Chance Meier is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and with two years of industry experience. He previously worked at Prudent Street Financial Advisors, LLC, and has experience with UBS Securities LLC since 2021. He also spent four years at the University of Tennessee, Knoxville. 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 and utilizes proprietary research and model-based asset allocations to tailor client strategies.
Stephen S
Series 66
Nashville, TN
UBS Financial Services
Stephen Speers is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Old Natchez Country Club, Equitable Property Company, Centre College, and Montgomery Bell Academy. 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 utilizes proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.
David I. O
Series 63
Nashville, TN
UBS Financial Services
David I. Obolensky is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 63 designation and has 47 years of industry experience. He has been with UBS Financial Services since 2009. 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 uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.
Connor H
Series 66
Nashville, TN
UBS Financial Services
Connor Hartman is a financial advisor with UBS Financial Services in Nashville, TN. He holds the Series 66 designation and has been with UBS since 2024, following a role at DiNuzzo Wealth Management and experience owning a media business. Outside of finance, he has worked in media production through Hartman Imagery and PBA Media. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.
Kathryn S
Series 66
Nashville, TN
UBS Financial Services
Kathryn Savage is a Series 66 licensed financial advisor with UBS Financial Services in Nashville, TN. She has one year of industry experience, having joined UBS in 2024. Prior to her advisory role, Kathryn worked at The University of Tennessee, Knoxville, and The Harpeth Hall School. 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 solutions and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.
Austin N
Series 66
Nashville, TN
UBS Financial Services
Austin Nephew is a financial advisor with UBS Financial Services, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining UBS, he worked in various roles including positions at FirstBank and Marco's Pizza, and has been involved with the business iMow since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.
Cameron J
Series 66
Nashville, TN
UBS Financial Services
Cameron Junker is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he has held roles with Priority 111 Insulation, Alpha Baseball, SugarCreek Packing Company, and worked five years with the Pittsburgh Pirates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market insights and model-based asset allocations to tailor financial plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.
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