UBS Financial Services Inc. is a leading wealth management firm with a branch office located in Memphis, TN. With a focus on providing comprehensive financial planning advice, UBS helps clients navigate major life changes and achieve their long-term financial goals. Led by Market Director Sara Perez Barrett, the team at UBS Memphis is dedicated to delivering quality strategies customized to each client's needs, building long-term relationships through exceptional client service.
With a team of experienced professionals, including Wealth Planning Associate Ephraim Okeke, UBS Memphis offers a range of services, including investment management, retirement planning, and risk management. The firm's commitment to delivering personalized advice and its expertise in the municipal bond market make it a trusted partner for individuals and families seeking to secure their financial future.
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