UBS today announced that 32 advisor teams in the firm’s South Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.
The South Wealth Management Market is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“These advisors are extremely dedicated to serving client needs and we congratulate each of them for this impressive professional recognition,” said Greg Achten, South Market Executive at UBS.
Among those recognized, UBS advisor team Family Office Partners ranked #1 in Tennessee on this year’s list.
The advisor teams named to the list are:
Family Office Partners (Nashville, TN): Kent Kirby, Dominic Calvani, Benjamin Walker
The Wallace Group (Nashville, TN): Mimi Wallace, Gordon Brewer, Brian Silkwood, Seth Huber
Parham | Deidiker Family Wealth Advisors (Nashville, TN): Jana Lisle Parham, Nick Deidiker
Core Wealth Management (Chattanooga, TN): Steve Gatlin, Shane Unsworth, George Menham
The Vantage Point Financial Group (Chattanooga, TN): Scott McDonald, Tom Eddy, Jeffery Wiese, Peterson Hostetler
Union Square Group (Chattanooga, TN): George Skonberg, Douglas Brown, Darrin Wall
Mountain City Financial Group (Chattanooga, TN): Joseph J. Romanchik
The Cronan Hudson Group (Chattanooga, TN): Jeff Cronan, David Hudson
GDA Financial Group (Franklin, TN): Austin L. Greer, James A. Austin III
WLP Financial Group (Johnson City, TN): David Paduch, Brandon Linton, Mitchell Tuell, DJ Swatzell
Cameron, Oakes & Associates (Knoxville, TN): Christopher S. Cameron, Jonathan A. Oakes, Joshua R. Carter
Clarity Wealth Partners (Knoxville, TN): Scott M. Rhea, John Thomas
Wages Wilson Wealth Management (Knoxville, TN): Russ Wilson, Bill Wages
Stamper, Zion & Associates (Knoxville, TN): W. Todd Stamper, Brett Christopher Zion
Vanderslice Edmundson Wealth Management (Memphis, TN): Brenda Vanderslice
Matthews Kiersky Wealth Consulting Services (Memphis, TN): Michael Matthews, Elliot Kiersky
Wilfong Meyer Gage Group (Memphis, TN): John E. Wilfong, Keri Ticer Gage, S. Ryan Viner, Darrell Smith
OakRing Wealth Partners (Alpharetta, GA): David Saltzman, Kevin Haynes, Kevin Townsend King, Peter Stephen Knoop II, Daniel Dean
Harbor View Wealth Management (Atlanta, GA): Daniel Emerson, Angelo Esposito, James Malatos, Scott Emerson, David Randall, Kyle Hammond
One Wealth Consulting Services (Atlanta, GA): Kristi Thelen, Ginger Jackson, Katie Bachmann
Trillium Partners (Atlanta, GA): Harris Gignilliat, Laura Wellon, Langley Respess
Zager Wealth Management (Atlanta, GA): Andy Zager
APEX Wealth Management (Atlanta, GA): Adam Thomas, Mike Hennessy, Brandon Brown, Brandon Reynolds
Compass Financial Advisors (Atlanta, GA): Robert Goldstein, Amanda Levi Goldstein, Brian David, Todd Kennedy, Ernie Moncrieff
Paragon Wealth Management (Atlanta, GA): Angela Calvin, David Kusiel, Cromwell Baun, Jeffrey Lapp, Hugh Stephenson
The LeDoyen Price Group (Atlanta, GA): Vandyke Price, Jon LeDoyen, Jeremy Mykulak
Key Partners (Atlanta, GA): Tim Dod, Brad Roberts, Brent Lane, Justin Pugh
The Exit Planning and Wealth Consulting Group (Lafayette, LA): Ben Domingue, Travis Frayard, Shawna Prejean
Heller & Stieffel Wealth Management Group (New Orleans, LA): Mark H. Heller, Diana Dalton Stieffel
Kuchta Curole Riess Group (New Orleans, LA): Jacque P. Kuchta, Scott M. Curole, Christopher M. Riess
Capitol Wealth Management (Jackson, MS): Bill Rush Mosby III, William Rush Mosby, Harmon Bays, Russell Morrison
The Gallivan Group (Greenville, SC): W. Clark Gallivan, Thad Dulin
The third annual 2025 Forbes Best-in-State Wealth Management Teams list is comprised of over 5,300 teams that collectively manage over $7 trillion of assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
For the full list and further information, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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