UBS Financial Services Inc. of Nashville

UBS Financial Services Inc. of Nashville is a financial planner in Nashville, TN, located at 3102 West End Ave Suite 500. It provides wealth management services and offers guidance for wealth transfer events such as inheritance, death, or divorce. The branch holds a rating of 2.30 based on customer reviews.

Pat Cook serves as the Market Director for the Nashville Wealth Management and Private Wealth Management businesses at UBS, where he leads market strategy and partners with Financial Advisors and their teams to drive growth, elevate the client experience, and deliver the full capabilities of the firm. Previously, Pat served as an Associate Market Executive, supporting Wealth Management businesses across six states in the South Market, and worked in corporate strategy, contributing to growth and execution initiatives across the organization. He began his career working directly with and on advisor teams. He has held roles at LPL Financial, Commonwealth Financial Network, and D.A. Davidson, giving him a deep, practical understanding of the advisor business. Pat holds an M.B.A., cum laude, from the University of Notre Dame, with concentrations in strategy and corporate finance, and maintains his Series 7, 66, 9, and 10 licenses.

Jackie is an Executive Team Assistant who provides support to the management team, branch office managers, financial advisors, and support personnel. She joined UBS in September 2016 after moving from Kansas City, MO, and was previously employed by DST Systems for 18 years as an Executive Assistant. Jackie is a graduate of Baylor University, receiving a Bachelor of Arts degree in Journalism with a minor in Business. Curt brings a wealth of experience, leadership, and dedication to UBS. Over the course of his 29-year career with the firm, he has served in a variety of key leadership roles, including Market Supervisory Officer, Market Administrative Officer, and Alternative Investments Service Lead. He has also served as Client Experience Director for the South Central Market. Curt earned a Bachelor of Business Administration in Finance from Middle Tennessee State University and holds FINRA Series 7, 66, 9, and 10 licenses.

As a branch of UBS, the firm is backed by the strength of its parent company, UBS AG, which has 160 years of experience providing best-in-class advice and solutions. The firm provides access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management, and Private and Investment Banks.

UBS Financial Services Inc. of Nashville leverages its local leadership and global resources to support clients with their wealth management needs in Nashville, TN.

The office sits on West End Avenue, a main road just 16 meters from the address, with 31st Avenue North and 31st Avenue South both located about 0.1 miles away.

BizScoreAI gives the business a Technical score of 86 out of 100, which measures whether the website is technically sound, secure and indexable, so search engines can read it without errors. The Authority score is 75 out of 100, which measures whether the website shows who is behind the business, a trust signal AI assistants and search engines weigh when deciding whom to recommend.

Services:

• Business Growth Support
• Client Relationship Management
• Client-focused relationship building
• Comprehensive investment solutions
• Continuity Planning
• Customized Wealth Strategies
• Customized financial advice
• Global Market Insights