Jefferson Cronan, Cfp® Email & Phone Number

Financial Advisor & Certified Financial PlannerIn my practice, I work with clients to provide them with comprehensive financial planning. I believe that it is important to have a clear road map for getting where you want to go. With that in mind, my plans cover: retirement income planning, employee benefits review, liability management, insurance review, net worth statement, asset allocation review and recommendations and estate planning.Branch Manager, Executive DirectorSince 1999 I have been the Executive Director of the UBS Chattanooga office. I am responsible for the day to day management of the branch, the development of Financial Advisors and the oversight of compliance and regulatory issues. Over the years, our office has become the leading Wealth Management firm in Chattanooga with over $4 billion in assets under management./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Risk Management, Wealth Management, Portfolio Management, and Financial Planning.

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  Tennessee Technological University

  Finance, Economics