Andy Oakes
Vice President - Wealth Management, Ubs Financial Services, Inc at Ubs
Based in Knoxville, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Knoxville
Industry
Financial Services
Company size
118K
Contact information
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a•••••••@ubs.com
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Background
About Andy Oakes
Andy Oakes directs the team's wealth management strategies. He has over 15 years of experience, focused on crafting detailed solutions based upon the client's risk tolerance, time horizon, cost considerations, liquidity needs and overall investment goals. A native East Tennessean, Andy graduated from Furman University in 1998, with a Bachelor of Arts degree in Political Science. He has served the community through organizations including the Episcopal Church of the Ascension, Family Promise, United Way, and Big Brothers Big Sisters, in addition to being a United State Peace Corps Volunteer in Ukraine from 2006 to 2007. Andy is a CFP® certificant and holds his Series 7 and 66 FINRA registrations. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the 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 for the full disclosure.**
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