Sara Perez Barrett Named Branch Manager at UBS in Memphis
December 09 2020 - 1:37PM
Business Wire
Succeeds industry veteran Joseph Heinz, who has
retired
UBS Wealth Management USA announced that Sara Perez Barrett has
been appointed Branch Manager of the Memphis, Tennessee office. She
succeeds Joseph Heinz, CFP®, who is retiring after 13 years in the
role.
“We’re delighted that Sara has agreed to lead this important
market for UBS,” said Jerry Johnson, South Central Market Head at
UBS Wealth Management USA. “Sara’s exceptional industry knowledge
and strong relationships with our advisors will help us continue to
grow our business in the region.”
Working alongside UBS’s Women’s Strategic Client Segment, Sara
champions the firm’s groundbreaking research and insight on women
and their path to financial independence. She will to continue
empower female investors in the Memphis community, building upon
the strong foundation that UBS already has in place.
Sara joined UBS’s Graduate Training Program in 2013, where she
spent two years in six different roles across UBS’s home office in
New York. After completing the program, she worked for UBS’s Chief
Investment Office as a Municipal Credit Strategist. In July 2017,
she moved to Nashville after UBS Market Head Jerry Johnson
recruited her to be the South Central Assistant Market Head. In
this role, Sara worked with advisors across the market on team
development and practice management. She stepped into the role as
Branch Manager of the Memphis office on October 1, 2020. Sara holds
an undergraduate degree from Vanderbilt University where she
triple-majored in Economics, History and Spanish.
“I am thrilled to be in Memphis and build upon the team’s
success in the region,” said Barrett. “I look forward to growing
UBS’s presence in this market and working with our advisors.”
After 13 years in his role as Branch Manager of the Memphis
office, Joe Heinz has decided to retire. He joined UBS in 2003 to
help run the Jackson, Mississippi branch office and a few other
offices along the Gulf Coast. In 2007, he moved back to Memphis
where he focused on building the branch during the financial
crisis.
“We cannot thank Joe enough for his leadership and dedication to
the firm over the past 13 years,” said Mr. Johnson. “He has been
instrumental in building our business in Memphis and paved the way
for the future of this firm by hiring talented advisors who will
continue to serve our clients each day.”
Notes to Editors
About UBS
UBS provides financial advice and solutions to wealthy,
institutional and corporate clients worldwide, as well as private
clients in Switzerland. UBS's strategy is centered on our leading
global wealth management business and our premier universal bank in
Switzerland, enhanced by Asset Management and the Investment Bank.
The bank focuses on businesses that have a strong competitive
position in their targeted markets, are capital efficient, and have
an attractive long-term structural growth or profitability
outlook.
UBS is present in all major financial centers worldwide. It has
offices in 50 countries, with about 30% of its employees working in
the Americas, 31% in Switzerland, 19% in the rest of Europe, the
Middle East and Africa and 20% in Asia Pacific. UBS Group AG
employs approximately 68,000 people around the world. Its shares
are listed on the SIX Swiss Exchange and the New York Stock
Exchange (NYSE).
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
© UBS 2020. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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