Sara Perez Barrett Named Branch Manager at UBS in Memphis
MEMPHIS, Tenn.–(BUSINESS WIRE)–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…