Philip Shields Wunderlich

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  Ubs Financial Services
  Nashville, TN
• 05/2014 → 05/2019
  Memphis University School
  Memphis, TN
• 08/2019 → 05/2023
  University Of Georgia
  Athens, GA

Exams

• S66 Uniform Combined State Law Examination
  2025-04-29

Other Names

• Philip Shields Wunderlich