A legacy for generations

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Gerald Norris, CFP, CIMA, CRPC

Managing Director–Wealth Management
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MI
- MO
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Jerry has managed clients' portfolios through seven market cycles since 1981 and continues his financial planning focused investment advising as the Senior Portfolio Manager. Prior to 2006, he served 16 years as a Director, educating hundreds of advisors in the Great Lakes division as a speaker in the area of estate and retirement planning. With this experience and knowledge, he helps create personalized strategies and investment solutions for clients in the pursuit of their financial goals. Jerry works with each client to ensure that every aspect of their financial life – investments, insurance, legacy plans – is focused on their current needs and goals. Jerry gives the clients an excellent sense of structure as a 26 year veteran of UBS. He has also has been listed as a Top Scoring Wealth Manager, 2010, from Hour Magazine.

Jerry graduated from Ferris State University with a bachelor's degree in pharmacy and an associate's degree in business. He has deepened his knowledge by earning the Certified Financial Planner™ (CFP®) designation, the Chartered Retirement Planning Counselor™ (CRPC®) designation and the Certified Investment Management Analyst™ (CIMA®) certification, the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge.

Jerry lives in Bloomfield Hills with his wife and business partner, Marja, and their dog, Bella. Jerry enjoys boating, fixing just about anything, watching the History Channel and barbecuing year round. Jerry and Marja have two grown children, Larry and Kristen.

CA Insurance License Number: 0F03517
- Ferris State University , Bachelor's degree in Pharmacy and an Associate's degree in Business
- Retirement Plan Consultant
- Senior Portfolio Manager
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
F. Troy Barnhart

Senior Vice President–Wealth Management
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
F. Troy Barnhart, Senior Vice President, has been a wealth advisor for more than 30 years, with a focus on high net worth individuals and families. Troy specializes in retirement and pre-retirement planning. He works closely with all of his clients to develop highly customized strategies, matching each client’s objectives with opportunities that exist across the markets. In an environment prone to trends and short-term thinking, Troy prides himself on consistency and tradition, adhering to principles derived from his extensive experience and above all else an enduring commitment to his clients. Troy received a B.B.A. from Michigan State University with a concentration in Economics.
- Michigan State University, B.B.A. with a concentration in Economics
- Wealth Advisor
- Portfolio Manager
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Marja Norris, CFP, CIMA

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Marja's personal philosophy stresses integrity as the cornerstone of her 36 years of service. Marja provides a comprehensive approach to managing clients' wealth and, in doing so, often uncovers opportunities that many investment advisors overlook. She believes in educating the investor and involving the client in each step of the financial process, including partnering with the client's CPA and attorney to assure all financial matters are covered.

Marja holds the Certified Investment Management Analyst® designation – the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge. In addition she has earned the Certified Financial Planner™ (CFP®) designation to assist with the needs of higher net worth individuals.

She has been a Financial Advisor since 1981, through virtually every investment environment, and has provided clients with stability and longevity, being a 26 year veteran at UBS.

Marja attained the UBS Wealth Advisor certification, an extensive process at UBS to help guide high net worth individuals and their families.

She is an advocate and an alumni board member for The HAVEN, a non-profit organization to help victims of domestic violence and sexual abuse. Marja and her husband, Jerry, live in Bloomfield Hills with their dog, Bella. She has two adult children, Larry and Kristen, and enjoys nature, yoga, hiking and writing as her pastimes.

CA Insurance License Number: 0F06115
- Retirement Plan Consultant
- Wealth Advisor
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Mary Crummey, CIMA, CRPS

Senior Vice President–Wealth Management
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WV
Mary M. Crummey, Vice President, has worked at UBS for the last 24 years. In her role, Mary dedicates her expertise to the development of wealth strategies for high net worth individuals and institutions. Mary utilizes an adaptive, consultative approach, combining deep commitment to understanding her clients’ goals with the insight and technical know-how it takes to achieve them. Mary earned the Certified Investment Management Analyst (CIMA®) designation from the Haas School of Business, University of California, Berkley. As a CIMA® professional, she displays a high level of commitment and continues to educate herself on the investment process to assist clients in making prudent investment decisions.
- Retirement Plan Consultant
- Wealth Advisor
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Michael Oleszkowicz

Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Mike has been with UBS for 16 years and has over 19 years of industry experience. He is one of the 4 partners on the Norris Wealth Management Group in Birmingham, MI. In addition to being a Financial Advisor, he has served as a Wealth Management Retirement Consultant helping UBS Financial Advisors and clients across the country build retirement income and longevity plans and has been an industry speaker and author on various retirement planning topics. Mike believes that the most effective client relationships start with a comprehensive financial plan rather than a product, and that only through detailed discussions with each client about their individual needs, goals and constraints can a Financial Advisor provide appropriate solutions.

As a member of the Norris Wealth Management Group, he specializes in cash flow, retirement income and longevity planning. Mike works closely with the team to build income and estate planning strategies to meet our clients’ goals, incorporating measures to ensure these goals are protected from unplanned events.

Mike holds a Master's in Business Administration and a bachelor's degree in Aviation. Heis a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). He has also attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals and their families.

Mike is married to Heather and they have four grown children.

CA Insurance License Number: 0M23624
- Wealth Advisor
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Jason Braun, CPWA, CRPC

Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Jason has 15 years of experience in the financial services industry, joining UBS in 2006. He is one of 4 partners on the Norris Wealth Management Group in Birmingham, MI.

Jason holds a bachelor's degree in economics from Michigan State University. He is a Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC®) and a qualified Portfolio Manager. He has also attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals and their families.

As an advisor on the team, Jason is dedicated to connecting with investors on a personal level and works closely with each client to ensure that all of their financial needs – retirement planning, insurance, wealth transfer, and lending, in addition to portfolio management – are being met. He is proactive in reaching out to clients to help them achieve their financial goals, including partnering with their CPA and attorney to better address each situation.

Jason, his wife Jennifer, their daughter Joslyn, son Jacob and beagle, Snoopy reside in Birmingham. Outside the office, he enjoys golfing, skiing, and participating in his children's many activities. He is also a frequent presenter for The Michigan Association of CPA's providing continuing education.

CA Insurance License Number: 0M23804
- Wealth Advisor
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

Gerald Norris, CFP, CIMA, CRPC

Managing Director–Wealth Management
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MI
- MO
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Jerry has managed clients' portfolios through seven market cycles since 1981 and continues his financial planning focused investment advising as the Senior Portfolio Manager. Prior to 2006, he served 16 years as a Director, educating hundreds of advisors in the Great Lakes division as a speaker in the area of estate and retirement planning. With this experience and knowledge, he helps create personalized strategies and investment solutions for clients in the pursuit of their financial goals. Jerry works with each client to ensure that every aspect of their financial life – investments, insurance, legacy plans – is focused on their current needs and goals. Jerry gives the clients an excellent sense of structure as a 26 year veteran of UBS. He has also has been listed as a Top Scoring Wealth Manager, 2010, from Hour Magazine.

Jerry graduated from Ferris State University with a bachelor's degree in pharmacy and an associate's degree in business. He has deepened his knowledge by earning the Certified Financial Planner™ (CFP®) designation, the Chartered Retirement Planning Counselor™ (CRPC®) designation and the Certified Investment Management Analyst™ (CIMA®) certification, the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge.

Jerry lives in Bloomfield Hills with his wife and business partner, Marja, and their dog, Bella. Jerry enjoys boating, fixing just about anything, watching the History Channel and barbecuing year round. Jerry and Marja have two grown children, Larry and Kristen.

CA Insurance License Number: 0F03517
- Ferris State University , Bachelor's degree in Pharmacy and an Associate's degree in Business
- Retirement Plan Consultant
- Senior Portfolio Manager
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
F. Troy Barnhart

Senior Vice President–Wealth Management
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
F. Troy Barnhart, Senior Vice President, has been a wealth advisor for more than 30 years, with a focus on high net worth individuals and families. Troy specializes in retirement and pre-retirement planning. He works closely with all of his clients to develop highly customized strategies, matching each client’s objectives with opportunities that exist across the markets. In an environment prone to trends and short-term thinking, Troy prides himself on consistency and tradition, adhering to principles derived from his extensive experience and above all else an enduring commitment to his clients. Troy received a B.B.A. from Michigan State University with a concentration in Economics.
- Michigan State University, B.B.A. with a concentration in Economics
- Wealth Advisor
- Portfolio Manager
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Marja Norris, CFP, CIMA

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Marja's personal philosophy stresses integrity as the cornerstone of her 36 years of service. Marja provides a comprehensive approach to managing clients' wealth and, in doing so, often uncovers opportunities that many investment advisors overlook. She believes in educating the investor and involving the client in each step of the financial process, including partnering with the client's CPA and attorney to assure all financial matters are covered.

Marja holds the Certified Investment Management Analyst® designation – the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge. In addition she has earned the Certified Financial Planner™ (CFP®) designation to assist with the needs of higher net worth individuals.

She has been a Financial Advisor since 1981, through virtually every investment environment, and has provided clients with stability and longevity, being a 26 year veteran at UBS.

Marja attained the UBS Wealth Advisor certification, an extensive process at UBS to help guide high net worth individuals and their families.

She is an advocate and an alumni board member for The HAVEN, a non-profit organization to help victims of domestic violence and sexual abuse. Marja and her husband, Jerry, live in Bloomfield Hills with their dog, Bella. She has two adult children, Larry and Kristen, and enjoys nature, yoga, hiking and writing as her pastimes.

CA Insurance License Number: 0F06115
- Retirement Plan Consultant
- Wealth Advisor
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Mary Crummey, CIMA, CRPS

Senior Vice President–Wealth Management
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WV
Mary M. Crummey, Vice President, has worked at UBS for the last 24 years. In her role, Mary dedicates her expertise to the development of wealth strategies for high net worth individuals and institutions. Mary utilizes an adaptive, consultative approach, combining deep commitment to understanding her clients’ goals with the insight and technical know-how it takes to achieve them. Mary earned the Certified Investment Management Analyst (CIMA®) designation from the Haas School of Business, University of California, Berkley. As a CIMA® professional, she displays a high level of commitment and continues to educate herself on the investment process to assist clients in making prudent investment decisions.
- Retirement Plan Consultant
- Wealth Advisor
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Michael Oleszkowicz

Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Mike has been with UBS for 16 years and has over 19 years of industry experience. He is one of the 4 partners on the Norris Wealth Management Group in Birmingham, MI. In addition to being a Financial Advisor, he has served as a Wealth Management Retirement Consultant helping UBS Financial Advisors and clients across the country build retirement income and longevity plans and has been an industry speaker and author on various retirement planning topics. Mike believes that the most effective client relationships start with a comprehensive financial plan rather than a product, and that only through detailed discussions with each client about their individual needs, goals and constraints can a Financial Advisor provide appropriate solutions.

As a member of the Norris Wealth Management Group, he specializes in cash flow, retirement income and longevity planning. Mike works closely with the team to build income and estate planning strategies to meet our clients’ goals, incorporating measures to ensure these goals are protected from unplanned events.

Mike holds a Master's in Business Administration and a bachelor's degree in Aviation. Heis a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). He has also attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals and their families.

Mike is married to Heather and they have four grown children.

CA Insurance License Number: 0M23624
- Wealth Advisor
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Jason Braun, CPWA, CRPC

Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Jason has 15 years of experience in the financial services industry, joining UBS in 2006. He is one of 4 partners on the Norris Wealth Management Group in Birmingham, MI.

Jason holds a bachelor's degree in economics from Michigan State University. He is a Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC®) and a qualified Portfolio Manager. He has also attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals and their families.

As an advisor on the team, Jason is dedicated to connecting with investors on a personal level and works closely with each client to ensure that all of their financial needs – retirement planning, insurance, wealth transfer, and lending, in addition to portfolio management – are being met. He is proactive in reaching out to clients to help them achieve their financial goals, including partnering with their CPA and attorney to better address each situation.

Jason, his wife Jennifer, their daughter Joslyn, son Jacob and beagle, Snoopy reside in Birmingham. Outside the office, he enjoys golfing, skiing, and participating in his children's many activities. He is also a frequent presenter for The Michigan Association of CPA's providing continuing education.

CA Insurance License Number: 0M23804
- Wealth Advisor
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

The Year Ahead - Sustainable Investing

Retirement planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

A legacy for generations

Pursuing your goals together

Gerald Norris, CFP, CIMA, CRPC

F. Troy Barnhart

Marja Norris, CFP, CIMA

Mary Crummey, CIMA, CRPS

Michael Oleszkowicz

Jason Braun, CPWA, CRPC