A legacy for generations

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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 Profile Photo

    Gerald Norris, CFP, CIMA, CRPC

    Managing Director–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    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 34 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 Fort Myers, FL with his wife and business partner, Marja, and their dog, Sophia. 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
      gerald.norris@ubs.com
      Gerald Norris, CFP, CIMA, CRPC
      325 N. Old Woodward Ave,Birmingham,MI,48009
    • F. Troy Barnhart Profile Photo

      F. Troy Barnhart

      Senior Vice President–Wealth Management

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • KS
      • 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.

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • 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
      troy.barnhart@ubs.com
      F. Troy Barnhart
      325 N. Old Woodward Ave,Birmingham,MI,48009
    • Mary Crummey Profile Photo

      Mary Crummey, CIMA, CRPS

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NJ
      • NV
      • NY
      • OH
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI

      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.

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Retirement Plan Consultant
        • Wealth Advisor
        325 N. Old Woodward Ave
        Suite 200
        Birmingham, MI 48009
        mary.crummey@ubs.com
        Mary Crummey, CIMA, CRPS
        325 N. Old Woodward Ave,Birmingham,MI,48009
      • Jason Braun Profile Photo

        Jason Braun, CPWA, CRPC

        Senior Vice President–Wealth Management

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI
        • WV
        • WY

        Jason has 18 years of experience in the financial services industry, joining UBS in 2006. He is a partner of Paramount Wealth Management Partners 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

        • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • Wealth Advisor
          325 N. Old Woodward Ave
          Suite 200
          Birmingham, MI 48009
          jason.braun@ubs.com
          Jason Braun, CPWA, CRPC
          325 N. Old Woodward Ave,Birmingham,MI,48009

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