An experienced and committed team

Muirfield Wealth Partners

Financial and life planning across generations

The wealth you’ve built offers a world of possibilities, as well as
complex questions. You want to live well in retirement, secure the
future for those you love, and leave a meaningful legacy. But it can
be challenging to navigate planning choices, investment options
and tax consequences.
We are a large, multigenerational team of knowledgeable financial
advisors with deep capabilities and skillsets. We help successful
families by creating strategies and solutions that give them
confidence about their future.
Our goal is to help our clients go from success to significance,
from prosperity to purpose.

William Cseplo

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Home Worker FL
Home Worker FL, FL 000

Email Me

bill.cseplo@ubs.com
William Cseplo
Home Worker FL,Home Worker FL,FL,000

Credentials

  • Chartered Advisor in Philanthropy®

Stephanie McCurdy

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

stephanie.mccurdy@ubs.com
Stephanie McCurdy
5007 Horizons Dr.,Upper Arlington,OH,43220

Colin Parks

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2022, 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, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER®
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

colin.parks@ubs.com
Colin Parks
5007 Horizons Dr.,Upper Arlington,OH,43220

Edward Snyder

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 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, 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.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • CPWA®
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

edward.snyder@ubs.com
Edward Snyder
5007 Horizons Dr.,Upper Arlington,OH,43220

Derek Hegarty

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2022, 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, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER®
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

derek.hegarty@ubs.com
Derek Hegarty
5007 Horizons Dr.,Upper Arlington,OH,43220

Joseph Trocchio

Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Credentials

  • Chartered Retirement Planning Counselor
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

joseph.trocchio@ubs.com
Joseph Trocchio
5007 Horizons Dr.,Upper Arlington,OH,43220

Anthony Trocchio

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

anthony.trocchio@ubs.com
Anthony Trocchio
5007 Horizons Dr.,Upper Arlington,OH,43220

James Slaven

Director

Team Administrator

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MI
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX

Credentials

  • MBA
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

jeb.slaven@ubs.com
James Slaven
5007 Horizons Dr.,Upper Arlington,OH,43220

Curtis Steube

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • ME
  • MI
  • MO
  • NC
  • NE
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA

Credentials

  • Certified Investment Management Analyst®
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

curtis.steube@ubs.com
Curtis Steube
5007 Horizons Dr.,Upper Arlington,OH,43220

Susan Biehl

Senior Client Associate

Registered States:
  • FL
  • OH
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

suzy.biehl@ubs.com
Susan Biehl
5007 Horizons Dr.,Upper Arlington,OH,43220

Nichole Kirk

Senior Client Associate

Registered States:
  • FL
  • GA
  • MA
  • OH
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

nichole.kirk@ubs.com
Nichole Kirk
5007 Horizons Dr.,Upper Arlington,OH,43220

Krista Byrd

Client Associate

Home Worker OH
Home Worker OH, OH 000

Email Me

krista.byrd@ubs.com
Krista Byrd
Home Worker OH,Home Worker OH,OH,000

Jodi Graney

Senior Client Associate

Registered States:
  • OH
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

jodi.graney@ubs.com
Jodi Graney
5007 Horizons Dr.,Upper Arlington,OH,43220

Elizabeth Rugg

Senior Client Associate

Registered States:
  • FL
  • OH
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

elizabeth.m.rugg@ubs.com
Elizabeth Rugg
5007 Horizons Dr.,Upper Arlington,OH,43220

Jessica Lonyo

Client Associate

5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

jessica.lonyo@ubs.com
Jessica Lonyo
5007 Horizons Dr.,Upper Arlington,OH,43220