How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

Matthew Barnes

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Matt has a long career in the financial services and accounting sectors that spans over 20 years. He started his career in 1996 as a Certified Public Accountant and Individual Tax Manager with Deloitte and Touche LLP, moved to JP Morgan in 2005 as a Wealth Manager, and joined UBS Financial Services as a First Vice President in 2014. Matt is a Certified Financial Planner (CFP) and brings his many years of training and experience in financial planning and comprehensive wealth management to each client relationship. He earned a BBA, Accounting and Finance, from the University of Cincinnati. Matt is a youth basketball and lacrosse coach and lives in Wyoming with his wife and children.
- CERTIFIED FINANCIAL PLANNER®
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

matthew.barnes@ubs.com

Matthew Barnes

8044 Montgomery Road,Cincinnati,OH,45236
William Black

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
William has more than 15 years of experience working with clients on investment management and strategic planning. His financial services experience began at Fifth Third in the Capital Markets Department. He moved to UBS as a Financial Advisor and then worked at JP Morgan as an Investment Specialist. In his role as an Investment Specialist he worked with a select team of specialists to provide customized investment solutions. William re-joined UBS as a First Vice President and Portfolio Manager in 2014. He earned his undergraduate degree from Miami University (Finance Major) and is both a CFA charterholder and Certified Financial Planner. William lives in Mariemont with his wife and two daughters.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Analyst®
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

william.h.black@ubs.com

William Black

8044 Montgomery Road,Cincinnati,OH,45236
John Dakoske

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
John's clients benefit from his more than 25 years of experience in the financial services and accounting arenas. Starting as a CPA in 1985, John left Deloitte in 2003 to join JP Morgan as a Consultant on the Retirement Plan Services team serving Procter & Gamble and then moved to JP Morgan Wealth Management as an Advisor in 2006. In 2014, he joined UBS Financial Services as a First Vice President, bringing his considerable experience and expertise to serving clients' wealth management needs. He earned a BBA, Accounting from the University of Notre Dame, and MBA, Finance from The Ohio State University, and his JD, Law, from the University of Notre Dame. In his free time, John enjoys cooking and playing golf. He lives in Loveland with his wife and two children.
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

john.dakoske@ubs.com

John Dakoske

8044 Montgomery Road,Cincinnati,OH,45236
Allison Slade

Authorized Officer

Client Associate
View bio
- AZ
- CA
- FL
- GA
- IN
- KS
- KY
- ME
- MO
- NJ
- NY
- OH
- SC
- TN
- WI
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

allison.slade@ubs.com

Allison Slade

8044 Montgomery Road,Cincinnati,OH,45236

Matthew Barnes

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Matt has a long career in the financial services and accounting sectors that spans over 20 years. He started his career in 1996 as a Certified Public Accountant and Individual Tax Manager with Deloitte and Touche LLP, moved to JP Morgan in 2005 as a Wealth Manager, and joined UBS Financial Services as a First Vice President in 2014. Matt is a Certified Financial Planner (CFP) and brings his many years of training and experience in financial planning and comprehensive wealth management to each client relationship. He earned a BBA, Accounting and Finance, from the University of Cincinnati. Matt is a youth basketball and lacrosse coach and lives in Wyoming with his wife and children.
- CERTIFIED FINANCIAL PLANNER®
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

matthew.barnes@ubs.com

Matthew Barnes

8044 Montgomery Road,Cincinnati,OH,45236
William Black

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
William has more than 15 years of experience working with clients on investment management and strategic planning. His financial services experience began at Fifth Third in the Capital Markets Department. He moved to UBS as a Financial Advisor and then worked at JP Morgan as an Investment Specialist. In his role as an Investment Specialist he worked with a select team of specialists to provide customized investment solutions. William re-joined UBS as a First Vice President and Portfolio Manager in 2014. He earned his undergraduate degree from Miami University (Finance Major) and is both a CFA charterholder and Certified Financial Planner. William lives in Mariemont with his wife and two daughters.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Analyst®
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

william.h.black@ubs.com

William Black

8044 Montgomery Road,Cincinnati,OH,45236
John Dakoske

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
John's clients benefit from his more than 25 years of experience in the financial services and accounting arenas. Starting as a CPA in 1985, John left Deloitte in 2003 to join JP Morgan as a Consultant on the Retirement Plan Services team serving Procter & Gamble and then moved to JP Morgan Wealth Management as an Advisor in 2006. In 2014, he joined UBS Financial Services as a First Vice President, bringing his considerable experience and expertise to serving clients' wealth management needs. He earned a BBA, Accounting from the University of Notre Dame, and MBA, Finance from The Ohio State University, and his JD, Law, from the University of Notre Dame. In his free time, John enjoys cooking and playing golf. He lives in Loveland with his wife and two children.
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

john.dakoske@ubs.com

John Dakoske

8044 Montgomery Road,Cincinnati,OH,45236
Allison Slade

Authorized Officer

Client Associate
View bio
- AZ
- CA
- FL
- GA
- IN
- KS
- KY
- ME
- MO
- NJ
- NY
- OH
- SC
- TN
- WI
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

allison.slade@ubs.com

Allison Slade

8044 Montgomery Road,Cincinnati,OH,45236

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

How can you pursue what matters most?

Pursuing your goals together

Matthew Barnes

William Black

John Dakoske

Allison Slade