How can you pursue what matters most?

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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.

  • matt

    Matthew Barnes

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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
    • SC
    • TN
    • TX
    • VA
    • 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
      • william

        William Black

        Senior Vice President–Wealth Management

        Financial Advisor

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        • 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
        • SC
        • TN
        • TX
        • VA
        • 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
          • john

            John Dakoske

            Senior Vice President–Wealth Management

            Financial Advisor

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            • 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
            • SC
            • TN
            • TX
            • VA
            • WI
            • WV

            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
                • allison

                  Allison Slade

                  Authorized Officer

                  Client Associate

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                  • AZ
                  • CA
                  • FL
                  • GA
                  • IN
                  • KS
                  • KY
                  • ME
                  • MO
                  • NJ
                  • NY
                  • OH
                  • SC
                  • TN
                  • WI

                        8044 Montgomery Road
                        Suite 100W
                        Cincinnati, OH 45236

                      The circular economy: What is it?

                      Retirement planning

                      Retirement planning

                      Multigenerational 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

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