Understanding

Brad has worked as a registered Financial Advisor and Wealth Advisor for over 25 years, seeing clients through five market corrections and countless life changes. He assists successful families in managing their assets by developing comprehensive long-term financial plans that address their estate planning objectives, retirement needs, quality of life issues, philanthropic desires and wealth transfer goals. Growing up as the son of a small business owner, Brad also understands and enjoys working with the unique interests and challenges of business owners.

Brad completed his finance degree at Xavier University in Cincinnati, Ohio and has earned the distinguished titles of Certified Financial Planner^TM (CFP^®) and Chartered Retirement Plans Specialist^SM (CRPS^®). He holds the Series, 7, 9, 10, 31, 63 and 65 securities licenses, as well as the life and health insurance licenses.

Brad and his wife, Alison, live in Avon Lake with their four children. Away from the office, he enjoys running, golfing and coaching basketball.

Brady Cotter is a registered Financial Advisor and Wealth Advisor who enjoys helping multigenerational families plan for their financial goals and achieve the quality of life they desire. Brady understands the complex needs of successful families and facilitates comprehensive financial planning conversations around spending goals, estate planning, retirement needs, quality of life interests, philanthropic desires and wealth transfer goals.

In order to bring even more understanding of the multifaceted issues surrounding wealth planning, Brady has earned the prestigious title of Certified Financial Planner^TM (CFP^®). He also completed the rigorous UBS Wealth Management Program to earn the designation of Wealth Advisor. He holds the Series 7, 31 and 66 securities licenses, as well as the life and health insurance licenses.

Growing up in Rocky River, OH as the son of a financial planner, he figured out at an early age that he wanted to have a career in financial services. After attending St. Ignatius High School, Brady graduated from Loyola College in Baltimore, MD with a degree in finance and joined the team in 2006. Brady and his wife, Kelci, have settled back in Rocky River to raise their three children. In addition to being a loyal Cleveland sports fan, Brady is an avid golfer and skier.

As a Wealth Advisor for UBS Financial Services, Damion Crannis, is committed to helping his clients achieve their financial goals. With his nearly twenty years of experience, his areas of expertise include retirement planning and investment management.

He currently serves as Vice President – Wealth Management in the Westlake, Ohio branch.  Prior to joining UBS in 2007, Damion worked with McDonald Investments. Throughout his career, Damion has helped individuals and families with their financial planning needs, providing the highest standard of care.

After receiving a B.S. in finance and marketing from Miami University of Ohio in Oxford, Damion went on to earn an impressive list of professional credentials, including the Series 7, 31, 63 and life and health insurance licenses, as well as the prestigious Certified Financial Planner™ (CFP®) designation.

Outside of the office, Damion is active in the Avon Lake Soccer Organization and also enjoys playing golf. He and his wife, Dawn, make their home in Avon Lake, Ohio where they raise their son and three daughters.

Brandon is a Financial Advisor whose main focus is building wealth management solutions for clients by providing advice, beyond investing, in order to simplify their financial lives. Brandon believes while putting together an effective plan for the future, it is imperative to first understand the unique goals and aspirations of each individual.

In 2014, Brandon joined the Westlake, Ohio office to partner with his father, Mark. While developing in his skills under Mark’s guidance, Brandon came to embrace his father’s core values of diligent care for every client, thoughtfulness to individual needs and integrity above all else. While we lost Mark unexpectedly in July 2020, his impact is always visible in the consideration Brandon provides to our clients. As a result of his own experience, Brandon is even more committed to working with families to address their multi-generational legacy planning needs to ensure that not just their wealth, but their values are transferred to the next generation in the most efficient way.

Brandon graduated from The Ohio State University with a degree in Finance - Investment Management, and hold FINRA Series 7 and 66 licenses, as well as insurance licenses. In order to effectively help clients with their wealth planning needs, Brandon earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). Prior to joining Mark in Westlake, Brandon worked with a team of advisors at UBS in Columbus, OH. Outside of work, Brandon enjoys playing basketball and golf and spending time with friends and family. He currently resides in downtown Cleveland.

Meghan Latham is a Financial Paraplanner Qualified Professional™ and a securities-licensed Planning Specialist. She enjoys working with families to find ways in which the team can utilize the vast resources of UBS to add value to our client’s quality of life.

Meghan is primarily responsible for overseeing the day-to-day operations of the team and the ways in which we can bring new solutions and services to enhance our clients’ experiences. She’s come to value financial planning as an essential tool for families to protect their loved ones’ financial interests, as well as a way to fund the experiences that enrich life. Meghan is particularly interested in the field of behavioral finance and enjoys applying this study in working closely with families to meet their most important goals. She joined the team in 2001 after graduating from Baldwin-Wallace University and holds the Series 7, 63 and 66 securities licenses.

Meghan lives in Olmsted Township with her husband, Dan, and their two sons, Aidan and DJ. Outside of the office, she enjoys volunteering with Golden Retrievers In Need, travel and outdoor activities with family and friends.

As a Senior Client Service Associate for UBS Financial Services, Anna works diligently to maintain and strengthen client relationships, fulfilling service requests and enhancing our firm's presence in the community through marketing efforts. She is passionate about earning clients' trust through teamwork and commitment.

With nearly ten years of experience in the industry, Anna guides clients through the onboarding process, initiates and monitors account transfers, processes disbursements and regulates account maintenance items and compliance.

Anna has a Bachelor of Arts in Political Science with a minor in Political Organization in the Digital Age from the University of Southern California and has since gone on to obtain her Series 7, 66 and Certified Divorce Financial Analyst designations (CDFA^®). Outside of the office, Anna enjoys spending quality time with her seven-year-old son.

Monica joined the team as a Registered Client Service Associate in December 2017 and has been working in the financial services industry for over 15 years. She began her career in November 2001 in retail banking and joined UBS in 2015 as a Branch Office Administrator in our Rocky River office.

Monica has advanced knowledge of the firm’s administrative procedures, Internet services and technology. She provides administrative and technical support in the opening, servicing and ongoing monitoring of client accounts. Monica has Series 7 and 66 securities licenses. Client service is of utmost importance to Monica, and building close relationships with clients is her ultimate goal.

Monica lives in Brunswick with her husband, Sean, and their son, Jaxon. In her free time, she enjoys cooking and spending time with family.