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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • john gillman

    John Gillman

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    John began his career as a Financial Consultant in 1986 at Gradison and Company Investments and through mergers with Mcdonald Investments and Key Bank, before joining UBS in 2007. Providing a personized style of portfolio management that involves quantitative and technical analysis blended with modern portfolio theory has been the cornerstone of his practice for 32 years. John works closely with his clients to create a customized financial plan to pursue each client's financial goals and implement a comprehensive investment strategy. Integrity and the relationships John has with his clients are paramount.

        • Senior Portfolio Manager
        312 Walnut Street
        Suite 3300
        Cincinnati, OH 45202
      • zachary

        Zachary Sech

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • FL
        • GA
        • IN
        • KY
        • MA
        • MI
        • NC
        • NJ
        • OH
        • SC
        • TN
        • VA
        • WY

        Zachary began his career as a Financial Advisor in 1996 and has worked for most of the major investment firms before joining UBS Financial Services in 2008. His focus is to provide an institutional style of portfolio management that involves strategic and tactical asset allocation and utilizing professional money management. Zach works closely with his clients to create a customized financial plan to pursue each client's financial goals and implement a comprehensive investment strategy. Zach develops strong personal relationships with his clients and he feels it is his most valuable asset.

         

            • Senior Portfolio Manager
            312 Walnut Street
            Suite 3300
            Cincinnati, OH 45202
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            Julie Brooks

            Senior Client Associate

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            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • KY
            • LA
            • MI
            • NC
            • OH
            • PA
            • SC
            • VA

            Joining PaineWebber in 1975, Julie has continuously partnered with her advisors building strong relationships and working to retain our most valued asset, our clientele.  Becoming familiar with each individual and building a personal, holistic relationship to ensure our clients' needs are met is the foundation of our service model and of paramount importance to our practice.

            Julie is FINRA-registered and holds her Series 7 and 63 securities licenses.

            A Cincinnati native, she and her husband Jim were married in 1983 and have one daughter and a son.

                  312 Walnut Street
                  Suite 3300
                  Cincinnati, OH 45202
                • lorelei

                  Lorelei Elisabeth Tumino

                  Authorized Officer

                  Client Associate

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                  • CA
                  • FL
                  • GA
                  • IN
                  • KY
                  • LA
                  • MA
                  • MD
                  • MI
                  • NC
                  • NY
                  • OH
                  • PA
                  • SC
                  • TN
                  • TX

                  Lorelei joined UBS in 2016. She has 6 years of experience in the financial services industry. Lorelei holds Series 7 and Series 66 securities licenses and insurance licensed in Life, Health, Accident & Variable Annuities. She has also earned her AAMS (Accredited Asset Management Specialist) designation through the College for Financial Planning.

                      • Accredited Asset Management Specialist
                      312 Walnut Street
                      Suite 3300
                      Cincinnati, OH 45202

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                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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