Let's move forward. Together.

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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.

  • 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
        zachary.sech@ubs.com
        Zachary Sech
        312 Walnut Street,Cincinnati,OH,45202
      • lorelei

        Lorelei Elisabeth Tumino

        Authorized Officer

        Client Associate

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        • CA
        • CO
        • CT
        • 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
            lorelei.tumino@ubs.com
            Lorelei Elisabeth Tumino
            312 Walnut Street,Cincinnati,OH,45202
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          A leading global wealth manager

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          Clarity in a rapidly changing world

          We’re here to help guide you through uncertain times

          Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

          Let’s create a path together so you can move forward with confidence, no matter what comes next.

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          As of 12/31/2025

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          UBS is a leading and truly global wealth manager

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