Let's move forward. Together.

John Gillman

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • NC
  • NJ
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA

Credentials

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

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Zachary Sech

Senior Vice President–Wealth Management

Financial Advisor

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.

 

Registered States:
  • AZ
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • MN
  • NC
  • NJ
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WY

Credentials

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

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Julie Brooks

Senior Client Service Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • KY
  • LA
  • MI
  • NC
  • OH
  • PA
  • SC
  • VA
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

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Lorelei Elisabeth Tumino

Client Service Associate

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.

Registered States:
  • CA
  • FL
  • IN
  • KY
  • LA
  • MA
  • MI
  • NY
  • OH
  • TN
  • TX

Credentials

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

Email Me