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.
Credentials
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.
Credentials
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.
Credentials
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.
Credentials
Senior Client 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.
Senior Client 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.
Authorized Officer
Client 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.
Credentials
Authorized Officer
Client 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.
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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