Managing Director–Wealth Management
Financial Advisor
As a founding partner of The Cleveland Wealth Management Team, Bill has unparalleled experience delivering investment guidance and financial education to exceptional multigenerational families, successful entrepreneurs, C-suite executives and select organizations.
Bill offers a specific focus on the complex wealth management needs of families and business owners. Building close relationships, he and his team offer comprehensive solutions to offer holistic strategies on cash flow, tax mitigation, asset preservation, liability management, estate planning, philanthropy. Specific to business owners, Bill and his team offer ownership transition counsel and pre-liquidity planning to minimize taxes and optimize valuations.
“I am filled with a tremendous amount of pride when a client reaches out for my perspective. Clients reach out for help with all variety of issues that are important to them. I deliver advice that is always in the client’s best interest.”
Experience
Education and Certifications
Life
Recognized as an industry leader:
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
Credentials
Managing Director–Wealth Management
Financial Advisor
As a founding partner of The Cleveland Wealth Management Team, Bill has unparalleled experience delivering investment guidance and financial education to exceptional multigenerational families, successful entrepreneurs, C-suite executives and select organizations.
Bill offers a specific focus on the complex wealth management needs of families and business owners. Building close relationships, he and his team offer comprehensive solutions to offer holistic strategies on cash flow, tax mitigation, asset preservation, liability management, estate planning, philanthropy. Specific to business owners, Bill and his team offer ownership transition counsel and pre-liquidity planning to minimize taxes and optimize valuations.
“I am filled with a tremendous amount of pride when a client reaches out for my perspective. Clients reach out for help with all variety of issues that are important to them. I deliver advice that is always in the client’s best interest.”
Experience
Education and Certifications
Life
Recognized as an industry leader:
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
Credentials
Managing Director–Wealth Management
Financial Advisor
As a founding member of the Cleveland Wealth Management Team, Owen has spent his entire career helping affluent clients solve complex financial challenges by anticipating their needs and always putting their best interests first. Owen’s reliability, knowledge and effective attention to detail has resulted in a highly personalized client experience and long-lasting relationships.
Owen’s guidance helps his clients confidently face their decision-making process. He focuses on financial and retirement planning, integrating investment and liquidity management with cash flow, estate planning, multigenerational wealth transfer, employee benefits, tax mitigation, and estate, philanthropy and other special considerations to deliver a complete solution.
“My goal is always to be my clients trusted advisor and provide thoughtful advice regarding any financial issue that may arise.”
Experience
Education and Certifications
Life
Recognized as an industry leader:
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
Credentials
Managing Director–Wealth Management
Financial Advisor
As a founding member of the Cleveland Wealth Management Team, Owen has spent his entire career helping affluent clients solve complex financial challenges by anticipating their needs and always putting their best interests first. Owen’s reliability, knowledge and effective attention to detail has resulted in a highly personalized client experience and long-lasting relationships.
Owen’s guidance helps his clients confidently face their decision-making process. He focuses on financial and retirement planning, integrating investment and liquidity management with cash flow, estate planning, multigenerational wealth transfer, employee benefits, tax mitigation, and estate, philanthropy and other special considerations to deliver a complete solution.
“My goal is always to be my clients trusted advisor and provide thoughtful advice regarding any financial issue that may arise.”
Experience
Education and Certifications
Life
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
For more than three decades Dan has been a Financial Advisor to families at each stage of life, from watching children grow, to college planning, to pursuing the interest for retirement and beyond. Dan handles all aspects of financial planning, investment strategy and implementation, portfolio reviews, business planning and proactive outreach. As clients move from the wealth accumulation phase to wealth distribution, Dan focuses on asset location and income planning strategies.
From an early age, growing up in New Jersey, Dan was exposed to the financial services industry. He recognizes the importance of hard work, especially when it comes to helping provide a secure future for one’s family. The result of this dedication is a long history with a close group of clients, many of whom now call Dan a friend.
“I have had the honor of watching clients raise their families, living their lives to the fullest and helping them plan for the future.”
Experience
Education and Certifications
Life
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
For more than three decades Dan has been a Financial Advisor to families at each stage of life, from watching children grow, to college planning, to pursuing the interest for retirement and beyond. Dan handles all aspects of financial planning, investment strategy and implementation, portfolio reviews, business planning and proactive outreach. As clients move from the wealth accumulation phase to wealth distribution, Dan focuses on asset location and income planning strategies.
From an early age, growing up in New Jersey, Dan was exposed to the financial services industry. He recognizes the importance of hard work, especially when it comes to helping provide a secure future for one’s family. The result of this dedication is a long history with a close group of clients, many of whom now call Dan a friend.
“I have had the honor of watching clients raise their families, living their lives to the fullest and helping them plan for the future.”
Experience
Education and Certifications
Life
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
For nearly thirty years, Dan has been bridging the gap between plan sponsors and the ever-changing compliance and fiduciary obligations that govern them, while also assisting with Plan design and structuring participant education programs.
He has spent his career not only building an expansive knowledge base on all things in the retirement plan orbit – evident through his lengthy list of certifications and recognitions – but also building a collaborative team of specialists in the areas of fiduciary compliance, manager/vendor searches and fund selection.
Dan was a selected speaker at the 2016 National Association of Plan Advisors Summit in Nashville, TN. He has been appointed to the Retirement Advisor Council® (2019 – Present).
Experience
Education and Certifications
Life
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
For nearly thirty years, Dan has been bridging the gap between plan sponsors and the ever-changing compliance and fiduciary obligations that govern them, while also assisting with Plan design and structuring participant education programs.
He has spent his career not only building an expansive knowledge base on all things in the retirement plan orbit – evident through his lengthy list of certifications and recognitions – but also building a collaborative team of specialists in the areas of fiduciary compliance, manager/vendor searches and fund selection.
Dan was a selected speaker at the 2016 National Association of Plan Advisors Summit in Nashville, TN. He has been appointed to the Retirement Advisor Council® (2019 – Present).
Experience
Education and Certifications
Life
Recognized as an industry leader:
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
Credentials
Senior Wealth Strategy Associate
Chad’s personalized approach to financial planning, developed over 20 years of experience and through extensive training, empowers him to leads team’s planning practice. Chad works closely with clients to help meet their complex wealth management needs through comprehensive risk assessment and by modelling scenarios that address their most important opportunities and challenges. Chad also helps clients and their trusted advisors understand the immediate and long-term financial impact of divorce. In addition, he works with families with exceptional children navigate the issues of a child with special needs.
Handling the day-to-day operations for the team, Chad is focused on a range of crucial client-facing responsibilities. He works closely with each member of the team to develop and implement financial plans, coordinate investment strategies and monitor client portfolios.
“I believe that wealth management advice can only be delivered with a comprehensive understanding of the clients’ needs, wants and wishes. It is from here that you can begin to understand the clients’ motivations and personal feelings about their finances and in turn develop mutual trust.”
Experience
Education and Certifications
Life
Credentials
Senior Wealth Strategy Associate
Chad’s personalized approach to financial planning, developed over 20 years of experience and through extensive training, empowers him to leads team’s planning practice. Chad works closely with clients to help meet their complex wealth management needs through comprehensive risk assessment and by modelling scenarios that address their most important opportunities and challenges. Chad also helps clients and their trusted advisors understand the immediate and long-term financial impact of divorce. In addition, he works with families with exceptional children navigate the issues of a child with special needs.
Handling the day-to-day operations for the team, Chad is focused on a range of crucial client-facing responsibilities. He works closely with each member of the team to develop and implement financial plans, coordinate investment strategies and monitor client portfolios.
“I believe that wealth management advice can only be delivered with a comprehensive understanding of the clients’ needs, wants and wishes. It is from here that you can begin to understand the clients’ motivations and personal feelings about their finances and in turn develop mutual trust.”
Experience
Education and Certifications
Life
Credentials
Senior Wealth Strategy Associate
With twenty years of industry experience, Emily has finetuned her emphasis on total Retirement Plan portfolio management. She assists clients with fee analysis, benchmarking and drafting plan participant education models.
Emily has vast experience in plan drafting and the intricacies that employers have available to them while also providing plan participants with a unique attention to detail in customer service.
Experience
Recognition
Education and Certifications
Life
Recognized as an industry leader:
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
Credentials
Senior Wealth Strategy Associate
With twenty years of industry experience, Emily has finetuned her emphasis on total Retirement Plan portfolio management. She assists clients with fee analysis, benchmarking and drafting plan participant education models.
Emily has vast experience in plan drafting and the intricacies that employers have available to them while also providing plan participants with a unique attention to detail in customer service.
Experience
Recognition
Education and Certifications
Life
Recognized as an industry leader:
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
Credentials
Senior Wealth Strategy Associate
Dan partners with a comprehensive team of Senior Retirement Plan Consultants to assist clients and plan participants with management recommendations and tools for plan participant education. In utilizing team and firm resources, he is able to best focus on fundamental, analytical reporting and client servicing.
He couples his knowledge of financial planning with his passion for helping clients meet their financial goals by drafting and presenting comprehensive planning reviews. A planning approach allows Dan to craft liquidity strategies and portfolio allocations that can withstand potential market volatility.
Experience
Education and Certifications
Life
Credentials
Senior Wealth Strategy Associate
Dan partners with a comprehensive team of Senior Retirement Plan Consultants to assist clients and plan participants with management recommendations and tools for plan participant education. In utilizing team and firm resources, he is able to best focus on fundamental, analytical reporting and client servicing.
He couples his knowledge of financial planning with his passion for helping clients meet their financial goals by drafting and presenting comprehensive planning reviews. A planning approach allows Dan to craft liquidity strategies and portfolio allocations that can withstand potential market volatility.
Experience
Education and Certifications
Life
Credentials
Senior Wealth Strategy Associate
As one of The Cleveland Wealth Management Team’s financial planners, Kevin is dedicated to developing the kind of trust that leads to building comprehensive plans for the team’s clients and their families. Specifically, he helps set strategies that can control expenditures, establishes retirement goals, targets educational savings, plans for wealth accumulation and determines clients estate planning objectives. As part of the comprehensive planning process, Kevin focuses on asset location and income planning strategies.
Kevin serves as the team’s banking specialist. In this capacity, he helps clients fully access the benefits of the firm’s banking resources. He also helps clients with their day-to-day banking activities and needs. Kevin also works with not-for-profit entities in helping to identify and implement the appropriate savings plans.
“I am passionate about growing and maintaining solid relationships with our clients. I truly care about the well-being of our clients and I help set the steps that they can take to make sure they accomplish their goals.”
Experience
Education and Certifications
Life
Credentials
Senior Wealth Strategy Associate
As one of The Cleveland Wealth Management Team’s financial planners, Kevin is dedicated to developing the kind of trust that leads to building comprehensive plans for the team’s clients and their families. Specifically, he helps set strategies that can control expenditures, establishes retirement goals, targets educational savings, plans for wealth accumulation and determines clients estate planning objectives. As part of the comprehensive planning process, Kevin focuses on asset location and income planning strategies.
Kevin serves as the team’s banking specialist. In this capacity, he helps clients fully access the benefits of the firm’s banking resources. He also helps clients with their day-to-day banking activities and needs. Kevin also works with not-for-profit entities in helping to identify and implement the appropriate savings plans.
“I am passionate about growing and maintaining solid relationships with our clients. I truly care about the well-being of our clients and I help set the steps that they can take to make sure they accomplish their goals.”
Experience
Education and Certifications
Life
Credentials
Senior Wealth Strategy Associate
Erin is responsible for working directly with the team's high net worth clients, while engaging both the investment and financial planning aspects of our practice to successfully construct, implement and monitor client strategies. Erin works with clients to develop income strategies using a variety of solutions including variable and fixed annuities.
Erin also assists in the marketing and execution of client events and forums, as well as non-investment client requests. Erin also works with not-for-profit entities in helping to identify and implement the appropriate savings plans. In addition, Erin spearheads the team's women in investing initiative, teaming with attorneys and CPA's in an effort to meet the unique needs of women.
“Empowerment is a crucial component of success in all things. I am committed to helping women of all ages better understand the keys to help unlock a successful financial future.”
Experience
Education and Certifications
Life
Credentials
Senior Wealth Strategy Associate
Erin is responsible for working directly with the team's high net worth clients, while engaging both the investment and financial planning aspects of our practice to successfully construct, implement and monitor client strategies. Erin works with clients to develop income strategies using a variety of solutions including variable and fixed annuities.
Erin also assists in the marketing and execution of client events and forums, as well as non-investment client requests. Erin also works with not-for-profit entities in helping to identify and implement the appropriate savings plans. In addition, Erin spearheads the team's women in investing initiative, teaming with attorneys and CPA's in an effort to meet the unique needs of women.
“Empowerment is a crucial component of success in all things. I am committed to helping women of all ages better understand the keys to help unlock a successful financial future.”
Experience
Education and Certifications
Life
Credentials
Senior Client Associate
As a Senior Client Service Associate, Dot is responsible for working directly with the team’s ultra-high net worth clients by providing excellent client service, being proactive with clients’ needs and earning the trust of clients through a lifetime of integrity and excellence.
Dot helps to oversee the day to day operations of the team and is responsible for incoming and outgoing cash transactions including Required Minimum Distributions. Dot works primarily out of the downtown Cleveland team office.
Experience
Licensure
Life
Senior Client Associate
As a Senior Client Service Associate, Dot is responsible for working directly with the team’s ultra-high net worth clients by providing excellent client service, being proactive with clients’ needs and earning the trust of clients through a lifetime of integrity and excellence.
Dot helps to oversee the day to day operations of the team and is responsible for incoming and outgoing cash transactions including Required Minimum Distributions. Dot works primarily out of the downtown Cleveland team office.
Experience
Licensure
Life
Senior Client Associate
As a Client Service Associate, Debbie is one of our account onboarding specialists responsible for working directly with the team’s clients in establishing and maintaining relationships with the team. Debbie enjoys her day to day interactions with clients to help them meet their various needs. Debbie also assists clients and their families with the estate settlement process.
In addition to her client facing role, Debbie works with team leadership to develop and refine practices for a seamless client experience. Debbie splits her time between the Cleveland and Rocky River offices.
Experience
Licensure
Life
Credentials
Senior Client Associate
As a Client Service Associate, Debbie is one of our account onboarding specialists responsible for working directly with the team’s clients in establishing and maintaining relationships with the team. Debbie enjoys her day to day interactions with clients to help them meet their various needs. Debbie also assists clients and their families with the estate settlement process.
In addition to her client facing role, Debbie works with team leadership to develop and refine practices for a seamless client experience. Debbie splits her time between the Cleveland and Rocky River offices.
Experience
Licensure
Life
Credentials
Client Associate
Angela assists in the team’s marketing strategy. In this role Angela shares responsibility for overseeing the planning, development and execution of the team’s marketing and advertising initiatives. Angela also manages the team’s event calendar. In this role Angela delivers a variety of in person and remote event over the course of the year.
Angela also assists in the incoming and outgoing cash transactions including Required Minimum Distributions. Angela works primarily out of the downtown Cleveland team office.
Experience
Education
B.F.A Graphic Design, Marietta
Life
Client Associate
Angela assists in the team’s marketing strategy. In this role Angela shares responsibility for overseeing the planning, development and execution of the team’s marketing and advertising initiatives. Angela also manages the team’s event calendar. In this role Angela delivers a variety of in person and remote event over the course of the year.
Angela also assists in the incoming and outgoing cash transactions including Required Minimum Distributions. Angela works primarily out of the downtown Cleveland team office.
Experience
Education
B.F.A Graphic Design, Marietta
Life
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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