Senior Vice President–Wealth Management
Financial Advisor
Brent is a Senior Vice President - Wealth Management for UBS Financial Services Inc., a Senior Portfolio Manager within the UBS Portfolio Management Program and is a CERTIFIED FINANCIAL PLANNER™. He began his career in the Merrill Lynch Private Client Group before subsequently joining UBS Financial Services Inc. in 2003. A graduate of Franklin University, Brent is currently serving on the Professional Advisory Committee at Nationwide Children's Hospital and has been a mentor with the Big Brothers Big Sisters Foundation. Brent and his family reside in Dublin, Ohio.
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
Tom is a Senior Vice President - Wealth Management for UBS Financial Services Inc., a Senior Portfolio Manager within the UBS Portfolio Management Program and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is from Orrville, Ohio and a graduate of Dartmouth College, where he captained the Dartmouth football team. Tom started his career in 2000 as an investment banking analyst at UBS Warburg in New York. Tom and his wife, Tiffany, have one son, Jude, and two daughters, Ruby and Lila. The Reusser family resides in Dublin, Ohio.
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
Life changes, as do markets. Jason Hull of The CORE Investment Group plays a key role in helping clients navigate those changes with nearly 30 years of financial advising experience. In 1995, Jason began his career with A.G. Edwards & Sons, opening their Dublin location in 2002. He managed their Cincinnati Regional office in 2004. The firm transitioned to Wells Fargo Advisors in 2008 and, in 2009, he returned to Columbus to focus exclusively on client relationships. Jason joined UBS Financial Services Inc. in 2014.
Advice. Beyond investing is the core UBS principle that focuses on clients by providing advice for all of life’s changes – from birth to college and marriage to business planning. This approach ensures his clients’ changing needs are addressed throughout the seasons of life. Jason believes that clear goals are essential to good relationships. The resources offered by UBS, along with the knowledge of a Certified Financial Planner™, provide the foundation for long-term relationships. Jason collaborates with you to focus on your unique financial objectives. With your goals in mind, Jason will develop a tailored financial plan, regularly monitor outcomes, and keep you apprised every step of the way. Jason understands that life will change but working together closely to achieve goals creates the best chance for success.
Jason earned a Bachelor of Arts degree in Business Administration with an emphasis in Finance and a minor in Economics from Baldwin-Wallace University. He completed the ACFP® education program at The Ohio State University and obtained the Certified Financial Planner™ designation as well as the Chartered Financial Consultant® certification from the American College. Jason earned the Wealth Advisor designation at UBS and has been recognized by the UBS Council program. Jason also advocates on behalf of clients and the financial services industry as a member of the Executive Board of the UBS Political Action Committee (PAC).
CA Ins#0I93664
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.
Education
Senior Client Associate
Linda started in the investment industry with PaineWebber, our predecessor firm, in 1974. In addition to her NYSE and NASD registrations, she is a Financial Paraplanner Qualified Professional™ (FPQP®) and an Investment Advisor with the SEC. Linda provides oversight of all operations, administration, communications, compliance and regulatory work streams. Linda is a graduate of Bliss College. A Central Ohio resident the majority of her life, Linda and her husband, Mark, have four children and four grandchildren.
Credentials
Client Associate
Michelle joined UBS Financial Services, Inc. in 2013 as a Client Service Associate. She is a graduate of The Ohio State University with a degree in Fashion Design. A native Ohioan, Michelle is licensed with the New York Stock Exchange, the NASD, and the Ohio Insurance Department. As co-owner of a Central Ohio business, Michelle understands the issues surrounding small businesses. Michelle enjoys spending time with her family and giving back to her community.
Financial Advisor