Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Start the conversation

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.

Donald Nickerson

Executive Director

Market Director
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Utilizing the philosophy that investing is an on-going, long term process Don offers a unique perspective to the financial planning services gained from his successful career as a financial advisor, regional sales manager, business development coach and Branch Manager. He partners with his clients to help control emotions as they deal with unpredictable market cycles, planning for risk control, tax efficiency and generational transfer of appreciated assets.

Don graduated with a B.S. from Wesley College in Dover, Delaware. He is FINRA-registered and holds the Series 3, 6, 7, 9, 10, 63 and 66 securities licenses, as well as life, health and long-term care insurance licenses.

He and his wife Lisa make their home in Anderson Township, OH with their two children, Ava and Brody.
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Wesley College, B.S.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

donald.nickerson@ubs.com

Donald Nickerson

312 Walnut Street,Cincinnati,OH,45202
Christopher Pennington

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
Chris joined UBS in 2013 to pursue his interest in finance. His focus is developing wealth planning strategies to assist his clients to retain and build wealth for themselves and their family. Planning for education expenses, long-term care, financial support to children and parents and preserving their lifestyle throughout retirement are of paramount importance.

Chris graduated with a 4.0 GPA from the University of Kentucky with degrees in economics, political science and Japanese studies. He earned the Martin Award for Outstanding Senior in Economics in 2005. His previous work experience was in television/media and international exports. He is FINRA-registered and holds his Series 7 and 66 securities licenses, as well as life, health and long-term care insurance licenses and has earned his CERTIFIED FINANCIAL PLANNER™ certification .

A Northern Kentucky native, Chris and his wife Kelly were married in 2008. They reside in Taylor Mill, Kentucky with their two daughters. In his free time, Chris enjoys reading, writing, tennis, NFL football and running.
- University of Kentucky, Economics, Political science and Japanese studies
- CERTIFIED FINANCIAL PLANNER®
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

christopher.pennington@ubs.com

Christopher Pennington

312 Walnut Street,Cincinnati,OH,45202
Julie Brooks

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- KY
- LA
- MI
- NC
- OH
- PA
- SC
- VA
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.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

julie.brooks@ubs.com

Julie Brooks

312 Walnut Street,Cincinnati,OH,45202
Mary Werdmann

Associate Director

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
Mary Ann began her career with PaineWebber in 1980 working in the Operations Department. During the ensuing years she held positions with Kidder Peabody Operations and USF&G Marketing Services in the product development and marketing area before returning to PaineWebber 1991 as Operations Manager. In 2004, she moved into the Administrative Manager role overseeing compliance within the branch and in May, 2011, joined the Bitsoff Mohn Wealth Management team.

Mary Ann is FINRA-registered and holds the Series 7, 9, 10 and 66 securities licenses, as well as life, health and long-term care insurance licenses.

A lifelong resident of Cincinnati, she and her husband Michael were married in 2005.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

maryann.werdmann@ubs.com

Mary Werdmann

312 Walnut Street,Cincinnati,OH,45202

Donald Nickerson

Executive Director

Market Director
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Utilizing the philosophy that investing is an on-going, long term process Don offers a unique perspective to the financial planning services gained from his successful career as a financial advisor, regional sales manager, business development coach and Branch Manager. He partners with his clients to help control emotions as they deal with unpredictable market cycles, planning for risk control, tax efficiency and generational transfer of appreciated assets.

Don graduated with a B.S. from Wesley College in Dover, Delaware. He is FINRA-registered and holds the Series 3, 6, 7, 9, 10, 63 and 66 securities licenses, as well as life, health and long-term care insurance licenses.

He and his wife Lisa make their home in Anderson Township, OH with their two children, Ava and Brody.
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Wesley College, B.S.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

donald.nickerson@ubs.com

Donald Nickerson

312 Walnut Street,Cincinnati,OH,45202
Christopher Pennington

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
Chris joined UBS in 2013 to pursue his interest in finance. His focus is developing wealth planning strategies to assist his clients to retain and build wealth for themselves and their family. Planning for education expenses, long-term care, financial support to children and parents and preserving their lifestyle throughout retirement are of paramount importance.

Chris graduated with a 4.0 GPA from the University of Kentucky with degrees in economics, political science and Japanese studies. He earned the Martin Award for Outstanding Senior in Economics in 2005. His previous work experience was in television/media and international exports. He is FINRA-registered and holds his Series 7 and 66 securities licenses, as well as life, health and long-term care insurance licenses and has earned his CERTIFIED FINANCIAL PLANNER™ certification .

A Northern Kentucky native, Chris and his wife Kelly were married in 2008. They reside in Taylor Mill, Kentucky with their two daughters. In his free time, Chris enjoys reading, writing, tennis, NFL football and running.
- University of Kentucky, Economics, Political science and Japanese studies
- CERTIFIED FINANCIAL PLANNER®
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

christopher.pennington@ubs.com

Christopher Pennington

312 Walnut Street,Cincinnati,OH,45202
Julie Brooks

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- KY
- LA
- MI
- NC
- OH
- PA
- SC
- VA
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.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

julie.brooks@ubs.com

Julie Brooks

312 Walnut Street,Cincinnati,OH,45202
Mary Werdmann

Associate Director

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
Mary Ann began her career with PaineWebber in 1980 working in the Operations Department. During the ensuing years she held positions with Kidder Peabody Operations and USF&G Marketing Services in the product development and marketing area before returning to PaineWebber 1991 as Operations Manager. In 2004, she moved into the Administrative Manager role overseeing compliance within the branch and in May, 2011, joined the Bitsoff Mohn Wealth Management team.

Mary Ann is FINRA-registered and holds the Series 7, 9, 10 and 66 securities licenses, as well as life, health and long-term care insurance licenses.

A lifelong resident of Cincinnati, she and her husband Michael were married in 2005.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

maryann.werdmann@ubs.com

Mary Werdmann

312 Walnut Street,Cincinnati,OH,45202

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

Get involved

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insight-based advice

Pursuing your goals together

Donald Nickerson

Christopher Pennington

Julie Brooks

Mary Werdmann