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 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
Jon joined The COR Investment Group as a Client Service Associate in September of 2018. A native of Upper Arlington, Ohio, Jon earned both his Master's and Bachelor's degree from Keuka College, where he was a two-time captain of the Keuka College baseball team. Prior to joining UBS, Jon served as a Management Analyst for the Ohio Industrial Commission. He has also remained active in the local baseball community having previously served as an assistant varsity baseball coach for The Wellington School in Upper Arlington and as the head coach for the U13 Upper Arlington Junior Baseball Association team. Jon and his wife, Emily, reside in Upper Arlington, Ohio.