Let's move forward. Together.

Generational Family on Beach

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

  • Warren Cox - Profile Photo

    Warren Cox

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • NC
    • NE
    • NH
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI

    Industry Experience:

    • 38 Years

    Prior Employment:

    • McDonald Investments
    • Prescott Ball & Turben
    • PricewaterhouseCoopers

    Focus:

    • Wealth Management
    • Investment Planning
    • Corporate Retirement Plans
    • Taxable Fixed Income

    Personal:

    Past Board Member:

    • St. Mary's Seminary Cleveland
    • Jennings Center for Older Adults
    • St. Malachi Center
    • Rocky River Chamber of Commerce
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Georgetown University, B.S.B.A.
    • Case Western Reserv, M.B.A.
      18500 Lake Road
      Suite 400
      Rocky River, OH 44116
    • William Murman - Profile Photo

      William Murman

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • DC
      • FL
      • GA
      • ID
      • IL
      • IN
      • LA
      • MA
      • MD
      • MI
      • NC
      • NH
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TX
      • VA
      • VT
      • WA
      • WI

      Industry Experience:

      • 33 Years

      Prior Employment:

      • RBC Wealth Management
      • McDonald Investments
      • PricewaterhouseCoopers

      Focus:

      • Wealth Management
      • Asset Allocation
      • Insurance, Annuities
      • Tax-free Fixed Income

      Personal:

      • Board Member, Collaborative to End Human Trafficking
      • Board Member, Magnificat High School
      • Former Chair, Diabetes Partnership
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Miami University, B.S. Finance
        18500 Lake Road
        Suite 400
        Rocky River, OH 44116
      • Jonathan Kesselman - Profile Photo

        Jonathan Kesselman

        Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER™

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        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • ID
        • IL
        • IN
        • MA
        • MD
        • MI
        • NC
        • NH
        • NV
        • NY
        • OH
        • OR
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI

        Industry Experience

        • 9 Years

        Prior Employment

        • UBS Financial Services, Inc. (Wealth Planning Analyst, Northeast Ohio Region)
        • Fowler Ditsch Law Firm (Attorney)

        Focus

        • Financial Planning
        • Investment Research
        • Liability Management
        • Estate Planning Considerations

        Personal

        • Cleveland Zoological Society, Board Member (Cleveland Metroparks Zoo)
        • Estate Planning Council of Cleveland
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Boston University, B.S.B.A.
        • William Mitchell College of Law, J.D.
        • CERTIFIED FINANCIAL PLANNER™
        18500 Lake Road
        Suite 400
        Rocky River, OH 44116
      • Brandi Lynn Littlefield - Profile Photo

        Brandi Littlefield

        Client Associate

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        • OH

        Industry Experience:

        • 7 Years

        Prior Employment:

        • Talmer Bank & Trust (Private Client Services)

        Focus:

        • Banking and Lending Services
        • Money Transfers
        • Admin Services

          • Kent State University, B.S.B.A
            18500 Lake Road
            Suite 400
            Rocky River, OH 44116

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          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

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