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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Vice President–Wealth Management
Financial Advisor
Donna has been in the financial services industry for nearly 40 years. In 1980, she began her career with UBS (formerly PaineWebber) in operations, and has been a Financial Advisor since 1993. Donna has been awarded Vice President-Wealth Management.
Donna is a native of Norton, Ohio and is very involved in the community. She is currently President of Wolf Creek Players, past Treasurer of the Norton Music Boosters and past Secretary of the Akron Area Soap Box Derby. Donna is also involved in V-Day, an international organization to stop violence against women and young girls.
Licenses
Series 6/Investment Company Products/Variable Life Contracts Representative Exam
Insurance licensed in OH, NC Health, Life, LongTerm Care, Variable Annuity and Variable Life
Series 7/General Securities
Securities licensed in AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WY
Series 63/Uniform State Exam
Personal & Community
President, Wolf Creek Players, community theater
Past Treasurer, Norton Music Boosters
Past Secretary, Akron Area Soap Box Derby
VDay, a global movement to end violence against women and girls
Reside in Norton, Ohio with musician husband, Tim, and daughter Gray attends Ohio University
Away from the office, Donna enjoys spending time with her musician husband Tim, daughter Gray, their dogs and cats, and her involvement in community theater.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Donna has been in the financial services industry for nearly 40 years. In 1980, she began her career with UBS (formerly PaineWebber) in operations, and has been a Financial Advisor since 1993. Donna has been awarded Vice President-Wealth Management.
Donna is a native of Norton, Ohio and is very involved in the community. She is currently President of Wolf Creek Players, past Treasurer of the Norton Music Boosters and past Secretary of the Akron Area Soap Box Derby. Donna is also involved in V-Day, an international organization to stop violence against women and young girls.
Licenses
Series 6/Investment Company Products/Variable Life Contracts Representative Exam
Insurance licensed in OH, NC Health, Life, LongTerm Care, Variable Annuity and Variable Life
Series 7/General Securities
Securities licensed in AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WY
Series 63/Uniform State Exam
Personal & Community
President, Wolf Creek Players, community theater
Past Treasurer, Norton Music Boosters
Past Secretary, Akron Area Soap Box Derby
VDay, a global movement to end violence against women and girls
Reside in Norton, Ohio with musician husband, Tim, and daughter Gray attends Ohio University
Away from the office, Donna enjoys spending time with her musician husband Tim, daughter Gray, their dogs and cats, and her involvement in community theater.
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
