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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Associate Director
Senior Wealth Strategy Associate
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
Associate Director
Senior Wealth Strategy Associate
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
