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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Director
Financial Advisor
Over the past 29 years, Eileen has successfully helped clients manage their wealth throughout good times and bad. She provides investors with sound investment strategies that address their unique needs. Eileen begins the process by understanding her client's needs and risk tolerance, then develops the appropriate plan and executes strategies to build and protect your financial securities. She focuses on wealth accumulation strategies, retirement cash flow planning and wealth preservation strategies. She also serves as the Branch Manager of the Canton, Ohio office.
Personal & Community
Education
Director
Financial Advisor
Over the past 29 years, Eileen has successfully helped clients manage their wealth throughout good times and bad. She provides investors with sound investment strategies that address their unique needs. Eileen begins the process by understanding her client's needs and risk tolerance, then develops the appropriate plan and executes strategies to build and protect your financial securities. She focuses on wealth accumulation strategies, retirement cash flow planning and wealth preservation strategies. She also serves as the Branch Manager of the Canton, Ohio office.
Personal & Community
Education
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
