$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager