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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Senior Vice President–Wealth Management
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
Senior Vice President–Wealth Management
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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
