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$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
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$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
