Senior Vice President–Wealth Management
Private Wealth Advisor
Focused on your success
Today, Ethan works with successful entrepreneurs and business owners, bringing extensive experience and skills to help maximize the value of their businesses at all stages of growth. He understands that each decision can have far-reaching implications for your future and takes a truly holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a business succession plan, he has the experience and knowledge to bring you important insights and tailored solutions—so that you can move forward with confidence.
Past experience
– Senior Vice President - Wealth Management, Smith Barney
– Financial Advisor, Merrill Lynch
Education and credentials
– B.A., University of Illinois Urbana-Champaign
– Series 7, 63 and, 65 securities licenses
– Certified Exit Planning Advisor®
– Forbes Best-in-State Wealth Advisors, 2024
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Private Wealth Advisor
Focused on your success
Today, Ethan works with successful entrepreneurs and business owners, bringing extensive experience and skills to help maximize the value of their businesses at all stages of growth. He understands that each decision can have far-reaching implications for your future and takes a truly holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a business succession plan, he has the experience and knowledge to bring you important insights and tailored solutions—so that you can move forward with confidence.
Past experience
– Senior Vice President - Wealth Management, Smith Barney
– Financial Advisor, Merrill Lynch
Education and credentials
– B.A., University of Illinois Urbana-Champaign
– Series 7, 63 and, 65 securities licenses
– Certified Exit Planning Advisor®
– Forbes Best-in-State Wealth Advisors, 2024
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
Drew plays a key role with The Hafner Group, working with clients and senior partners on investment analysis and portfolio construction. He also manages the team investment operations. Supporting clients in pursuing their investment objectives motivates Drew every day,
and he takes pride in putting clients’ needs first, always striving to achieve the best possible outcomes.
Past experience
– Associate, Merrill Lynch
Education and credentials
– B.A., University of Illinois Urbana-Champaign
– Series 7, 63 and, 65 securities licenses
– CERTIFIED FINANCIAL PLANNER®
Senior Wealth Strategy Associate
Drew plays a key role with The Hafner Group, working with clients and senior partners on investment analysis and portfolio construction. He also manages the team investment operations. Supporting clients in pursuing their investment objectives motivates Drew every day,
and he takes pride in putting clients’ needs first, always striving to achieve the best possible outcomes.
Past experience
– Associate, Merrill Lynch
Education and credentials
– B.A., University of Illinois Urbana-Champaign
– Series 7, 63 and, 65 securities licenses
– CERTIFIED FINANCIAL PLANNER®
Associate Director
Investment Associate
A commitment to excellent client service
Anna is an integral part of The Hafner Group, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team
to address their needs, no matter how complex or small. Anna also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.
Past experience
– Registered Associate, Smith Barney
Education and credentials
– M.A., DePaul University
– B.A., Binghamton University - State University of New York
– Series 7, 9, 10, 63 and, 65 securities licenses
Associate Director
Investment Associate
A commitment to excellent client service
Anna is an integral part of The Hafner Group, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team
to address their needs, no matter how complex or small. Anna also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.
Past experience
– Registered Associate, Smith Barney
Education and credentials
– M.A., DePaul University
– B.A., Binghamton University - State University of New York
– Series 7, 9, 10, 63 and, 65 securities licenses
Executive Director
Head of Advanced Planning
Executive Director
Alternative Investments Consultant
Executive Director
Head – Family Advisory and Philanthropy
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Executive Director
Head of Advanced Planning
Executive Director
Alternative Investments Consultant
Executive Director
Head – Family Advisory and Philanthropy
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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