A plan for today, tomorrow and generations to come

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Retired couple

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Ethan Stanley

    Ethan Stanley, RICP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NE
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Ethan started as a Financial Advisor with Gradison McDonald in 1995.  After his early years in Cincinnati, Ethan attended high school at The Lawrenceville School in New Jersey, spent his first two years of college at Lake Forest, and graduated with a BA in History from Northwestern University.

    With nearly three decades of experience in the financial services industry, Ethan is passionate about helping his clients reach their wealth and retirement goals. He holds a Retirement Income Certified Professional designation as well as the Series 7, Series 66, and Life and Health Insurance licenses.

    Ethan and his wife, Doreen, live in Cincinnati and have two children in college.  He enjoys travel and tennis and is happy to call Cincinnati home.

      • Northwestern University, BA, History
      • Retirement Income Certified Professional
      312 Walnut Street
      Suite 3300
      Cincinnati, OH 45202
      ethan.stanley@ubs.com
      Ethan Stanley, RICP®
      312 Walnut Street,Cincinnati,OH,45202
    • Brian Breitenstein

      Brian T. Breitenstein, CFP®

      Senior Wealth Strategy Associate

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • MT
      • NC
      • NE
      • NM
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • VA

      Brian joined the team in 2022 after having spent over 17 years in the financial services industry. A Northern Kentucky native, he attended Newport Central Catholic High School before earning his Bachelor’s Degree in Finance from the University of Kentucky. 

      His main focus for the team is to provide investment solutions and in-depth financial planning to our clients. Brian's efforts throughout his career have centered on helping his clients achieve their goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and 66 Securities Licenses as well as Life and Health Insurance Licenses. 

      Brian and his wife, Nicole, reside in Wilder, KY, with their children, Rece and Rose. He enjoys spending time with family, staying active, golfing, and rooting on the Kentucky Wildcats and Cincinnati Bengals. 

        • University of Kentucky, BBA, Finance
        • CERTIFIED FINANCIAL PLANNER™
        312 Walnut Street
        Suite 3300
        Cincinnati, OH 45202
        brian.t.breitenstein@ubs.com
        Brian T. Breitenstein, CFP®
        312 Walnut Street,Cincinnati,OH,45202

      A focus on personalized access and service

      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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      Global Wealth Report 2024

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      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

      Gain additional insights into the trends shaping wealth in the US and around the world.

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      $5.8+ trn

      UBS Group invested assets
      As of 03/31/2024

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      Our global footprint

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      UBS is a leading and truly global wealth manager