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
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    • NC
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    • NY
    • OH
    • OK
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    • PA
    • SC
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    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
    • 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

      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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      UBS and Credit Suisse—stronger than ever

      Managing wealth is our craft

      We’re committed to understanding what wealth means for you.

      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

      Backed by the strength of UBS

      A global leader in wealth management

      $5+ trillion

      In invested assets globally 
      As of 11/07/2023

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager