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

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • 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. 

    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.

          312 Walnut Street
          Suite 3300
          Cincinnati, OH 45202
          ethan.stanley@ubs.com
          Ethan Stanley
          312 Walnut Street,Cincinnati,OH,45202
        • Brian Breitenstein

          Brian T. Breitenstein, CFP®

          Associate Financial Advisor

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

          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. 

                312 Walnut Street
                Suite 3300
                Cincinnati, OH 45202
                brian.t.breitenstein@ubs.com
                Brian T. Breitenstein, CFP®
                312 Walnut Street,Cincinnati,OH,45202
              • Patty

                Patty Walker

                Senior Registered Client Associate

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • FL
                • GA
                • IL
                • IN
                • KY
                • MD
                • MI
                • MT
                • NC
                • NY
                • OH
                • SC
                • TN

                Patty joined Gradison, now UBS, in 1986. She has over 35 years of experience in the financial services  industry. She brings a wealth of knowledge to our team in all facets of operations and customer service. 

                 Patty is a graduate of the University of Cincinnati with a bachelor’s degree in Marketing and Management. She has also earned her Series 3, 7, 63, 65, and Ohio Life, Accident & Health Insurance and Variable Annuity licenses. 

                 She’s a resident of Westwood in Cincinnati and has a son and two granddaughters. She enjoys spending time with family and friends, Salsa dancing, pickleball and creating art.

                      312 Walnut Street
                      Suite 3300
                      Cincinnati, OH 45202
                      patty.walker@ubs.com
                      Patty Walker
                      312 Walnut Street,Cincinnati,OH,45202
                    • Shelli

                      Shelli Davenport

                      Senior Registered Client Associate

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                      • AZ
                      • CA
                      • FL
                      • GA
                      • IL
                      • IN
                      • KY
                      • MI
                      • MT
                      • OH
                      • PA
                      • TX
                      • VA

                      Shelli enjoys a 43-year career in the brokerage business, originally joining UBS in 1993 until 2014, then from 2019 to present.  She provides administrative support for day-to-day operations for the Team and delivers superior client service. Prior to joining UBS, Shelli held client service and sales assistant positions with several distinguished firms, including Kidder Peabody, EF Hutton and Merrill Lynch. Shelli holds her Series 7 and 66 securities licenses.

                       Shelli enjoys spending time with her granddaughters, Joanna, Kate and Lucy.  She is an avid bowler, enjoys the outdoors, Bengals football and traveling with her husband on their motorcycle.  Shelli makes her home in Goshen, Ohio, with her husband Jay, her daughter Hanna, her son Clay and her stepsons, Bailey and Cole.

                            8044 Montgomery Road, Suite 100W
                            Cincinnati, OH 45236
                            shelli.davenport@ubs.com
                            Shelli Davenport
                            8044 Montgomery Road, Suite 100W,Cincinnati,OH,45236

                          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.

                          Three generations in apple orchard

                          Turn possibilities into a plan

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                          A leading global wealth manager

                          A new era of wealth is underway

                          And this is your time to define success on your terms.

                          Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                          When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $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

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