Lasting relationships. For all that matters

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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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • John H. Eyerman - Profile Photo

    John Eyerman

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • FL
    • GA
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        • Certified Investment Management Analyst
        • Chartered Retirement Plans Specialist
        Home Worker FL
        Home Worker FL, FL 000
        john.eyerman@ubs.com
        John Eyerman
        Home Worker FL,Home Worker FL,FL,000
      • Michael Scott Oravetz - Profile Photo

        Michael Oravetz

        Wealth Strategy Associate

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        • AL
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            • Chartered Mutual Fund Counselor
            2055 Crocker Road
            Suite 201
            Westlake, OH 44145
            michael.oravetz@ubs.com
            Michael Oravetz
            2055 Crocker Road,Westlake,OH,44145
          • Andy Eyerman

            Andy Eyerman

            Financial Advisor

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            • AL
            • AR
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            • CT
            • FL
            • GA
            • IL
            • IN
            • KY
            • LA
            • MA
            • MI
            • NC
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            • OH
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            • WV

                  2055 Crocker Road
                  Suite 201
                  Westlake, OH 44145
                  andrew.eyerman@ubs.com
                  Andy Eyerman
                  2055 Crocker Road,Westlake,OH,44145
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                  Julianna Miller

                  Senior Registered Client Associate

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                  • AZ
                  • CA
                  • FL
                  • MA
                  • OH

                        2055 Crocker Road
                        Suite 201
                        Westlake, OH 44145
                        julianna.miller@ubs.com
                        Julianna Miller
                        2055 Crocker Road,Westlake,OH,44145
                      Three generations in apple orchard

                      Turn possibilities into a plan

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                      A leading global wealth manager

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                      Donor-advised funds

                      Year-end charitable giving

                      As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                      For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $6.9 trn

                      UBS Group invested assets
                      As of 10/29/2025

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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