Lasting relationships. For all that matters

The Eyerman Group - Team Photo

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
    • AR
    • AZ
    • CA
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MI
    • NC
    • NH
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • WI

        • 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
        • AR
        • AZ
        • CA
        • FL
        • GA
        • IL
        • IN
        • KY
        • LA
        • MA
        • MI
        • NC
        • NH
        • NY
        • OH
        • PA
        • SC
        • TX
        • VA
        • WI

            • Chartered Mutual Fund Counselor℠
            2055 Crocker Road
            Suite 201
            Westlake, OH 44145
            michael.oravetz@ubs.com
            Michael Oravetz
            2055 Crocker Road,Westlake,OH,44145
          • Colleen Ann Stein - Profile Photo

            Colleen Stein

            Senior Client Associate

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            • FL
            • OH

                • Financial Paraplanner Qualified Professional™
                2055 Crocker Road
                Suite 201
                Westlake, OH 44145
                colleen.stein@ubs.com
                Colleen Stein
                2055 Crocker Road,Westlake,OH,44145
              • Andy Eyerman

                Andy Eyerman

                Wealth Strategy Associate

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                • AL
                • AR
                • AZ
                • CA
                • CT
                • FL
                • GA
                • IL
                • IN
                • KY
                • LA
                • MA
                • MI
                • NC
                • NH
                • NY
                • OH
                • PA
                • SC
                • TX
                • VA
                • WI

                      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 Client Associate

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                      • CA
                      • FL
                      • OH

                            2055 Crocker Road
                            Suite 201
                            Westlake, OH 44145
                            julianna.miller@ubs.com
                            Julianna Miller
                            2055 Crocker Road,Westlake,OH,44145

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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.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.8+ trn

                          UBS Group invested assets
                          As of 03/31/2024

                          51 countries

                          Our global footprint

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                          UBS is a leading and truly global wealth manager

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