Let's move forward. Together.

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

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    Timothy Donovan

    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
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WI

          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236
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          Timothy E. Donovan, Jr.

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • KY
          • MA
          • MD
          • MI
          • MN
          • NC
          • NJ
          • NY
          • OH
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WI

          I began my career at UBS when I partnered with my father in the summer of
          2012. Prior to joining UBS, I started in the financial services field in banking,
          working with home equity and mortgage clients for over 7 years. From that
          experience, I developed a desire to have a more meaningful impact on working
          with individuals and their overall financial needs.
          My focus is on assisting clients with their overall wealth management needs,
          specifically through the financial planning process. With the comprehensive
          financial plan, I establish an ongoing dialogue addressing clients' concerns
          including asset allocation, liability and risk management, and analyzing
          insurance needs. The aim of the planning process is to give clients a roadmap
          to guide them through the accumulation and then retirement phases of their
          lives.
          I earned my degree in Finance from Xavier University where I am currently
          involved in the Mentor Program. While at Xavier, I competed as a member of
          the golf team. I earned the Atlantic 10 Conference Scholar-Athlete of the Year
          award as a senior, maintaining a delicate balance of golf and academics. After
          graduation, I continued to develop my talent for golf, pursuing a career as a
          professional golfer for 3 years and I still enjoy hitting the links these days in
          my free time. My wife Meghan and I are busy raising our three young children
          in Anderson Township.

                8044 Montgomery Road
                Suite 100W
                Cincinnati, OH 45236
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                Heather Condon

                Senior Client Associate

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                • CA
                • FL
                • IN
                • KY
                • MA
                • NM
                • OH
                • SC
                • TX
                • VA

                      8044 Montgomery Road
                      Suite 100W
                      Cincinnati, OH 45236
                    Retirement planning

                    Retirement planning

                    UBS Wealth Way

                    UBS Wealth Way

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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