Experience

Makes all the difference

John Warner

Senior Vice President–Wealth Management

Financial Advisor

John serves on the team's investment committee, which actively monitors the team's assets, reviewing team asset allocation models, and discussing potential changes in current holdings.  He is our interface with internal and external portfolio managers. 

John started his investment career in 1994, as a founding member of the McDonald & Company's Hudson branch office.  Prior to that, he was Director of the information technology department of Aetna Life & Casualty in Hartford.  John obtained his Bachelor of Arts degree from Kent State University, and a Master's degree from Case Western Reserve University.

John is very community minded, serving as a member of the board of Greater Cleveland's Youth For Christ.  He's a long standing member of the investment committee for the Cleveland-based non-profit organization, In His Steps Foundation.  He is active in his church, and leads a Life Group in his local community.  John and his wife Deborah enjoy hiking the trails of the Cuyahoga Valley National Park. They actively support the Cleveland Orchestra and are members of the Cleveland Orchestra's Legacy Society.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Education

  • Kent State University, Bachelor of Arts degree
  • Case Western Reserve University, Master's degree
43 Village Way
Suite 201
Hudson, OH 44236

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Deborah Graves

Senior Vice President–Wealth Management

Financial Advisor

Debbie is a Chartered Retirement Planning CounselorSM Professional who brings a wealth of knowledge and experience of over 35 years to our team. A founding partner of West Oak Hill Asset Management, Inc., Chautauqua, New York area, she and her family relocated to Hudson, Ohio in 2002 after selling the firm. She obtained the CRPC® designation from the College for Financial Planning and graduated summa cum laude with a B.S. in Business/Finance from Southern New Hampshire University, Manchester, NH. She serves as the team chair for financial planning to include income gap analysis, tax and estate planning strategies.

Debbie is very community centric and is actively involved in Leadership Hudson, Volunteers of America, supports fundraising for cancer research and is a Rotarian. With her finance background, she has served as Treasurer on many boards, including Leadership Hudson, Hudson Farmer's Market, Hudson Blossom Women's Committee and served on the board of EMS Outreach. She and her husband, Randy, enjoy boating, biking, traveling and spending time with their family including four children, their families and Tucker, their labradoodle.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Education

  • Southern New Hampshire University, B.S. in Business/Finance

Credentials

  • Chartered Retirement Planning Counselor℠
43 Village Way
Suite 201
Hudson, OH 44236

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Joseph Doman

Senior Vice President–Wealth Management

Financial Advisor

Joe is a Senior Portfolio Manager of the UBS Portfolio Management Program and responsible for the teams' investment allocations, strategic and tactical trading. Joe has over 20 years of experience in financial services and over thirty five years in client services. Having earned a Bachelors' degree from Rutgers University, Joe also has a certification from University of Notre Dame School of Business and from Portfolio Concepts.

Outside of work, Joe is active in Goodwill Industries serving as an Honorary Board Member and formerly Chairman of the  Investment Committee for a five county area in Northeast Ohio. He is also a National Board member of LifeTeen International, and a regular speaker at their Catholic Youth Ministry Convention. Joe is also a Eucharisitic Minister with St. Mary's and as well very active in their youth ministry. Joe and his wife Marianne have four children and two grandchildren. Joe's hobbies include golf, desert and pilgrimage hiking.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Education

  • Rutgers University, Bachelor's degree

Credentials

  • Senior Portfolio Manager
43 Village Way
Suite 201
Hudson, OH 44236

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Daniel Imfeld

Account Vice President

Financial Advisor

Dan began his career as a Certified Public Accountant with Deloitte & Touche LLP.  As a Manager at Deloitte, Dan was responsible for building the foundation of new client relationships, developing and executing solutions to complex accounting issues and constructing and managing cohesive engagement teams to serve his Fortune 500 clients.  He joined the team as a Financial Advisor in 2018 to enhance the team's breadth of knowledge and expertise.  Dan earned his Bachelor of Science in Business Administration with dual majors in Accountancy and Finance from John Carroll University, graduating Valedictorian of the Boler School of Business.

Dan remains active in the community by chairing the United Way's Emerging Leaders Executive Committee and serving on the finance committee of St. Martin De Porres High School, a Catholic co-educational high school in Cleveland serving families of limited economic means.  For fun you can be sure to find Dan at one of Cleveland's professional sporting events or exploring the tremendous array of local restaurants.  In addition, he remains physically active playing basketball, hiking the Cleveland Metroparks, golfing and snow skiing.  

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Education

  • John Carroll University, B.S.B.A. in Accountancy and Finance

Credentials

  • Certified Exit Planning Advisor
43 Village Way
Suite 201
Hudson, OH 44236

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Meghan Bradish

Senior Wealth Strategy Associate

Meghan graduated from The Ohio State University, with a Bachelor of Arts in Economics,  She joined UBS in 2013, originally serving as the team Client Services Associate (CSA).  Most recently, she has been promoted to Senior Wealth Strategy Associate, concentrating in daily trading, financial planning and training other CSA's.  She has completed the Series 7, 66, the Ohio Insurance license, and is a fully certified Registered Representative.  Prior to UBS, she worked for a large publisher, serving as a client manager, both in Dallas and Cleveland.

 

Meghan enjoys cheering on her Ohio State Buckeyes and spending time with her family, and her Goldendoodle, Franklin.  She and her husband Jeff, enjoy time with their friends and  family, here and in Chautauqua, NY.    In addition, she has been active in the Pelotonia fundraisers for cancer research, the Cards for Kids annual program, and participates in other UBS philanthropic events.

Registered States:
  • OH

Education

  • The Ohio State University, Bachelor of Arts in Economics

Credentials

  • Financial Paraplanner Qualified Professional™
43 Village Way
Suite 201
Hudson, OH 44236

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Jennifer Chinn

Client Associate

Jennifer comes to UBS with a unique background in finance and aviation. While earning a Bachelor's of Business Administration in Finance from Kent State University, Jennifer also attained her pilot ratings  and worked as a Flight Instructor and Charter Pilot for eight years. More recently, she has been a Relationship Banker and brings ten years of banking knowledge to the team. She currently has her Life, Health and Variable Insurance Licenses, and her investment licenses in Series 6 and 63.

Jennifer and her husband, Mark, lead a very active life with their three children and enjoy being on the go with dance recitals, football games, track meets, science competitions and everything in between. They love to travel and find adventure as a family. When they are not at one of these events, you can find them visiting Jennifer's family in Pittsburgh, PA. 

Registered States:
  • OH
  • PA

Education

  • Kent State University, Bachelor's of Business Administration in Finance
43 Village Way
Suite 201
Hudson, OH 44236

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