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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
Financial Advisor
George began his financial services career in 1997 with Gradison in 2001. Now with UBS, his primary focus is on financial planning and portfolio management. George earned a B.S. in economics and B.A. in philosophy from Miami University, Oxford, OH, and continued his professional education earning his Series 7, 66 securities licenses and Ohio life, accident and health insurance and variable annuity licenses. George is a CERTIFIED FINANCIAL PLANNERTM Certificant and a Chartered Retirement Plans SpecialistSM. George is also active in community service including the Cincinnati Rotary. A greater Cincinnati native, George is married and enjoys tennis and gardening.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
George began his financial services career in 1997 with Gradison in 2001. Now with UBS, his primary focus is on financial planning and portfolio management. George earned a B.S. in economics and B.A. in philosophy from Miami University, Oxford, OH, and continued his professional education earning his Series 7, 66 securities licenses and Ohio life, accident and health insurance and variable annuity licenses. George is a CERTIFIED FINANCIAL PLANNERTM Certificant and a Chartered Retirement Plans SpecialistSM. George is also active in community service including the Cincinnati Rotary. A greater Cincinnati native, George is married and enjoys tennis and gardening.
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
