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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Senior Vice President–Wealth Management
Financial Advisor
George began his financial services career in 1997, and then continued with Gradison in 2001. Now with UBS, his primary focus is on financial planning and portfolio management.
George holds a dual degree, a B.S. in Economics and a B.A. in Philosophy from Miami University. Committed to continuous growth, he has earned Series 7, 66, and insurance licenses. George is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Plans Specialist, and Certified Exit Planning Advisor®.
George is active in several organizations and charities throughout the country. He lives in Lebanon with his wife and two rescue pups. During his free time he enjoys tennis and gardening.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
George began his financial services career in 1997, and then continued with Gradison in 2001. Now with UBS, his primary focus is on financial planning and portfolio management.
George holds a dual degree, a B.S. in Economics and a B.A. in Philosophy from Miami University. Committed to continuous growth, he has earned Series 7, 66, and insurance licenses. George is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Plans Specialist, and Certified Exit Planning Advisor®.
George is active in several organizations and charities throughout the country. He lives in Lebanon with his wife and two rescue pups. During his free time he enjoys tennis and gardening.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Traditional or Roth?
For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Cincinnati, OH
November 12 2024
5:30 PM-6:30 PM Eastern
