Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER
Simon specializes in goal-oriented financial planning. In addition to his CERTIFIED FINANCIAL PLANNER ™ credential, he possesses his Series 7, 63, and 66 licenses. Simon graduated from Northern Kentucky University with a B.S. in Marketing. Simon enjoys traveling, hiking, biking, and exploring new restaurants with his friends and family.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER
Simon specializes in goal-oriented financial planning. In addition to his CERTIFIED FINANCIAL PLANNER ™ credential, he possesses his Series 7, 63, and 66 licenses. Simon graduated from Northern Kentucky University with a B.S. in Marketing. Simon enjoys traveling, hiking, biking, and exploring new restaurants with his friends and family.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Registered Client Associate
Laura has an undergraduate degree in Marketing from Miami University and earned her MBA at Xavier University. She has her Series 7, 65 and 66 licenses. Outside of work she participates on a masters swim team and enjoys cycling
Education
Registered Client Associate
Laura has an undergraduate degree in Marketing from Miami University and earned her MBA at Xavier University. She has her Series 7, 65 and 66 licenses. Outside of work she participates on a masters swim team and enjoys cycling
Education
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.
Email Me
