The way forward

Today, tomorrow and for generations to come

GFR _ Associates - Team Photo

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Road

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.

  • Michele Ferrara - Profile Photo

    Michele Ferrara

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    Michele has been a Financial Advisor for 26 years. Michele serves as the lead contact for our clients' planning needs, specializing in high net worth clients as it pertains to their investments, retirement planning and asset transition strategies. Her CFP® expertise brings a distinct advantage to our clients who need guidance regarding their total financial picture or more focused needs such as cash flow analysis or retirement income planning. Michele holds the Portfolio Management Program (PMP) designation, which allows her to offer a discretionary portfolio strategy to our clients.

    Outside of the office, Michele is a member of Kent Coterie, is an active Kent State alumnus and serves on the National Athletic Development Council (NADC). She lives in Kent with her husband, Garret, and their two children.

        • CERTIFIED FINANCIAL PLANNER™
        43 Village Way
        Suite 201
        Hudson, OH 44236
      • Garret M. Ferrara - Profile Photo

        Garret M. Ferrara

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • FL
        • GA
        • IL
        • KY
        • LA
        • MA
        • MD
        • MI
        • MT
        • NC
        • NJ
        • NV
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI

        Garret has 25 years of experience in the industry. He attended Kent State University, where he earned a Bachelor of Liberal Arts and an M.B.A. in Business Administration.

        Garret's primary focus is helping clients define their financial needs using a comprehensive process to help them understand the different strategies available to them which include, but are not limited to money managers and customized portfolios. His Portfolio Management Program (PMP) designation allows for discretionary management of client portfolios. He also has extensive experience with qualified retirement plans.

        Garret is active within the community as a volunteer for several nonprofit and charitable organizations. For the past 17 years, he has served as Ward 1 Councilman for the City of Kent. In his free time, he enjoys golf and skiing.

          • Kent State University, Bachelor of Liberal Arts, Business Administration
          • Kent State University, M.B.A. in Business Administration
            43 Village Way
            Suite 201
            Hudson, OH 44236
          • Michael Robert Burrows - Profile Photo

            Michael Robert Burrows

            Account Vice President

            Financial Advisor

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            • AK
            • AZ
            • CA
            • CO
            • FL
            • GA
            • IL
            • KY
            • LA
            • MA
            • MD
            • MI
            • MT
            • NC
            • NJ
            • NV
            • NY
            • OH
            • PA
            • SC
            • TN
            • TX
            • VA
            • VT
            • WA

            Michael has over 20 years of experience as a Financial Advisor.

            Michael focuses on retirement planning at both the individual and corporate levels. He is responsible for individual investment allocations which includes the mix of equities, exchange traded funds, mutual funds, annuities, and fixed income investments. This allows him to assist our clients in developing investment portfolios that align with their risk tolerance and financial goals.                                                                       

            In addition to his career, Michael enjoys spending time with his family, traveling, playing music and golf. He currently resides in Stow, with his wife, Barbara.

                  43 Village Way
                  Suite 201
                  Hudson, OH 44236
                • Mei Chen Goodson - Profile Photo

                  Mei Chen Goodson

                  Senior Client Associate

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                  • OH

                  Mei has 18 years of experience in the financial services industry. She holds a bachelor's degree from the University of Akron with a double major in international business and financial services. She is Series 7 and 66 securities licensed.

                  Mei assists with all aspects of the portfolio review process for our clients and focuses on client satisfaction through client contact and event coordination. Mei gathers all the relevant client information to begin the financial planning conversation. Her REGISTERED PARAPLANNER™ (RP®) designation is used to develop financial plans for our clients. She also provides support to Candace regarding administrative issues.

                  Mei resides in Green with her husband, Kirk, and their three children. She is an active volunteer with scouting.

                    • University of Akron, bachelor's degree, with a double major in international business and financial services
                      43 Village Way
                      Suite 201
                      Hudson, OH 44236
                    • Candace Kyer - Profile Photo

                      Candace Kyer

                      Client Associate

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                      • AK
                      • CA
                      • CO
                      • FL
                      • GA
                      • IL
                      • KY
                      • MD
                      • MI
                      • NC
                      • NJ
                      • NY
                      • OH
                      • PA
                      • SC
                      • TN
                      • VT

                      Candace has 13 years of experience in the financial services industry with an emphasis on banking services and products. She has worked with other financial advisor teams in the Northeast Ohio Complex as well as provided branch technology support in her previous position at UBS.

                      Candace is the first point of contact for all administrative inquiries. She strives to provide the highest level of service to our clients by guiding them through our client service model and making sure clients are kept aware of any administrative issues.

                      Candace resides in Stow with her husband, Tim, and their two children. She and her family serve their church in a variety of capacities including their teen youth program and basketball program.

                            43 Village Way
                            Suite 201
                            Hudson, OH 44236

                          The circular economy: What is it?

                          Retirement planning

                          Retirement planning

                          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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