Insight-based advice

Telescope in window

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

TEAM 2022

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.

  • SCD 2022

    Stephen Dilbone, CFA

    Executive Director

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
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    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Mr. Dilbone joined Gradison in 1990 and UBS in 2007.  He has over 25 years of investment experience. He manages the portfolios of individual and institutional clients and oversees the quantitative equity investment process. Steve was a manager of the Victory Ohio Tax-Free Income, Victory Established Value and Victory Small Company Funds. He was appointed head of Gradison Asset Management in 1998. Prior to joining the firm, Steve was a Vice President at Merrill Lynch Capital Markets. He holds a BS in Finance from Miami University and an MBA in Finance from the University of Chicago.
    Series 8,7,65,66

      • University of Chicago, M.B.A.
      • Miami University, Finance
      • Chartered Financial Analyst®
      8044 Montgomery Road
      Suite 100W
      Cincinnati, OH 45236
    • GMR 2022

      Gary Reich, CFA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • MO
      • MT
      • NC
      • NH
      • NJ
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
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      • UT
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      • WV
      Mr. Reich served as a Portfolio Manager at Gradsion Asset Management in 2000 and joined UBS as a Portfolio Manager in 2007. In addition to managing client portfolios, he provides analytical support to accounts managed under the Core equity style, promoting a dynamic, rigorous and successful portfolio construction process. Gary has managed large, mid and small cap U.S. equities at Ohio Casualty Group, Sentinel Advisors and Fifth Third Bank. He began his professional career with the accounting firm KPMG Peat Marwick. Gary has a Bachelor of Science in Commerce from the University of Virginia
      Licenses: 7

        • University of Virginia, B.S., Commerce
        • Chartered Financial Analyst®
        8044 Montgomery Road
        Suite 100W
        Cincinnati, OH 45236
      • Andrew 2022

        Andrew Dilbone, CIMA®

        Wealth Strategy Associate

        Certified Investment Management Analyst®

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        • AR
        • AZ
        • CA
        • CO
        • DE
        • FL
        • ID
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MO
        • MT
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY

        Andrew joined UBS as a Wealth Strategy Associate in 2022. He assists the team with trading, implementing tailored investment solutions, and developing client financial plans. Prior to joining the firm, Andrew was a Regional Vice President of Mutual Fund Sales at Touchstone Investments. He holds his series 7 and 66 securities licenses as well as his Life, Accident and Health Insurances Licenses. Additionally, he has attained the Certified Investment Management Analyst (CIMA®) designation and completed his Bachelor of Science in Finance from Miami University.

          • Miami University, Finance
          • Certified Investment Management Analyst®
          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236
        • RAD 2022

          Rebecca Day

          Associate Director

          Senior Client Associate

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          • AZ
          • CA
          • CT
          • DC
          • FL
          • IL
          • IN
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          • MA
          • MD
          • MI
          • NC
          • NY
          • OH
          • PA
          • RI
          • SC
          • TX
          Ms. Day joined Gradison in 1986. She provides client support to the Gradison team and is responsible for trading as well as other portfolio management operational duties. Ms. Day worked in the corporate accounting department where she was responsible for SEC and NYSE reporting as well as corporate accounting and internal audit duties. She formally began her professional career as a public accountant with a local CPA firm in Dayton, Ohio. She has Series 7 and 66 licenses and a B.S. in Accounting from Wright State University.

            • Wright State University, Accounting
              8044 Montgomery Road
              Suite 100W
              Cincinnati, OH 45236

            The Year Ahead - Sustainable Investing

            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