Tailored wealth advice

Professional guidance that helps inspire confidence

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.

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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.

Stephen Dilbone, CFA

Executive Director

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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, B.S. in Finance
- Chartered Financial Analyst®
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

stephen.dilbone@ubs.com

Stephen Dilbone, CFA

8044 Montgomery Road,Cincinnati,OH,45236
Jeffrey Brauley

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NM
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Jeff began his career as a Financial Advisor in the Fall of 1988 with Kidder Peabody and has enjoyed spending his entire career with the same firm (Kidder Peabody was acquired by UBS). Jeff, a lifelong resident of Northern Kentucky, attended Newport Central Catholic, graduated from Duke University and went on to earn his MBA from Xavier University. Jeff and his wife are blessed with two beautiful children with which they enjoy travel and many local activities. Jeff is an active coach and volunteer for Newport Central Catholic and their parish, St. Thomas. His practice consists of individual clients, corporations and non-profits located in 31 states and territories and holds Series 3, 7 and 63 licenses.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Duke University, B.A. in History & Economics
- Xavier University, M.B.A
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

jeffrey.brauley@ubs.com

Jeffrey Brauley

312 Walnut Street,Cincinnati,OH,45202
Andrew Dilbone, CFP, CIMA

Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Andrew joined UBS in 2022 where he quickly transitioned to the role of Financial Advisor. He specializes in 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, 63 and 66 securities licenses as well as his Life, Accident and Health Insurances Licenses. Additionally, he has attained the Certified Investment Management Analyst^® designation as well as the Certified Financial Planner^®designation. He completed his Bachelor of Science in Finance from Miami University.
- Miami University, B.S. in Finance
- Certified Investment Management Analyst
- CERTIFIED FINANCIAL PLANNER
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

andrew.dilbone@ubs.com

Andrew Dilbone, CFP, CIMA

8044 Montgomery Road,Cincinnati,OH,45236
Seth Adamson, CFP, CPWA, CEPA

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NM
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Seth joined UBS in 2017, where he advises business owners, corporate executives, and wealthy families through the complexities of multigenerational wealth, cash flow management, investment management, retirement planning and tax planning strategies. He holds the Certified Financial Planner^®, Certified Private Wealth Advisor^®, Certified Exit Planning Advisor^®, and Accredited Wealth Management Advisor^TM designations. A graduate of the University of Cincinnati with a degree in finance and business economics, Seth lives in Cincinnati with his wife, Sara, and their two sons, Eli and Jack. Outside of the office, he enjoys golf, basketball, billiards, skiing, travel and live music.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Cincinnati, B.S. in Finance & Business Economics
- CERTIFIED FINANCIAL PLANNER
- Certified Exit Planning Advisor
- Certified Private Wealth Advisor®
- Accredited Wealth Management Advisor™
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

seth.adamson@ubs.com

Seth Adamson, CFP, CPWA, CEPA

312 Walnut Street,Cincinnati,OH,45202
Gary Dowdell, CFP

Senior Wealth Strategy Associate
View bio
- CA
- CO
- DC
- FL
- GA
- IN
- KY
- MO
- NC
- NY
- OH
- PA
- TX
Gary began his career as an administrative assistant at Gradison in 2004. Gary obtained his Certified Financial Planner^®designation in 2011, and now serves as a Wealth Strategy Associate. Gary assists clients in the personal financial planning process and is well-versed in effective retirement and income strategies. Gary holds a B.S. in Finance from Miami University. Gary is an avid traveler, chef, and enjoys playing golf and basketball. Gary currently holds the Series 7 and 66 licenses as well as the CFP^® designation.
- Miami University, B.S. in Finance
- CERTIFIED FINANCIAL PLANNER
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

gary.dowdell@ubs.com

Gary Dowdell, CFP

312 Walnut Street,Cincinnati,OH,45202
Spencer Strunk

Registered Client Associate
View bio
- CA
- CO
- DC
- FL
- GA
- IL
- IN
- KY
- MD
- MO
- NC
- NY
- OH
- PA
- TN
- TX
Spencer graduated from the University of Kentucky with a B.S. in Accounting and Finance. He currently holds the SIE, Series 7 & 66, and Life & Health Insurance Licenses.

Outside of UBS, Spencer enjoys various activities such as golf, working out, and cheering on the University of Kentucky Wildcats.
- University of Kentucky, B.S. in Finance & Accounting
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

spencer.strunk@ubs.com

Spencer Strunk

312 Walnut Street,Cincinnati,OH,45202

Alex Tussey

Registered Client Associate
View bio
- CA
- CO
- DC
- FL
- GA
- IN
- KY
- MD
- MO
- NC
- NY
- OH
- PA
- TX
Alex graduated from the University of Kentucky with a B.A. in International Studies & Arabic. She has been in the financial industry since 2019. She currently holds the Series 6, 7, 63 and 66 as well as her insurance licenses. Outside of work, Alex enjoys reading, traveling, and all things sports.
- University of Kentucky, B.A. in International Studies & Arabic
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

alex.tussey@ubs.com

Alex Tussey

312 Walnut Street,Cincinnati,OH,45202
Alec Pfriem

Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Alec is from Cincinnati originally where he attended Moeller High School. He went on to obtain a bachelor’s degree in finance as well as an MBA from Bellarmine University. While at Bellarmine, he was captain of the Division I men’s basketball team. Most recently Alec was a Client Associate on a team at Morgan Stanley. He has obtained both his Series 7 and 66 licenses. In his free time Alec enjoys golfing, being outdoors, spending time with friends and family, and cheering on his hometown teams, the Cincinnati Reds and Bengals.
- Bellarmine University, B.S. in Finance
- Bellarmine University, M.B.A
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236

alec.pfriem@ubs.com

Alec Pfriem

8044 Montgomery Road,Cincinnati,OH,45236

Stephen Dilbone, CFA

Executive Director

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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, B.S. in Finance
- Chartered Financial Analyst®
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

stephen.dilbone@ubs.com

Stephen Dilbone, CFA

8044 Montgomery Road,Cincinnati,OH,45236
Jeffrey Brauley

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NM
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Jeff began his career as a Financial Advisor in the Fall of 1988 with Kidder Peabody and has enjoyed spending his entire career with the same firm (Kidder Peabody was acquired by UBS). Jeff, a lifelong resident of Northern Kentucky, attended Newport Central Catholic, graduated from Duke University and went on to earn his MBA from Xavier University. Jeff and his wife are blessed with two beautiful children with which they enjoy travel and many local activities. Jeff is an active coach and volunteer for Newport Central Catholic and their parish, St. Thomas. His practice consists of individual clients, corporations and non-profits located in 31 states and territories and holds Series 3, 7 and 63 licenses.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Duke University, B.A. in History & Economics
- Xavier University, M.B.A
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

jeffrey.brauley@ubs.com

Jeffrey Brauley

312 Walnut Street,Cincinnati,OH,45202
Andrew Dilbone, CFP, CIMA

Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Andrew joined UBS in 2022 where he quickly transitioned to the role of Financial Advisor. He specializes in 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, 63 and 66 securities licenses as well as his Life, Accident and Health Insurances Licenses. Additionally, he has attained the Certified Investment Management Analyst^® designation as well as the Certified Financial Planner^®designation. He completed his Bachelor of Science in Finance from Miami University.
- Miami University, B.S. in Finance
- Certified Investment Management Analyst
- CERTIFIED FINANCIAL PLANNER
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

andrew.dilbone@ubs.com

Andrew Dilbone, CFP, CIMA

8044 Montgomery Road,Cincinnati,OH,45236
Seth Adamson, CFP, CPWA, CEPA

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NM
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Seth joined UBS in 2017, where he advises business owners, corporate executives, and wealthy families through the complexities of multigenerational wealth, cash flow management, investment management, retirement planning and tax planning strategies. He holds the Certified Financial Planner^®, Certified Private Wealth Advisor^®, Certified Exit Planning Advisor^®, and Accredited Wealth Management Advisor^TM designations. A graduate of the University of Cincinnati with a degree in finance and business economics, Seth lives in Cincinnati with his wife, Sara, and their two sons, Eli and Jack. Outside of the office, he enjoys golf, basketball, billiards, skiing, travel and live music.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Cincinnati, B.S. in Finance & Business Economics
- CERTIFIED FINANCIAL PLANNER
- Certified Exit Planning Advisor
- Certified Private Wealth Advisor®
- Accredited Wealth Management Advisor™
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

seth.adamson@ubs.com

Seth Adamson, CFP, CPWA, CEPA

312 Walnut Street,Cincinnati,OH,45202
Gary Dowdell, CFP

Senior Wealth Strategy Associate
View bio
- CA
- CO
- DC
- FL
- GA
- IN
- KY
- MO
- NC
- NY
- OH
- PA
- TX
Gary began his career as an administrative assistant at Gradison in 2004. Gary obtained his Certified Financial Planner^®designation in 2011, and now serves as a Wealth Strategy Associate. Gary assists clients in the personal financial planning process and is well-versed in effective retirement and income strategies. Gary holds a B.S. in Finance from Miami University. Gary is an avid traveler, chef, and enjoys playing golf and basketball. Gary currently holds the Series 7 and 66 licenses as well as the CFP^® designation.
- Miami University, B.S. in Finance
- CERTIFIED FINANCIAL PLANNER
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

gary.dowdell@ubs.com

Gary Dowdell, CFP

312 Walnut Street,Cincinnati,OH,45202
Spencer Strunk

Registered Client Associate
View bio
- CA
- CO
- DC
- FL
- GA
- IL
- IN
- KY
- MD
- MO
- NC
- NY
- OH
- PA
- TN
- TX
Spencer graduated from the University of Kentucky with a B.S. in Accounting and Finance. He currently holds the SIE, Series 7 & 66, and Life & Health Insurance Licenses.

Outside of UBS, Spencer enjoys various activities such as golf, working out, and cheering on the University of Kentucky Wildcats.
- University of Kentucky, B.S. in Finance & Accounting
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

spencer.strunk@ubs.com

Spencer Strunk

312 Walnut Street,Cincinnati,OH,45202
Alex Tussey

Registered Client Associate
View bio
- CA
- CO
- DC
- FL
- GA
- IN
- KY
- MD
- MO
- NC
- NY
- OH
- PA
- TX
Alex graduated from the University of Kentucky with a B.A. in International Studies & Arabic. She has been in the financial industry since 2019. She currently holds the Series 6, 7, 63 and 66 as well as her insurance licenses. Outside of work, Alex enjoys reading, traveling, and all things sports.
- University of Kentucky, B.A. in International Studies & Arabic
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

alex.tussey@ubs.com

Alex Tussey

312 Walnut Street,Cincinnati,OH,45202
Alec Pfriem

Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Alec is from Cincinnati originally where he attended Moeller High School. He went on to obtain a bachelor’s degree in finance as well as an MBA from Bellarmine University. While at Bellarmine, he was captain of the Division I men’s basketball team. Most recently Alec was a Client Associate on a team at Morgan Stanley. He has obtained both his Series 7 and 66 licenses. In his free time Alec enjoys golfing, being outdoors, spending time with friends and family, and cheering on his hometown teams, the Cincinnati Reds and Bengals.
- Bellarmine University, B.S. in Finance
- Bellarmine University, M.B.A
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236

alec.pfriem@ubs.com

Alec Pfriem

8044 Montgomery Road,Cincinnati,OH,45236

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Tailored wealth advice

Pursuing your goals together

Stephen Dilbone, CFA

Jeffrey Brauley

Andrew Dilbone, CFP, CIMA

Seth Adamson, CFP, CPWA, CEPA

Gary Dowdell, CFP

Spencer Strunk

Alex Tussey

Alec Pfriem