$7 trn
UBS Group invested assets
As of 12/31/2025
Comprehensive wealth management for business owners
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Escape velocity?
Our Chief Investment Office presents its outlook for the new year in the 2026 edition of Year Ahead.
Stocks are rising on AI momentum, but inflation and national debt pose new challenges. Let’s review the research together and find the best solutions for the year ahead —and beyond.
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.
Greg is a Financial Advisor with UBS Financial Services in Dayton, Ohio. He joined the firm in April 2013 to better help his clients manage and protect their wealth. Greg has spent over 20 years in the Investment Management and Consulting business. His industry tenure began in 1992, with a Cowen, Greene & Ladd internship, while simultaneously working to obtain his Bachelor of Science Degree in Business from Wright State University. After graduation, he joined Merrill Lynch as a Financial Advisor where he rose to the position of Senior Financial Advisor and was recognized by the firm with membership in the Merrill Lynch Executive's Club. In 2001, Greg joined Smith Barney where he remained through the merger and name change of the firm to Morgan Stanley. His accomplishments at Smith Barney and Morgan Stanley are notable.
Greg earned the Senior Investment Management Consultant designation which recognizes him for his skill in providing customized consulting services for High Net Worth Individuals, Institutions and Family Offices. Beyond this designation, Greg has achieved a number of industry designations and titles which set him apart as an extraordinary industry professional including Certified Investment Management Analyst® (CIMA®) designation in 2001 from the Investment Management Consultants Association (IMCA®) through the Wharton School of Business. Greg obtained the Chartered Retirement Plan Specialist (CRPS®) designation in 2007 from the College for Financial Planning. Greg has been a CERTIFIED FINANCIAL PLANNER®™ Certificant since 2011. His industry experience and academic credentials position him to provide a wide ranging set of benefits to the clients he serves. Greg is dedicated to the highest code of ethics, best practices and a passionate commitment to client service.
Joy applies a deep well of complex financial knowledge to helping her clients enjoy simplicity with their wealth. She’s driven to help her clients’ families with their ongoing needs in relation to the market. As Senior Wealth Strategy Associate, she works on behalf of clients to find solutions to develop their estate and financial planning strategies, collaborate with clients’ CPAs and advisors for holistic financial wellness, develop and update plans, review tax-planning strategies, and provide general financial expertise.
Prioritizing clients’ needs and responding directly to their life changes and to financial changes at large, Joy focuses her business on comprehensive financial planning for individuals. She provides guidance on insurance and annuities, and has substantial experience in finance and investments. She holds a bachelor’s degree from Bowling State University, and previously served as regional Chief Financial Officer for United Healthcare.
With Mayeux Wealth Management, Joy takes pride in our team’s commitment to helping families enjoy experiences in life and feel confident in the necessary finances that support those goals. Creativity and compassion guide the services she delivers each day, anchored by strong client relationships. She’s dedicated to simplifying the financial planning process, considering how financial solutions will impact and preserve families’ legacies, and leading with the utmost integrity and honesty.
Brianne Squibb recently transitioned into a new role at UBS, now serving as Team Administrator supporting Greg Mayeux and Joy Pascoe.
She began her career in financial services in 2000 as an intern while attending the University of Cincinnati, where she earned a degree in Business Administration with a focus in Finance and International Business. Over the past 25 years, Brianne has held a variety of client service and operational roles—including Senior Wealth Strategy Associate, Senior Registered Client Service Associate, Investment Analyst, Branch Office Administrator, and most recently, Administrative Manager for the Ohio Indy Kentucky market. In that role, she managed branch operations and implemented service standards to ensure superior client experiences.
Her experience includes building and maintaining financial plans, selecting appropriate investment vehicles, monitoring risk profiles, conducting market research, and supporting daily service and operational needs. Brianne is passionate about developing strong client relationships and delivering timely, accurate support.
With a well-rounded background across both the investment and support sides of the business, she brings a unique skill set to her current role and looks forward to ensuring smooth operations for Greg and Joy’s team.
Prior to joining UBS, Brianne worked at Smith Barney, Morgan Stanley, and Merrill Lynch. A native of Dayton, Ohio, she now lives in a northern Cincinnati suburb with her husband of 19 years and their two teenage children, who are active in club swimming, wrestling, and lacrosse.
Chelsea thrives in collaborative environments where growth and connection are valued. With a bachelors degree in International Business and minor in Management from Marietta College, she brings a global perspective and enjoys working with mentors and peers who challenge her to grow both personally and professionally. Before transitioning into her current role, Chelsea worked in clubhouse management at the Camargo Club in Cincinnati, Ohio, where she developed a strong foundation in hospitality, client service, and team leadership.
Chelsea is passionate about supporting her team and delivering exceptional experiences for clients. She is proactive, dependable, and always willing to lend a hand to ensure smooth outcomes and lasting partnerships. As she continues to grow in her career, Chelsea plans to pursue her Series 7 and Series 66 licenses to deepen her expertise and better serve clients.
Now based in Loveland, Ohio - just a short drive from her hometown Milford, Ohio - Chelsea enjoys her time outside of work going to concerts, cooking new dishes, and spending quality time with friends and family.
Kitty is a Senior Registered Client Service Associate with many years of brokerage firm experience. Her career has been centered around customer care and exceptional client service.
She is a lifelong resident of Miamisburg and enjoys spending time with her children and grandchildren.
Greg is a Financial Advisor with UBS Financial Services in Dayton, Ohio. He joined the firm in April 2013 to better help his clients manage and protect their wealth. Greg has spent over 20 years in the Investment Management and Consulting business. His industry tenure began in 1992, with a Cowen, Greene & Ladd internship, while simultaneously working to obtain his Bachelor of Science Degree in Business from Wright State University. After graduation, he joined Merrill Lynch as a Financial Advisor where he rose to the position of Senior Financial Advisor and was recognized by the firm with membership in the Merrill Lynch Executive's Club. In 2001, Greg joined Smith Barney where he remained through the merger and name change of the firm to Morgan Stanley. His accomplishments at Smith Barney and Morgan Stanley are notable.
Greg earned the Senior Investment Management Consultant designation which recognizes him for his skill in providing customized consulting services for High Net Worth Individuals, Institutions and Family Offices. Beyond this designation, Greg has achieved a number of industry designations and titles which set him apart as an extraordinary industry professional including Certified Investment Management Analyst® (CIMA®) designation in 2001 from the Investment Management Consultants Association (IMCA®) through the Wharton School of Business. Greg obtained the Chartered Retirement Plan Specialist (CRPS®) designation in 2007 from the College for Financial Planning. Greg has been a CERTIFIED FINANCIAL PLANNER®™ Certificant since 2011. His industry experience and academic credentials position him to provide a wide ranging set of benefits to the clients he serves. Greg is dedicated to the highest code of ethics, best practices and a passionate commitment to client service.
Joy applies a deep well of complex financial knowledge to helping her clients enjoy simplicity with their wealth. She’s driven to help her clients’ families with their ongoing needs in relation to the market. As Senior Wealth Strategy Associate, she works on behalf of clients to find solutions to develop their estate and financial planning strategies, collaborate with clients’ CPAs and advisors for holistic financial wellness, develop and update plans, review tax-planning strategies, and provide general financial expertise.
Prioritizing clients’ needs and responding directly to their life changes and to financial changes at large, Joy focuses her business on comprehensive financial planning for individuals. She provides guidance on insurance and annuities, and has substantial experience in finance and investments. She holds a bachelor’s degree from Bowling State University, and previously served as regional Chief Financial Officer for United Healthcare.
With Mayeux Wealth Management, Joy takes pride in our team’s commitment to helping families enjoy experiences in life and feel confident in the necessary finances that support those goals. Creativity and compassion guide the services she delivers each day, anchored by strong client relationships. She’s dedicated to simplifying the financial planning process, considering how financial solutions will impact and preserve families’ legacies, and leading with the utmost integrity and honesty.
Brianne Squibb recently transitioned into a new role at UBS, now serving as Team Administrator supporting Greg Mayeux and Joy Pascoe.
She began her career in financial services in 2000 as an intern while attending the University of Cincinnati, where she earned a degree in Business Administration with a focus in Finance and International Business. Over the past 25 years, Brianne has held a variety of client service and operational roles—including Senior Wealth Strategy Associate, Senior Registered Client Service Associate, Investment Analyst, Branch Office Administrator, and most recently, Administrative Manager for the Ohio Indy Kentucky market. In that role, she managed branch operations and implemented service standards to ensure superior client experiences.
Her experience includes building and maintaining financial plans, selecting appropriate investment vehicles, monitoring risk profiles, conducting market research, and supporting daily service and operational needs. Brianne is passionate about developing strong client relationships and delivering timely, accurate support.
With a well-rounded background across both the investment and support sides of the business, she brings a unique skill set to her current role and looks forward to ensuring smooth operations for Greg and Joy’s team.
Prior to joining UBS, Brianne worked at Smith Barney, Morgan Stanley, and Merrill Lynch. A native of Dayton, Ohio, she now lives in a northern Cincinnati suburb with her husband of 19 years and their two teenage children, who are active in club swimming, wrestling, and lacrosse.
Chelsea thrives in collaborative environments where growth and connection are valued. With a bachelors degree in International Business and minor in Management from Marietta College, she brings a global perspective and enjoys working with mentors and peers who challenge her to grow both personally and professionally. Before transitioning into her current role, Chelsea worked in clubhouse management at the Camargo Club in Cincinnati, Ohio, where she developed a strong foundation in hospitality, client service, and team leadership.
Chelsea is passionate about supporting her team and delivering exceptional experiences for clients. She is proactive, dependable, and always willing to lend a hand to ensure smooth outcomes and lasting partnerships. As she continues to grow in her career, Chelsea plans to pursue her Series 7 and Series 66 licenses to deepen her expertise and better serve clients.
Now based in Loveland, Ohio - just a short drive from her hometown Milford, Ohio - Chelsea enjoys her time outside of work going to concerts, cooking new dishes, and spending quality time with friends and family.
Kitty is a Senior Registered Client Service Associate with many years of brokerage firm experience. Her career has been centered around customer care and exceptional client service.
She is a lifelong resident of Miamisburg and enjoys spending time with her children and grandchildren.
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.

What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution? Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.

Talking about future financial responsibility can be an emotional and challenging topic for families. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.

Wealth is more than your investments. It’s the sum of your aspirations for your life, family and future. With our account services, you, as our client, can pursue goals with more confidence because you can see how all your financial activities work together. It’s your wealth, your way.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.
March 05, 2026
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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