Experience

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.

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.