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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Gregg entered the financial services industry in 1992 because he wanted to make the wealth planning process easy for individual clients to understand and implement. His focus is on retirement cash flow planning strategies. Clients unique goals are reviewed annually using the UBS Financial Goal Analysis financial planning tool. They also receive monthly market updates and quarterly investment strategy updates. Gregg provides his clients with services that anticipate their financial needs. He and his wife, Maureen, live in Independence, OH with their children Conor and Quinn.
Personal & Community
Education
Senior Vice President–Wealth Management
Gregg entered the financial services industry in 1992 because he wanted to make the wealth planning process easy for individual clients to understand and implement. His focus is on retirement cash flow planning strategies. Clients unique goals are reviewed annually using the UBS Financial Goal Analysis financial planning tool. They also receive monthly market updates and quarterly investment strategy updates. Gregg provides his clients with services that anticipate their financial needs. He and his wife, Maureen, live in Independence, OH with their children Conor and Quinn.
Personal & Community
Education
Gregg is a partner at The Cleveland Wealth Management Team. Visit our website below:
Team Website
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Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
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UBS is a world-leading wealth manager
