Insight-based advice

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.

books

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • 2024

    John Egan

    Executive Director

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    John has enjoyed a long career in the financial industry spending many years in branch office management roles. He joined UBS in 2008 and has managed UBS branch offices in Akron, Pepper Pike and downtown Cleveland. Before UBS during his 26 years with Morgan Stanley and its predecessor firm Dean Witter,  John served in branch management roles in Ohio and Michigan. John also held positions in product and services marketing management positions at Morgan Stanley’s corporate office in New York City.  John’s long tenure in branch management allowed him to oversee great wealth management practices by experienced financial advisors. John has extensive knowledge of UBS investment solutions and services and holds the Portfolio Manager designation. John is a graduate of Miami University of Ohio with a B.S in Business degree.  As a resident of Shaker Heights, Ohio John values spending time and travelling with his wife Traci and their two adult children.  Outside of work John enjoys golf, running, hiking, movies and is a devoted fan of Cleveland area professional sports teams.   

        • Portfolio Manager
        30050 Chagrin Boulevard
        Suite 200
        Pepper Pike, OH 44124
      • lyns

        Lyndsey Fern

        Senior Client Associate

        • image
        • image
        • image
        • OH

        In her role as the team’s Senior Client Service Associate, Lyndsey brings over 17 years industry experience as well as a high level of energy, professionalism and dedication to working with the team and its clients. With her wide range of knowledge regarding financial services, she communicates regularly with people to answer questions and address any issue they may have. She enjoy building strong relationships with clients and their families and helping them meet important financial goals.

        Lyndsey graduated from The Ohio State University where she obtained her B.S. with focus on Family Financial Management. She began her career in 2005 as an Investment Associate with McDonald Investments Inc., which became UBS Financial Services in 2007. She currently holds FINRA Series 7 license and is an integral part of developing customized client strategies, with a focus on the discovery process in regard to financial planning.

        Lyndsey and her husband, Phil, reside in Mentor, OH with their three children. Outside of the office, she enjoys travel and outdoor activities with family and friends.

              30050 Chagrin Boulevard
              Suite 200
              Pepper Pike, OH 44124

            A focus on personalized access and service

            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

            Focus on liquidity management

            Portfolio management

            Portfolio management

            CIO House View monthly livestream

            Multicultural

            Invest to advance

            Let’s build the future of multicultural wealth. Together.

            Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

            Backed by the strength of UBS

            A global leader in wealth management

            $5+ trillion

            In invested assets globally 
            As of 11/07/2023

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

            Insights