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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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  • Joseph Licate

    Joseph Licate

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KY
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA

    Joe has been working with high net worth individuals for over 30 years designing and implementing financial plans. He began his career in 1978 At Dean Witter which subsequently became Morgan Stanley. Joe was a Senior Vice President and Wealth Advisor at Morgan Stanley. In 2008 he joined UBS Financial where he leads our team in providing quality wealth management solutions. Joe is a fully licensed securities broker. He also has his commodity and insurance licenses. He has attended classes at the American College and Wharton School of Business.

        • Senior Portfolio Manager
        30050 Chagrin Boulevard
        Suite 200
        Pepper Pike, OH 44124
      • John Egan

        John Egan

        Executive Director

        Financial Advisor

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        • AK
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • PA
        • RI
        • SC
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV

        John started his financial career in 1979. He spent twenty-six years at Morgan Stanley which was known as Dean Witter before the firms merged. His experience includes client portfolio management, branch office management in Ohio and Michigan, product and services marketing management at Morgan Stanley's corporate offices in New York. John joined UBS Financial Services in 2008. A graduate of Miami University, he is a fully licensed Financial Advisor also carrying commodities, insurance and Branch Management licenses. John resides in Shaker Hts Ohio with his wife and daughters.

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

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

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          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

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          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

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          UBS is a world-leading wealth manager