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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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    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KY
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • 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
        joseph.licate@ubs.com
        Joseph Licate
        30050 Chagrin Boulevard,Pepper Pike,OH,44124
      • John Egan

        John Egan

        Executive Director

        Financial Advisor

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        • AK
        • AL
        • 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
        • VA
        • 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
            john.t.egan@ubs.com
            John Egan
            30050 Chagrin Boulevard,Pepper Pike,OH,44124
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          Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

          Learn how you can get involved and make an impact through the UBS Optimus Foundation.

          The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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