Experience

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.

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.