Let's move forward. Together.

Chess pieces on a chessboard

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.

rowing

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Larry L. Smerglia - Profile Photo

    Larry Smerglia

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IN
    • KY
    • MA
    • MD
    • MI
    • NC
    • NY
    • OH
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA

    Larry is a graduate of Malone University with degree in Management. Joined UBS in 2005 and brings more than 30 years experience in the financial services industry. Larry has been instrumental in the development and start-up of many non-profit foundations in his career. Currently serving as the Board Chairman for the Goodwill of Greater Cleveland and East Central Ohio where Goodwill makes goodskills. He actively supports the community by participating on several charitable and non-profit organizations as an Officer and Director.

      • Malone University, Management
        175 Montrose West Avenue
        3rd Floor
        Akron, OH 44321
      • Matthew Long - Profile Photo

        Matthew Long, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

          • CERTIFIED FINANCIAL PLANNER™
          175 Montrose West Avenue
          3rd Floor
          Akron, OH 44321
        • Timothy L. Manion - Profile Photo

          Timothy L. Manion, CFP

          Senior Wealth Strategy Associate

          • image
          • image
          • image
          • AL
          • CO
          • FL
          • GA
          • IN
          • KY
          • MA
          • MI
          • NC
          • NY
          • OH
          • SC
          • TN
          • TX

          Tim is a graduate of Georgia Tech with a degree in Industrial Management and has a MBA in Finance from University of Akron. Tim also is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He joined UBS in 2001 and has more than 14 years experience in the industry. He focuses on the total financial planning process including tax and estate planning, insurance planning and corporate retirement plans. He also manages clients' liabilities in the form of mortgages, lines of credit and loans.

            • Georgia Tech, Industrial Management
            • University of Akron, MBA in Finance
            • CERTIFIED FINANCIAL PLANNER™
            175 Montrose West Avenue
            3rd Floor
            Akron, OH 44321
          Retirement planning

          Retirement planning

          Are you ready for anything?

          A Liquidity strategy can help.

          In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

          Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          More than 150 years

          offering financial advice

          Insights