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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.

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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

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • 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
        larry.smerglia@ubs.com,michelle.rose@ubs.com
        Larry Smerglia
        175 Montrose West Avenue,Akron,OH,44321
      • Matthew Long - Profile Photo

        Matthew Long, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • ID
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MT
        • NC
        • ND
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
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        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The 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
          matthew.s.long@ubs.com
          Matthew Long, CFP
          175 Montrose West Avenue,Akron,OH,44321
        • Timothy L. Manion - Profile Photo

          Timothy L. Manion, CFP

          Senior Wealth Strategy Associate

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

          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
            tim.manion@ubs.com
            Timothy L. Manion, CFP
            175 Montrose West Avenue,Akron,OH,44321

          Outlook on interest rates

          Global Wealth Report 2024

          Crafted wealth intelligence

          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

          Gain additional insights into the trends shaping wealth in the US and around the world.

          Download the report

          A leader in wealth management

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          $5.8+ trn

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          As of 03/31/2024

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