Lasting relationships. For all that matters

The Market Edge Wealth Management Group

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.

mountain climbers

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.

  • Joseph Molloy Profile Photo

    Joseph Molloy

    Senior Vice President–Wealth Management

    Branch Manager

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    I began advising business owners, corporate executives, and physicians in the early '90's.  Managing the investments of the families we work with will always be a critical component of what we do, but during the past nearly thirty years, I've learned how important tax minimization, cash-flow, healthcare expenses, and estate planning, while maximizing philanthropic contributions, are to a family's optimal financial future.  Every family we work with has unique challenges and opportunities, and it's our commitment to utilize UBS' deep resources along with our team's personal intellectual capital to responsibly handle them.   

    Education:

    1991: BA, University of Michigan, Ann Arbor - Economics

      • University of Michigan, Ann Arbor , BA - Economics
        730 Penniman Avenue
        Plymouth, MI 48170
      • Scot Pardo Profile Photo

        Scot Pardo, CFP

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NM
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        Scot joined UBS in 2009, and as a founding partner of The Market Edge Wealth Management Group, he is responsible for maintaining client relationships and portfolio management duties. Previous to his role at UBS, Scot spent seven years at Smith Barney in Ann Arbor. While at Smith Barney, Scot was a Senior Portfolio Manager and Financial Advisor. Previous to Smith Barney, Scot spent seven years at Merrill Lynch.

        Scot has both his Bachelor of Arts and Masters in Business Administration in Finance from Wayne State University. Scot earned the prestigious Chartered Financial Planner (CFP®) designation in 2007 which attests to his dedication to enhancing his knowledge in wealth planning strategies to better serve his clients. Scot also specializes in global portfolio management including the "Market Edge" investment suite. Scot has three grown sons, a grandson, and resides in Pinckney with his wife of 28 years.

          • Wayne State University, MBA
          • Wayne State University, BBA
          • Senior Portfolio Manager
          730 Penniman Avenue
          Plymouth, MI 48170
        • Jonathan Montville Profile Photo

          Jonathan Montville

          Senior Wealth Strategy Associate

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          • MI

          After graduating from business school in early 2008, I began my financial career in the midst of one of the largest market downturns we've experienced in generations.  At the time, I was working as an analyst at JPMorgan for institutional clients including municipal and corporate pension plans, endowments, and foundations.  That lesson in portfolio risk management, and, more important, patience with a long-term outlook, is a main focus of mine when partnering with families. 

          Education:

          2008:  BBA, Ross School of Business at the University of Michigan, Ann Arbor, Distinction

          - Big Ten All Academic Conference, varsity hockey

          - Scholar Athlete Award, University of Michigan Athletic Department

          2017-Present: University of Detroit Mercy Law, Juris Doctorate

          - Dean's Academic Scholarship

            • Ross School of Business at the University of Michigan, Ann Arbor, BBA
              730 Penniman Avenue
              Plymouth, MI 48170
            • Sharen Wilson Profile Photo

              Sharen Ann Wilson

              Senior Client Associate

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                Sharen and her husband Todd reside in Ypsilanti with their daughter, Shelby, who currently attends Washtenaw Community College. In their spare time, Sharen and Todd enjoy traveling and relaxing with family.

                Sharen started her career in the financial services industry in 1994 with Beacon Investment Company in Ann Arbor, Michigan. She has held various roles in the industry from a wire operator to an assistant operations manager during her twenty-two year tenure. In 2016, she joined UBS after serving eleven years at Morgan Stanley.

                The team’s success is dependent upon the individuals of the team working happily and efficiently together. Sharen serves as the Chief Operations Officer/Team Administrator for the team. As Senior Client Service Associate, Sharen is responsible for keeping the team organized and their final output coordinated. She accomplishes this through tracking the team’s collective and individual tasks and goals, monitoring performance and results, encouraging efficiency and excellence, assisting with business planning and coordinating team meetings and events.

                      730 Penniman Avenue
                      Plymouth, MI 48170
                    • Krista Ondayko Profile Photo

                      Krista Ondayko

                      Client Associate

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                      • MI

                      Krista, and her husband, Michael, reside in Plymouth with their two daughters Kortney and Natalie. Both of their daughters are attending college; Kortney at Grand Valley State University and Natalie at School Craft College. Krista enjoys gardening, and spending time outside in the sun with her friends and family.

                      Krista graduated from Madonna University where she obtained her Bachelors of Science in Psychology. She then received her certification as a Registered Social Worker and spent time specializing in Mental Health. After taking time to be a stay at home mom, Krista joined the financial services industry with UBS Financial Services in 2012.

                      At UBS, Krista is the first point of contact for the Plymouth branch's clients. She handles the Plymouth Office's operations and administration. In addition, she coordinates and implements marketing practices and events for her team. Finally, Krista organizes the branch's community outreach program including events with the Salvation Army, Open Door Pantry, and other local charities.

                        • Madonna University, Bachelors of Science in Psychology
                          730 Penniman Avenue
                          Plymouth, MI 48170

                        The Year Ahead - Sustainable Investing

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        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

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager