A legacy for generations

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What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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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.

  • james

    Greg Mayeux, CFP, CIMA, CRPS

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • MA
    • ME
    • MI
    • MT
    • NC
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA

    Greg is a Financial Advisor with UBS Financial Services in Dayton, Ohio. He joined the firm in April 2013 to better help his clients manage and protect their wealth. At UBS, Greg holds the titles of First Vice President - Wealth Management and Senior Managed Account Consultant. Greg has spent over 20 years in the Investment Management and Consulting business. His industry tenure began in 1992, with a Cowen, Greene & Ladd internship, while simultaneously working to obtain his Bachelor of Science Degree in Business from Wright State University. After graduation, he joined Merrill Lynch as a Financial Advisor where he rose to the position of Senior Financial Advisor and was recognized by the firm with membership in the Merrill Lynch Executive's Club. In 2001, Greg joined Smith Barney where he remained through the merger and name change of the firm to Morgan Stanley. His accomplishments at Smith Barney and Morgan Stanley are notable.

    Greg earned the Senior Investment Management Consultant designation which recognizes him for his skill in providing customized consulting services for High Net Worth Individuals, Institutions and Family Offices. Beyond this designation, Greg has achieved a number of industry designations and titles which set him apart as an extraordinary industry professional including Certified Investment Management Analyst (CIMA®) designation in 2001 from the Investment Management Consultants Association (IMCA) through the Wharton School of Business. Greg obtained the Chartered Retirement Plan Specialist (CRPS®) designation in 2007 from the College for Financial Planning. Greg has been a CERTIFIED FINANCIAL PLANNER™ Certificant since 2011. His industry experience and academic credentials position him to provide a wide ranging set of benefits to the clients he serves. Greg is dedicated to the highest code of ethics, best practices and a passionate commitment to client service.

    • Forbes Best-in-State Wealth Advisors, 2022The 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.

    • Wright State University
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Consultant
    • Chartered Retirement Plans Specialist℠
    3601 Rigby Road
    Miamisburg, OH 45342
  • joy

    Joy Pascoe

    Senior Wealth Strategy Associate

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    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • MA
    • MI
    • NC
    • OH
    • PA
    • SC
    • TN
    • VA

    Joy is a financial planning associate with Mayeux Wealth Management at UBS Financial Services. Joy focuses her practice on Comprehensive Financial Planning for individual clients; and provides guidance in the areas of insurance and annuities. Formerly with United Healthcare as a Chief Financial Officer and McGohan Brabender as Chief Operating Officer, Joy has considerable knowledge in the areas of finance, insurance and investments. Joy is a Certified Public Accountant, has obtained the Certified Financial Planner certification and the Chartered Life Underwriters certification. Based in Dayton, Ohio, Joy received her undergraduate degree from Bowling Green State University.

     

    Joy and her husband Gary live in Miamisburg, Ohio and have two grown children. Joy and Gary volunteer for and support South Community, Inc.; the Miamisburg Schools Education Foundation; and numerous other community and church-related committees.

      • Bowling Green State University
        3601 Rigby Road
        Miamisburg, OH 45342

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      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.

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      $2.8 trillion

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      As of 06/30/2022

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