An experienced and committed team

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.

Joy applies a deep well of complex financial knowledge to helping her clients enjoy simplicity with their wealth. She’s driven to help her clients’ families with their ongoing needs in relation to the market. As Senior Wealth Strategy Associate, she works on behalf of clients to find solutions to develop their estate and financial planning strategies, collaborate with clients’ CPAs and advisors for holistic financial wellness, develop and update plans, review tax-planning strategies, and provide general financial expertise.

Prioritizing clients’ needs and responding directly to their life changes and to financial changes at large, Joy focuses her business on comprehensive financial planning for individuals. She provides guidance on insurance and annuities, and has substantial experience in finance and investments. She holds a bachelor’s degree from Bowling State University, and previously served as regional Chief Financial Officer for United Healthcare.

With Mayeux Wealth Management, Joy takes pride in our team’s commitment to helping families enjoy experiences in life and feel confident in the necessary finances that support those goals. Trust, creativity, and compassion underscore the services she provides on a daily basis. She’s dedicated to simplifying the financial planning process, considering how financial solutions will impact and preserve families’ legacies, and leading with the utmost integrity and honesty.