Your evolving business

Comprehensive wealth management for business owners

Person standing on mountaintop

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Lift mountains

UBS Year Ahead 2026

Escape velocity?

Our Chief Investment Office presents its outlook for the new year in the 2026 edition of Year Ahead.

Stocks are rising on AI momentum, but inflation and national debt pose new challenges. Let’s review the research together and find the best solutions for the year ahead—and beyond.

Read the report

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, CEPA, CIMA, CRPS

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI

    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. 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, 2022, 2023, 2024, 2025The 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, 2024, 2025, 2026The 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.

    • Wright State University
    • CERTIFIED FINANCIAL PLANNER
    • Chartered Retirement Planning Counselor
    • Certified Exit Planning Advisor
    • Certified Investment Management Consultant
    Retirement planning
    Exit planning
    Business succession
    Investing
    Multi-generational families
    Business owners
    3601 Rigby Road
    Miamisburg, OH 45342
    greg.mayeux@ubs.com
    Greg Mayeux, CFP, CEPA, CIMA, CRPS
    3601 Rigby Road,Miamisburg,OH,45342
  • joy

    Joy Pascoe CFP

    Senior Wealth Strategy Associate

    • image
    • image
    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MI
    • NM
    • OH
    • OR
    • SC
    • TN
    • VA

      • Bowling Green State University
      • CERTIFIED FINANCIAL PLANNER
      • Chartered Life Underwriter
      Financial planning
      Legacy planning
      Long-term care planning
      Estate planning strategies
      Retirement Plan consulting
      Women investors
      3601 Rigby Road
      Miamisburg, OH 45342
      joy.pascoe@ubs.com
      Joy Pascoe CFP
      3601 Rigby Road,Miamisburg,OH,45342
    • Brianne Squibb

      Brianne Squibb

      Associate Director

      Team Administrator

      • image
      • image
      • image
      • AK
      • AZ
      • CO
      • DE
      • FL
      • ID
      • IN
      • KS
      • LA
      • MI
      • MN
      • MS
      • NM
      • NY
      • OH
      • WA
      • WI

      Brianne Squibb recently transitioned into a new role at UBS, now serving as Team Administrator supporting Greg Mayeux and Joy Pascoe.

      She began her career in financial services in 2000 as an intern while attending the University of Cincinnati, where she earned a degree in Business Administration with a focus in Finance and International Business. Over the past 25 years, Brianne has held a variety of client service and operational roles—including Senior Wealth Strategy Associate, Senior Registered Client Service Associate, Investment Analyst, Branch Office Administrator, and most recently, Administrative Manager for the Ohio Indy Kentucky market. In that role, she managed branch operations and implemented service standards to ensure superior client experiences.

      Her experience includes building and maintaining financial plans, selecting appropriate investment vehicles, monitoring risk profiles, conducting market research, and supporting daily service and operational needs. Brianne is passionate about developing strong client relationships and delivering timely, accurate support.

      With a well-rounded background across both the investment and support sides of the business, she brings a unique skill set to her current role and looks forward to ensuring smooth operations for Greg and Joy’s team.

      Prior to joining UBS, Brianne worked at Smith Barney, Morgan Stanley, and Merrill Lynch. A native of Dayton, Ohio, she now lives in a northern Cincinnati suburb with her husband of 19 years and their two teenage children, who are active in club swimming, wrestling, and lacrosse.

            3601 Rigby Road
            Miamisburg, OH 45342
            brianne.squibb@ubs.com
            Brianne Squibb
            3601 Rigby Road,Miamisburg,OH,45342
          • C. Luciano

            Chelsea Luciano

            Client Associate

            • image
            • image

              Chelsea thrives in collaborative environments where growth and connection are valued. With a bachelors degree in International Business and minor in Management from Marietta College, she brings a global perspective and enjoys working with mentors and peers who challenge her to grow both personally and professionally.  Before transitioning into her current role, Chelsea worked in clubhouse management at the Camargo Club in Cincinnati, Ohio, where she developed a strong foundation in hospitality, client service, and team leadership.

              Chelsea is passionate about supporting her team and delivering exceptional experiences for clients. She is proactive, dependable, and always willing to lend a hand to ensure smooth outcomes and lasting partnerships. As she continues to grow in her career, Chelsea plans to pursue her Series 7 and Series 66 licenses to deepen her expertise and better serve clients.

              Now based in Loveland, Ohio - just a short drive from her hometown Milford, Ohio - Chelsea enjoys her time outside of work going to concerts, cooking new dishes, and spending quality time with friends and family.

                    3601 Rigby Road
                    Miamisburg, OH 45342
                    chelsea.luciano@ubs.com
                    Chelsea Luciano
                    3601 Rigby Road,Miamisburg,OH,45342
                  • Kitty Kakas

                    Kitty Kakas

                    Senior Registered Client Associate

                    • image
                    • image
                    • AZ
                    • CO
                    • FL
                    • GA
                    • IL
                    • IN
                    • MI
                    • NC
                    • NY
                    • OH
                    • SC
                    • TX

                    Kitty is a Senior Registered Client Service Associate with many years of brokerage firm experience.  Her career has been centered around customer care and exceptional client service. 

                    She is a lifelong resident of Miamisburg and enjoys spending time with her children and grandchildren.

                          3601 Rigby Road
                          Miamisburg, OH 45342
                          kitty.kakas@ubs.com
                          Kitty Kakas
                          3601 Rigby Road,Miamisburg,OH,45342

                        Defining your priorities. Pursuing what matters.

                        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                        Three generations on beach

                        From success to succession

                        Business Owner in entryway

                        Advice for business owners & entrepreneurs

                        Family on back porch

                        Wealth transfer across generations

                        Clients sitting with advisor

                        Empower your investments

                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        $6.9 trn

                        UBS Group invested assets
                        As of 10/29/2025

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a leading and truly global wealth manager

                        Connecting you to the deep resources of UBS

                        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                        Mountain climbers on peak at sunrise

                        A leading global wealth manager

                        House View Monthly

                        Three generations in apple orchard

                        Turn possibilities into a plan

                        Insights

                        This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                        Go to privacy settings