Experience

Makes all the difference

Michael McKay

Senior Vice President–Wealth Management

Financial Advisor

CA Insurance Lic: OE32960

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IN
  • KY
  • LA
  • MD
  • MI
  • MO
  • MS
  • NC
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Xavier University, Marketing, M.B.A.
  • Louisiana State University, Chemical Engineering, B.S.

Credentials

  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Retirement planning
Education planning
Estate planning strategies
Structured products
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

Email Me

Kelsey McKay

Financial Advisor

Registered States:
  • CA
  • CO
  • CT
  • FL
  • IL
  • IN
  • KY
  • LA
  • MD
  • MI
  • MO
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WY
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

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Heather Mardis

Investment Associate

Heather joined UBS in 2008. She has 25 years experience in the financial services industry. Heather holds Series 7 and Series 66 securities licenses and is insurance licensed in Life, Health, Accident & Variable Annuities.

Registered States:
  • FL
  • KY
  • NY
  • OH
  • TX
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

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Lorelei Elisabeth Tumino

Client Associate

Accredited Asset Management Specialist

Lorelei joined UBS in 2016. She has 10 years experience in the financial services industry. Lorelei holds Series 7 and Series 66 securities licenses and is insurance licensed in Life, Health, Accident & Variable Annuities. She has also earned her AAMS® (Accredited Asset Management Specialist) designation through the College for Financial Planning.

Registered States:
  • CA
  • FL
  • GA
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX

Credentials

  • Accredited Asset Management Specialist
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

Email Me