Senior Vice President–Wealth Management
Financial Advisor
Deb has been with the firm for over 46 years. Her areas of focus include money management, retirement and estate planning, and assisting clients in pursuing their long-term investment objectives. Deb is also a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Deb has been with the firm for over 46 years. Her areas of focus include money management, retirement and estate planning, and assisting clients in pursuing their long-term investment objectives. Deb is also a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Mark has been with UBS for over 23 years, working with clients to construct portfolios that pursue their long-term goals. Service to existing clients is also a priority, as well as analyzing a client's retirement and college funding needs. Mark is a CERTIFIED FINANCIAL PLANNERTM (CFP®)
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Mark has been with UBS for over 23 years, working with clients to construct portfolios that pursue their long-term goals. Service to existing clients is also a priority, as well as analyzing a client's retirement and college funding needs. Mark is a CERTIFIED FINANCIAL PLANNERTM (CFP®)
Recognized as an industry leader:
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
Credentials
Client Associate
Nathan joined UBS in 2019 after graduating with a BS in finance from Kent State University. He assists clients with paperwork and disbursements while he completes the firm's Financial Advisor Training Program. He is also active in the community, participating in the Erie Ambassador Program.
Client Associate
Nathan joined UBS in 2019 after graduating with a BS in finance from Kent State University. He assists clients with paperwork and disbursements while he completes the firm's Financial Advisor Training Program. He is also active in the community, participating in the Erie Ambassador Program.
Senior Client Associate
Gail has been with UBS for over 25 years and focuses on client service. She is the primary point of contact regarding account questions, statements, and documents.
Senior Client Associate
Gail has been with UBS for over 25 years and focuses on client service. She is the primary point of contact regarding account questions, statements, and documents.
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
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
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