Financial planning tailored to your goals

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Richard J. Mettman

    Richard J. Mettman

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NY
    • OH
    • OK
    • PA
    • SC
    • TX
    • VA
    • WI
    • WV

    As one of a small number of UBS Financial Advisors who have earned the designation of “Wealth Advisor", Rick is eminently qualified to provide highly personalized wealth management services to his clients. More than 45 years ago, Rick began his career at Gradison & Company, where he was instrumental in the development and management of Gradison mutual funds and in building their 401(k) capabilities. He is a graduate of Xavier University, where he earned a B.S./B.A. in economics. Rick was a trustee of the Gradison Retirement Savings Plan and a board member of Gradison & Company.

          8044 Montgomery Road
          The Towers At Kenwood
          Cincinnati, OH 45236
        • Lee G. Benmlouka

          Lee G. Benmlouka, CFP, CRPS

          Managing Director–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • MI
          • MO
          • MT
          • NC
          • NJ
          • NY
          • OH
          • OK
          • PA
          • SC
          • TN
          • TX
          • VA
          • WI
          • WV

          Lee focuses on serving the wealth management needs of high net worth and ultra high net worth individuals. He also concentrates on helping small and medium-sized businesses with their corporate retirement plan needs. Lee joined UBS in 2007. Before becoming a part of the Mettman Wealth Management team, he specialized in sales for UBS’s securities backed lending business. A graduate of Michigan State University, Lee began his career as an engineer for Colgate-Palmolive. Read full bio

          • Forbes Best-in-State Wealth Advisors, 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.

              8044 Montgomery Road
              Suite 100W
              Cincinnati, OH 45236
            • Cody T. Nesbitt

              Cody T. Nesbitt

              Senior Wealth Strategy Associate

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              • AZ
              • CA
              • CO
              • DC
              • DE
              • FL
              • GA
              • IL
              • IN
              • KS
              • KY
              • LA
              • MA
              • MD
              • MI
              • MO
              • MT
              • NC
              • NJ
              • NY
              • OH
              • OK
              • PA
              • SC
              • TX
              • VA

              Cody began at UBS in February of 2015 as a member of Mettman Wealth Management.  He works with the team to specialize in lending, insurance, and implementing tailored investment solutions to fit all of our client's needs. Cody is originally from Paducah, KY and has a BBA in Finance from the University of Kentucky and an MBA in International Business from Xavier University. Cody holds a Series 7 and 66 security license.  Outside the office, Cody enjoys traveling, skiing, and watching sports.

                    8044 Montgomery Road
                    Suite 100W
                    Cincinnati, OH 45236
                  • Taylor

                    Taylor N. Hoffman, CFP

                    Senior Wealth Strategy Associate

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                    • AZ
                    • CA
                    • CO
                    • DC
                    • DE
                    • FL
                    • GA
                    • IL
                    • IN
                    • KS
                    • KY
                    • LA
                    • MA
                    • MD
                    • MI
                    • MO
                    • MT
                    • NC
                    • NJ
                    • NY
                    • OH
                    • OK
                    • PA
                    • SC
                    • TX
                    • VA

                    Taylor joined Mettman Wealth Management as a Senior Wealth Strategy Associate in 2023. She has been in the financial services industry since 2014 and earned her CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. in 2016. She uses the knowledge gained through this designation to assist clients in thorough retirement planning, risk management, and estate planning services. Taylor played college soccer and graduated with a finance degree from Xavier University. She lives in Centerville with her husband, Trent, and son, Chase. They enjoy all things sports and traveling to Hilton Head and Disney World.

                          8044 Montgomery Road
                          The Towers At Kenwood
                          Cincinnati, OH 45236

                        Mettman Wealth Management distinguishes itself with both financial experience and personal service.  We take great pride in developing relationships that span decades and generations.  With such discerning clients, we know that longevity is the greatest validation of our efforts.

                        From coast to coast, we work closely with our private and institutional clients to help achieve their objectives both today and in the future.  Our clients look to us for our 40 plus years of experience and the resources brought to bear by a truly global firm.

                        We are intensely committed to:

                        • Understanding your individual needs, goals and tolerance for risk so that you will feel confident in the financial decisions you make
                        • Recommending solutions designed to help pursue your wealth planning needs
                        • Working with you to implement these recommendations
                        • Adjusting strategies as needed to suit your evolving needs
                        • Acting on your behalf, with integrity and respect for your concerns and privacy
                        Globe

                        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.

                        Are markets going "Back to the Future"?

                        Debt ceiling and inflation

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                        Exceptional financial strength and stability

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                        Modern Retirement Monthly

                        3 strategies to improve your after-tax wealth potential

                        Taxes can be a burden in retirement, but you have options to manage them. Read the latest Modern Retirement Monthly to learn how you can make the most of your retirement savings using strategies such as Roth conversions, life insurance and qualified charitable distributions.

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                        $3.9 trillion

                        In invested assets globally 
                        As of 12/31/2022

                        51 countries

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