Senior Vice President–Wealth Management
Cynthia has been in the forefront of women providing financial advice! Fewer than 3% of financial advisors were women when she entered the field. Her success has been built upon trust, honesty, integrity, and dedication. Relationships span three generations of making decisions with individuals and families on their long term portfolios. The best solutions for wealth management are discussed based on the client’s financial goals and life objectives.
Global travels bring a special perspective on an international scale, while community involvement assures an understanding of the ever-changing local environment. For the past ten years Cynthia has attended the prestigious invitational Barron’s Top Women Advisors Summit giving additional insight into industry opportunities.
Senior Vice President–Wealth Management
Cynthia has been in the forefront of women providing financial advice! Fewer than 3% of financial advisors were women when she entered the field. Her success has been built upon trust, honesty, integrity, and dedication. Relationships span three generations of making decisions with individuals and families on their long term portfolios. The best solutions for wealth management are discussed based on the client’s financial goals and life objectives.
Global travels bring a special perspective on an international scale, while community involvement assures an understanding of the ever-changing local environment. For the past ten years Cynthia has attended the prestigious invitational Barron’s Top Women Advisors Summit giving additional insight into industry opportunities.
Executive Director
Financial Advisor
John started his financial career in 1979. He spent twenty-six years at Morgan Stanley which was known as Dean Witter before the firms merged. His experience includes client portfolio management, branch office management in Ohio and Michigan, and product and services marketing management at Morgan Stanley's corporate offices in New York. John joined UBS Financial Services in 2008. He has managed UBS branch offices in Akron, Pepper Pike, and Cleveland. A graduate of Miami University, John is a fully licensed Financial Advisor also carrying commodities, insurance, and Branch Management licenses.
John resides in Shaker Heights, Ohio with his wife and daughters.
Education
Credentials
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Executive Director
Financial Advisor
John started his financial career in 1979. He spent twenty-six years at Morgan Stanley which was known as Dean Witter before the firms merged. His experience includes client portfolio management, branch office management in Ohio and Michigan, and product and services marketing management at Morgan Stanley's corporate offices in New York. John joined UBS Financial Services in 2008. He has managed UBS branch offices in Akron, Pepper Pike, and Cleveland. A graduate of Miami University, John is a fully licensed Financial Advisor also carrying commodities, insurance, and Branch Management licenses.
John resides in Shaker Heights, Ohio with his wife and daughters.
Education
Credentials
Let's connect
First Vice President–Wealth Management
Steven designs and implements personalized financial, investment, retirement, and estate planning strategies for his clients. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 1992. With careful dedication and a prudent eye towards the future, he believes in total wealth management based upon in-depth research, intellect, and old-fashioned hard work.
As a portfolio manager, Steven applies the knowledge and discipline acquired as a result of his over 33 years of experience in the financial markets to tactically guide his clients through all types of market conditions.
Steven is a past trustee of the Cleveland Institute of Art. He is an accomplished photographer who has won numerous awards.
Credentials
First Vice President–Wealth Management
Steven designs and implements personalized financial, investment, retirement, and estate planning strategies for his clients. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 1992. With careful dedication and a prudent eye towards the future, he believes in total wealth management based upon in-depth research, intellect, and old-fashioned hard work.
As a portfolio manager, Steven applies the knowledge and discipline acquired as a result of his over 33 years of experience in the financial markets to tactically guide his clients through all types of market conditions.
Steven is a past trustee of the Cleveland Institute of Art. He is an accomplished photographer who has won numerous awards.
Credentials
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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