How can you pursue what matters most?

Person standing on mountaintop

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Adult couple on cell phone

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.

  • Raymond

    Raymond Nepa

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    Anna joined UBS and the Nepa/Susco team in October of 2022. She has worked in the securities industry since 2006, when she graduated from the University of Pittsburgh with a bachelor’s degree in Communications. Anna's focus is on client service; she is happy to assist clients with account related questions and transactions. She holds her Series 7 and 66 licenses. Anna also assists with trading support. She has resided in the North Hills of Pittsburgh all her life and currently lives there with her husband, Ryan, and their three kids, Shelby, Waylon, and Walker. In her spare time, she likes to soak up time with her family and enjoys cooking and baking.

          500 Grant Street
          BNY Mellon Center
          Pittsburgh, PA 15219
        • Jennifer

          Jennifer Susco, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IA
          • ID
          • IL
          • IN
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WV

          Jennifer works with high net worth individuals, business owners, and charitable organizations, building long term relationships and providing intellectual insights on wealth strategies. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, an Executive Certificate in Financial Planning from Duquesne University, as well as a Certified Private Wealth Advisor Certificate from the University of Chicago Booth School of Business Executive Education. Jennifer focuses on long term client relationships, retirement planning, education funding, as well as wealth accumulation and wealth preservation strategies. She holds the Series 3, 7, and 66 securities licenses, in addition to her health and life insurance licenses.

          Jennifer began her career at UBS in 2007 and shortly after was navigating the rocky waters of the financial crisis with clients. In the Summer of 2018, Jennifer completed the Wealth Advisor Designation at UBS, which is designed to engage exceptional advisors with the best resources available to help them, broadening their high net worth relationships. 

          In addition to providing wealth planning services, Jennifer serves as the Vice President of the Georgetown Club of Pittsburgh. She served as the past co-chair of the United Way Personal and Professional Development team and as an alumni interviewer for Georgetown University. She is an active member at St. Martha and Mary Parish, a member of the Duquesne Club, serving on the Women of the Club Committee, and is an advocate of Women's Leadership in the community. Most recently, Jennifer joined the Humane Animal Rescue Board of Pittsburgh. She currently resides in Allison Park with her husband, Joe, daughter, Lillian, and mini Goldendoodle, Palmer. She enjoys the performing arts, playing golf, tennis, and traveling with her family and friends.

          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
          • Forbes America’s Top Women Wealth Advisors, 2020, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
          • Forbes Best-in-State Women Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

              500 Grant Street
              BNY Mellon Center
              Pittsburgh, PA 15219
            • Jeffrey

              Jeffrey Mull

              Account Vice President

              Financial Advisor

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              • FL
              • GA
              • IL
              • MD
              • NC
              • OH
              • PA
              • SC
              • TN
              • WV

              Jeff has worked in the financial industry for over 30 years. He enjoys providing the highest level of wealth management for his clients and their families drawing from the broad knowledge offered here at UBS. Jeff is a graduate of the University of Pittsburgh with a B.S in business, and he is actively involved with the SERRA Club of Greensburg. Jeff has three daughters and four grandchildren, and he resides in Irwin, PA with his wife.

                    500 Grant Street
                    BNY Mellon Center
                    Pittsburgh, PA 15219
                  • Julia

                    Julia Munchel, CFP

                    Financial Advisor

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                    • AZ
                    • CA
                    • CO
                    • CT
                    • FL
                    • GA
                    • IA
                    • ID
                    • IL
                    • IN
                    • LA
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • MO
                    • NC
                    • NJ
                    • NM
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • RI
                    • SC
                    • TN
                    • TX
                    • UT
                    • VA
                    • VT
                    • WA
                    • WV

                    Julia joined the Nepa/Susco team after two years of industry experience with a regional firm.  Her primary focus is helping clients to find solutions for their financial needs. Julia works with clients to identify their goals and develop and implement long term financial plans tailored to their individual situations. In addition, Julia oversees the daily operations of the team to ensure a high level of service to our clients. Julia holds the Series 7 and 66 securities licenses, as well as health and life insurance licenses. In 2018 Julia completed the Executive Certificate in Financial Planning program through Duquesne University and now holds the CERTIFIED FINANCIAL PLANNER™ designation. She graduated from the University of Pittsburgh with a B.S. in finance and a minor in economics. Julia lives in the North Hills of Pittsburgh with her husband, Steve, and their daughter, Cecilia. In her spare time, Julia enjoys cooking, reading, and spending time with family and friends.

                     

                          500 Grant Street
                          BNY Mellon Center
                          Pittsburgh, PA 15219
                        • Kaitlyn

                          Kaitlyn Leininger, CFP

                          Client Associate

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                          • CA
                          • CO
                          • CT
                          • FL
                          • GA
                          • IA
                          • IL
                          • IN
                          • MA
                          • MD
                          • NC
                          • NJ
                          • NY
                          • OH
                          • PA
                          • SC
                          • TN
                          • TX
                          • VA
                          • WV

                          Kaitlyn joined The Nepa/Susco Team as a Registered Client Service Associate in July of 2020. She has been with UBS since 2018. Kaitlyn's focus is on client service; she is available to assist clients with account related questions and transactions. She holds her Series 7 and 66 licenses as well as her health and life insurance licenses. Kaitlyn also assists with trading support. Most recently, Kaitlyn obtained her Certified Financial Planner designation in March of 2021. Kaitlyn graduated from Penn State's Smeal College of Business with a degree in finance. Growing up in the North Hills, she is a Pittsburgh native. Kaitlyn supports Vitalant, a nonprofit blood donation center, and Penn State's Dance Marathon which helps fight childhood cancer. In her free time, she enjoys the outdoors, traveling, and spending time with her family and friends.

                                500 Grant Street
                                BNY Mellon Center
                                Pittsburgh, PA 15219
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                                Anna Rodgers

                                Client Associate

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                                • CA
                                • CO
                                • FL
                                • GA
                                • IL
                                • MA
                                • NC
                                • NJ
                                • NY
                                • OH
                                • PA
                                • SC
                                • TX
                                • VA
                                • WA
                                • WV

                                Anna joined UBS and the Nepa/Susco team in October of 2022. She has worked in the securities industry since 2006, when she graduated from the University of Pittsburgh with a bachelor’s degree in Communications. Anna's focus is on client service; she is happy to assist clients with account related questions and transactions. She holds her Series 7 and 66 licenses. Anna also assists with trading support. She has resided in the North Hills of Pittsburgh all her life and currently lives there with her husband, Ryan, and their three kids, Shelby, Waylon, and Walker. In her spare time, she likes to soak up time with her family and enjoys cooking and baking.

                                      2200 Georgetowne Drive
                                      Suite 600
                                      Sewickley, PA 15143

                                    A focus on personalized access and service

                                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                    The Year Ahead - Sustainable Investing

                                    Retirement planning

                                    Retirement planning

                                    Multigenerational planning

                                    Multigenerational planning

                                    Legacy—Wealth for others

                                    For needs that go beyond your own—to help you improve the lives of others

                                    What will your legacy be?
                                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                    Learn more at ubs.com/wealthway.

                                    Backed by the strength of UBS

                                    A global leader in wealth management

                                    $2.8 trillion

                                    In invested assets globally 
                                    As of 06/30/2022

                                    51 countries

                                    Our global footprint

                                    Global leader

                                    UBS is a world-leading wealth manager