How can you pursue what matters most?

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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.

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

    Having worked in the financial services industry for over 35 years, Ray has gained broad based experience, particularly in serving the wealth management needs of affluent individuals, families, business executives, and professionals. In addition, he works closely with nonprofits and foundations where his experience can be utilized. Nepa/Susco's goal is to provide their clients with the highest level of service in the following areas: investments, risk management, estate planning strategies, and tax advantaged investing strategies. Outside of work, Ray supports a number of organizations, including the University of Pittsburgh.  Ray lives in Washington county with his wife, Patricia. 

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        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
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NJ
        • NM
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • 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, 2022, 2023The 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, 2020The 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 Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Best-in-State Women Wealth Advisors, 2022, 2023, 2024The 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
            • 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
                  • FL
                  • GA
                  • IA
                  • ID
                  • IL
                  • IN
                  • KY
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • NC
                  • NJ
                  • NM
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • 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 and their daughter. In her spare time, Julia enjoys cooking, reading, and spending time with 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.

                            Focus on liquidity management

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                            UBS and Credit Suisse—stronger than ever

                            Managing wealth is our craft

                            We’re committed to understanding what wealth means for you.

                            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $5+ trillion

                            In invested assets globally 
                            As of 11/07/2023

                            51 countries

                            Our global footprint

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                            UBS is a world-leading wealth manager

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