Senior Vice President–Wealth Management
Financial Advisor
Duane Ohly is dedicated to a consultative approach and active portfolio management to help his clients reach their goals.
As a Portfolio Manager and Retirement Plan Consultant, Duane brings a wealth of experience to his role at UBS. After studying Accounting and Marketing at Bowling Green State University, he entered the financial services business. He started his career at Merrill Lynch in 1991 and joined UBS in 2009.
Duane and his wife Jane live in Sandusky and have three children. When not serving his clients, Duane enjoys boating skiing and travelling.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Duane Ohly is dedicated to a consultative approach and active portfolio management to help his clients reach their goals.
As a Portfolio Manager and Retirement Plan Consultant, Duane brings a wealth of experience to his role at UBS. After studying Accounting and Marketing at Bowling Green State University, he entered the financial services business. He started his career at Merrill Lynch in 1991 and joined UBS in 2009.
Duane and his wife Jane live in Sandusky and have three children. When not serving his clients, Duane enjoys boating skiing and travelling.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Brett Kinzel is passionate about helping clients articulate and prioritize their needs and aspirations and then putting together a plan to pursue them.
Brett holds a bachelor's degree in Journalism which he earned at the University of Minnesota. He began his career at Merrill Lynch in 1994 and joined UBS in 2009.
In the summer months, Brett enjoys boating and golf. He is a longtime volunteer at the YMCA and served several terms as Board President. He also volunteers at the United Way and coaches youth basketball. He and his wife live in Perkins Township, Ohio and have three grown children.
Senior Vice President–Wealth Management
Financial Advisor
Brett Kinzel is passionate about helping clients articulate and prioritize their needs and aspirations and then putting together a plan to pursue them.
Brett holds a bachelor's degree in Journalism which he earned at the University of Minnesota. He began his career at Merrill Lynch in 1994 and joined UBS in 2009.
In the summer months, Brett enjoys boating and golf. He is a longtime volunteer at the YMCA and served several terms as Board President. He also volunteers at the United Way and coaches youth basketball. He and his wife live in Perkins Township, Ohio and have three grown children.
Senior Client Associate
Rebecca has been proudly providing service support to clients since 1985.
She began her career at Prescott, Ball & Turben and since that time has worked for several leading firms. She passed her Series 7 securities exam in 2000 and the Series 66 in 2005. She joined UBS in 2009.
Rebecca is the proud parent of a son and daughter and lives in Sandusky, Ohio. In her spare time she loves snow skiing, golfing, boating and running.
Senior Client Associate
Rebecca has been proudly providing service support to clients since 1985.
She began her career at Prescott, Ball & Turben and since that time has worked for several leading firms. She passed her Series 7 securities exam in 2000 and the Series 66 in 2005. She joined UBS in 2009.
Rebecca is the proud parent of a son and daughter and lives in Sandusky, Ohio. In her spare time she loves snow skiing, golfing, boating and running.
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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