Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Jean L. Raab - Profile Photo

    Jean Raab

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Jean L. Raab is following in her father John R. Aquilla's footsteps. She attended Kent State University and earned a Bachelor of Business Administration degree, majoring in Finance. Jean began her professional career in the banking industry. In 1993 she joined her father's investment practice at Pierre R. Smith & Co, which has since been acquired by McDonald Investments, Inc. and is now UBS Financial Services Inc. She holds both a securities and insurance license. Jean lives in Sheffield Village, Ohio with her husband Kevin and two children Emily and Jacob.

          2055 Crocker Road
          Suite 201
          Westlake, OH 44145
          jean.raab@ubs.com
          Jean Raab
          2055 Crocker Road,Westlake,OH,44145
        • Christopher M. Green - Profile Photo

          Christopher Green

          First Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • IL
          • IN
          • MA
          • MI
          • MN
          • NC
          • NJ
          • NV
          • NY
          • OH
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI

          Christopher is a Cleveland native. Mr. Green obtained an undergraduate degree in Business and Finance from Mount Saint Mary's University and an M.B.A. from Baldwin-Wallace University. He has worked for National City Bank, KeyBank, McDonald Investments and is currently a securities and insurance licensed Financial Advisor with UBS Financial Services. He has 30 years of Financial Services experience and is part of an Advisory Practice that has been in existence for 60 years. Mr. Green resides in Westlake, Ohio. He and his wife Gina have 4 children: Aidan, Claire, Moira and Sean.

                2055 Crocker Road
                Suite 201
                Westlake, OH 44145
                christopher.m.green@ubs.com
                Christopher Green
                2055 Crocker Road,Westlake,OH,44145
              • Julianna Miller

                Julianna Miller

                Senior Client Associate

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                • CA
                • FL
                • OH

                 

                Julianna is a Senior Registered Client Service Associate who focuses on clients’ administrative and operational needs. She graduated from Kent State University with a degree in business administration, majoring in finance. Julianna holds the Series 7 and 66 securities licenses and has 19 years of experience in the financial services industry.

                Julianna began her career in operations and became a Client Service Associate in 2010. She works directly with clients regarding their administrative needs and enjoys getting to know our clients and making account opening and maintenance as easy as possible for them.

                Julianna lives in Avon with her husband, Aaron, and their two children, Saralyn and Zachary. In her free time, she enjoys camping and spending time with family and friends.

                      2055 Crocker Road
                      Suite 201
                      Westlake, OH 44145
                      julianna.miller@ubs.com
                      Julianna Miller
                      2055 Crocker Road,Westlake,OH,44145

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                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

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