Let's move forward. Together.

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.

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.

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.