The power of investing now

Get your financial future on track

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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The good news is, you’re succeeding

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Turn possibilities into a plan

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A leading global wealth manager

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

More than 160 years

offering financial advice

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Insights

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.

  • Michael O. Leamon - Profile Photo

    Michael Leamon

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • SC
    • TN
    • TX
    • VA
    • WA

    Experience and Discipline

    Michael follows a simple, yet disciplined, approach to managing equity portfolios for his clients, and enjoys working on a daily basis with other UBS Financial Advisors across the United States. As Senior Portfolio Manager for RiverView Investment Group, he designs customized equity portfolios that meet each client's specific investment objectives, tolerance for risk, and cash flow requirements. Throughout Michael's 24 years in the industry he has specialized in designing and managing customized portfolios for affluent investors. He began his career in financial services in 1997 with McDonald Investments, Inc., which was later acquired by UBS. 

    Credentials

    In addition to earning the Certified Public Accountant (CPA) designation, Michael holds a B.A. in political science from John Carroll University in University Heights, Ohio. He also holds Series 7, 63, and 65 securities licenses.

    Outside of Work

    Michael lives in Rocky River, Ohio with his wife, Ellen, their two sons, Jim and John, their daughter, Mary, and their dogs, Bernie and Wally.

      • John Carroll University, B.A. in political science
      • Senior Portfolio Manager
      • Series 7, 63 and 65 Securities Licenses
      Investing
      Custom portfolios
      18500 Lake Road
      Suite 400
      Rocky River, OH 44116
      michael.leamon@ubs.com
      Michael Leamon
      18500 Lake Road,Rocky River,OH,44116