Senior Client Associate
Joining PaineWebber in 1975, Julie has continuously partnered with her team building strong relationships and working to retain our most valued asset, our clientele. Becomming familiar with each individual and building a personal, holistic relationship to ensure our clients's needs are met is the foundation of our service model and of paramount to our practice. Julie is FINRA-registered and holds her Series 7 and 63 securities licenses. A Cincinnati native, she and her husband were married in 1983 and have one daughter and a son.
Senior Client Associate
Joining PaineWebber in 1975, Julie has continuously partnered with her team building strong relationships and working to retain our most valued asset, our clientele. Becomming familiar with each individual and building a personal, holistic relationship to ensure our clients's needs are met is the foundation of our service model and of paramount to our practice. Julie is FINRA-registered and holds her Series 7 and 63 securities licenses. A Cincinnati native, she and her husband were married in 1983 and have one daughter and a son.
Associate Director
Team Administrator
Mary Ann began her career with PaineWebber in 1980 working in the Operations Department. During the ensuing years she held positions with Kidder Peabody Operations and USF&G Marketing Services in the product development and marketing area before returning to PaineWebber 1991 as Operations Manager. In 2004, she moved into the Administrative Manager role overseeing compliance within the branch and in May, 2011, joined the Bitsoff Mohn Wealth Management team now CORE Wealth Management Group. Mary Ann is FINRA-registered and holds her Series 7, 9, 10 and 66 securities licenses, as well as life, health and long-term care insurance licenses. A lifelong resident of Cincinnati, she and her husband Michael were married in 2005.
Associate Director
Team Administrator
Mary Ann began her career with PaineWebber in 1980 working in the Operations Department. During the ensuing years she held positions with Kidder Peabody Operations and USF&G Marketing Services in the product development and marketing area before returning to PaineWebber 1991 as Operations Manager. In 2004, she moved into the Administrative Manager role overseeing compliance within the branch and in May, 2011, joined the Bitsoff Mohn Wealth Management team now CORE Wealth Management Group. Mary Ann is FINRA-registered and holds her Series 7, 9, 10 and 66 securities licenses, as well as life, health and long-term care insurance licenses. A lifelong resident of Cincinnati, she and her husband Michael were married in 2005.
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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