Lasting relationships. For all that matters

Staats Rizor Financial Group - Team Photo

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

rowing

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.

  • David P. Staats - Profile Photo

    David P. Staats, ChFC

    Senior Vice President–Wealth Management

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    A native of Norton, Ohio, David has called Bath Township home since 1997.  He earned a Bachelor of Science Degree in Finance from the University of Akron, and previously was an instructor at the University teaching continuing education for 10 years.  David has earned the designation of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College.

    David is a dedicated husband and father to his two daughters.  He is involved in his community and charity organizations, including West Akron Kiwanis and Western Reserve Land Conservancy.  Away from the office, David enjoys exercising and ocean fishing.

    David has worked in the financial services industry for over 25 years.  He began his career with Prudential Insurance as an insurance agent and then as a manager. In 1992, David began working at UBS Financial Services, Inc. (formerly PaineWebber Inc.) . He truly enjoys his job.  He also owns Quality Rentals, LLC, investment real estate.  David has been awarded Senior Portfolio Manager, President Club Qualifier for over 12 years, Mid-American All Star, and Pacesetter Club Qualifier over 20 years.

        • Chartered Financial Consultant
        175 Montrose West Avenue
        3rd Floor
        Akron, OH 44321
      • Donna Rizor Longfellow - Profile Photo

        Donna Rizor Longfellow

        Vice President–Wealth Management

        Financial Advisor

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        Donna has been in the financial services industry for nearly 40 years.  In 1980, she began her career with UBS (formerly PaineWebber, Inc.) in operations and has been a Financial Advisor since 1993.  Donna has been awarded Vice President - Wealth Management.

        Donna is a native of Norton, Ohio and is very involved in the community.  She is currently President of Wolf Creek Players, past Treasurer of the Norton Music Boosters, and past Secretary of the Akron Area Soap Box Derby.  Donna is also involved in V-Day, an international organization to stop violence against women and girls.

        Away from the office, Donna enjoys spending time with her musician husband Tim, daughter Gray, and their dogs and cats, and her involvement in community theater

              175 Montrose West Avenue
              3rd Floor
              Akron, OH 44321
            • Robert Wilson - Profile Photo

              Robert Wilson

              Senior Wealth Strategy Associate

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              Born and raised in Sharon, PA, Bob attended nearby Gannon University, earning his Bachelor of Science degree in Corporate Finance.

              Bob has called Akron, OH, home for the past 35 years. He enjoys traveling with his wife, watching sports and volunteering. Bob actively volunteers at Good Neighbors Food Pantry and is also a trustee. He is an advocate for the Akron Community Foundation to manage charity funds for the future--and has established his own advisor funds there. Bob is a member of the N.E.X.T. Leadership Akron Class #1.

              Bob has worked in the financial services industry for over 40 years. He began his career with the municipal bond firm C. C. Collings in Philadelphia, PA. In 1980, Bob began working for McDonald Investments, which then became part of KeyBank Corp., a UBS predecessor firm. His focus is in municipal bonds and fixed income investments. His specialty is working with individuals to achieve capital appreciation through the purchase of all types of income investments.

                    175 Montrose West Avenue
                    3rd Floor
                    Akron, OH 44321
                  • Brent Malone - Profile Photo

                    Brent Malone

                    Financial Advisor

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                    Brent Malone joined the Staats Rizor Financial Group in July 2016 as a Financial Advisor.

                    Brent grew up in Barberton, Ohio, and now resides in Jackson Township. He earned his Master of Business Administration (MBA) from Texas A&M University-Commerce while graduating with Beta Gamma Sigma honors. He loves spending time with his wife Joy, and son Travis. They enjoy traveling and attending sporting events. Brent has a long history of volunteering in various youth development programs and is very active in his local community. He won a silver medal in the Junior Olympics in Tae Kwon Do and was a track and field standout and coach.

                    Brent's passion for investing was evident as far back as his teen years. Inspired by a college professor who had worked as a stockbroker on Wall Street, he has devoted many years of his life to further expanding his investment knowledge. Another talent Brent brings to the team is his creative knowledge of marketing.  Brent truly enjoys helping people develop and achieve their financial goals. 

                          175 Montrose West Avenue
                          3rd Floor
                          Akron, OH 44321

                        The Year Ahead - Sustainable Investing

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

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