Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
Stephanie brings tremendous wealth management experience and knowledge to families, executives, professionals, business owner clients requiring expert assistance with financial, estate and retirement planning. She has been part of the industry for over 35 years and has earned a reputation for providing skilled and practical guidance through all market environments.
Stephanie possesses years of fixed income and option strategy expertise for clients demanding such advice and execution. She began her long career at The Ohio Company and then joined McDonald Investments in 1994. In the mid-2000's, UBS AG acquired McDonald Investments where she has continued serving her clientele with distinction.
She graduated from The Ohio State University with a degree in business administration. Stephanie is a lifetime member of The Ohio State Alumni Association, past board member of the Resurrecting Lives Foundation and a supporter of Goodwill Industries International.
With her free time, Stephanie enjoys golfing, working out and spending time with her family.
Education
Senior Vice President–Wealth Management
Stephanie brings tremendous wealth management experience and knowledge to families, executives, professionals, business owner clients requiring expert assistance with financial, estate and retirement planning. She has been part of the industry for over 35 years and has earned a reputation for providing skilled and practical guidance through all market environments.
Stephanie possesses years of fixed income and option strategy expertise for clients demanding such advice and execution. She began her long career at The Ohio Company and then joined McDonald Investments in 1994. In the mid-2000's, UBS AG acquired McDonald Investments where she has continued serving her clientele with distinction.
She graduated from The Ohio State University with a degree in business administration. Stephanie is a lifetime member of The Ohio State Alumni Association, past board member of the Resurrecting Lives Foundation and a supporter of Goodwill Industries International.
With her free time, Stephanie enjoys golfing, working out and spending time with her family.
Education
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
