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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
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.
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.
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.
Education
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
