Lasting relationships. For all that matters

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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.

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  • Stephen Fish Individual Headshot

    Stephen Fish

    Managing Director–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    Stephen Fish is a Managing Director at UBS. He began his career on Wall Street at Morgan Guaranty Trust Company and Brown Brothers, Harriman & Company. After more than twenty successful years at Hilliard Lyons, Stephen moved to UBS Financial Services, Inc. to further enhance his clients' experiences and access more sophisticated trading capabilities.  Stephen has over thirty years of investment experience in all financial markets and advises his clients through discretionary investment management.

    Stephen is a graduate of The Johns Hopkins University with a B.S. with concentrations in Economics and Philosophy. He also attended the MBA program at the Stern Graduate School of Business at New York University. At Hilliard Lyons he earned the designation Chartered Wealth Advisor (CWA) in 2003, after completing an extensive program concerning various aspects of wealth management. He maintains several Financial Industry Regulatory Authority licenses, including the Series 7, 24, 63 & 65.

     

    • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        8044 Montgomery Road
        Suite 100W
        Cincinnati, OH 45236
      • Jeanine Toney Individual Headshot

        Jeanine Toney

        Senior Client Associate

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        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • KY
        • MA
        • MI
        • MN
        • MS
        • MT
        • NE
        • NY
        • OH
        • PA
        • TX
        • WA
        • WV

        Jeanie joined UBS in 1995 as a Client Service Associate and joined Stephen Fish's team in June 2019.  In this role she serves the administrative and operational needs of our clients and team.  Jeanie enjoys getting to know our clients and providing excellent customer service.  She has been in the financial services industry for over 30 years. 

        Jeanie is a Cincinnati native.  She enjoys gardening and spending time with her grandchildren.

              8044 Montgomery Road
              Suite 100W
              Cincinnati, OH 45236
            • Jack Dowling Individual Headshot

              Jack Dowling

              Client Associate

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              • TN

              Jack joined UBS in 2021 as a Branch Service Associate and joined Stephen Fish's team in September of 2022. As an expert in the administrative and operational needs of our clients and team, he energetically answers clients' questions and concerns in a timely manner. He also serves as the team's Technology Liaison.

              Jack graduated from Middlebury College with a B.S. in Economics. He was a member of the Middlebury men's swim team for four years. In his free time, he enjoys watching sports and being outdoors with his dogs, Boo and Lily. He currently holds the Series 7 and 66 licenses.

                    8044 Montgomery Road
                    The Towers At Kenwood
                    Cincinnati, OH 45236

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