Lasting relationships

Understanding what matters most to you

Family photos on shelf

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Family photos

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.

  • Edward-Sui

    Edward Sui

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    Ed joined UBS during the autumn of 2002, totaling over 30 years of experience as a Financial Advisor in the industry. He focuses on the relationship using custom tailored portfolio construction and management. He believes in the power of equities, dividends, and the wisdom of sector allocation. Ed is a graduate of Michigan State University and father of three. His free time passions include family, music, art, military history, and hockey.

     

    • Barron's Top 1,200 Financial Advisors, 2015
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • Michigan State University
      2301 West Big Beaver Road
      Somerset Place Office Building
      Troy, MI 48084
    • Colleen

      Colleen Scribner

      Client Associate

      • image
      • image

        Colleen has 15 years of financial industry experience with UBS.  She has an extensive background in Operations.  Colleen is committed to ensuring all client daily account needs are managed properly.

              2301 West Big Beaver Road
              Somerset Place Office Building
              Troy, MI 48084
            • Arthur-Fader

              Arthur Fader

              Senior Client Associate

              • image
              • image
              • AK
              • CA
              • FL
              • IL
              • MI
              • MS
              • NY
              • TX
              • VA
              • WA

              Arthur joined UBS in 1999 as a Financial Advisor and subsequently as a Senior Registered Client Services Associate. He has his Series 7, 63, and 65 Securities Licenses as well as his Life and Health Insurance Licenses. Arthur's knowledge of a broad range of financial services and products, and his commitment to customer service helps him seek the trust and respect of management, co-workers, and most importantly, clients.

               

                    2301 West Big Beaver Road
                    Somerset Place Office Building
                    Troy, MI 48084
                  • Kathryn Halonen

                    Kathryn Halonen

                    Investment Associate

                    • image
                    • image
                    • image
                    • AZ
                    • CA
                    • CT
                    • FL
                    • IL
                    • MI
                    • NY
                    • SC
                    • WA

                    Kathryn joined UBS in 1998 as an Investment Associate. She holds the Certified Financial Planner designation. Kathryn specializes in Advanced Planning and Investment Management. She and her husband, Jonas, have two sons; Jacob and Joshua.

                          2301 West Big Beaver Road
                          Somerset Place Office Building
                          Troy, MI 48084
                        • image

                          Clark Sui Wonders

                          Financial Advisor

                          • image
                          • image
                          • image
                          • MI

                          Clark joined UBS in 2021 as a Financial Advisor holding the Series 7 and 66 securities licenses. He received his Bachelor’s degree from the Elliott School of International Affairs at The George Washington University. Before joining UBS, Clark spent 10 years working in the private sector in Hong Kong. He and his wife, Stephanie, have three children; Drake, Pierce and Rhodes.

                            • The George Washington University
                              2301 West Big Beaver Road
                              Somerset Place Office Building
                              Troy, MI 48084

                            Defining your priorities. Pursuing what matters.

                            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                            Retirement planning

                            Retirement planning

                            The Year Ahead - Sustainable Investing

                            Multigenerational planning

                            Multigenerational planning

                            Insights

                            A way forward

                            Understanding your life, your wealth and what you want to accomplish.

                            We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                            Let's talk about how we can help you plan for the life you want

                            Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager