Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Thomas P. Holland - Profile Photo

    Thomas P. Holland, CIMA®

    Senior Vice President–Investments

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • MA
    • MI
    • MN
    • NC
    • NH
    • NY
    • OH
    • TN
    • TX
    • VT

    With more than 45 years experience in the securities business, Tom rejoined UBS in 2006 as a Senior Vice President and as a UBS Institutional Consultant and Senior Portfolio Manager, having been employed as the manager of UBS’ predecessor firm, Paine Webber, in Cleveland for close to 20 years. He received his CIMC® designation in 1989 and was employed by Smith Barney as a Consulting Group Director providing investment advice to 401(k) organizations, pension plans, non-profits and high net worth individuals. Tom is responsible for developing the Investment Strategies that are implemented by our Team. Tom is a lifelong resident of Lakewood, Ohio, a graduate of St Edward High School, where he is a member of the Board of Trustees, and a graduate of Cornell University.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Certified Investment Management Consultant
      • Senior Portfolio Manager
      2055 Crocker Road
      Suite 201
      Westlake, OH 44145
      thomas.holland@ubs.com
      Thomas P. Holland, CIMA®
      2055 Crocker Road,Westlake,OH,44145
    • Mary B. Holland - Profile Photo

      Mary B. Holland

      Associate Director

      Senior Wealth Strategy Associate

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      • FL
      • MA
      • MI
      • NY
      • OH
      • TN

      Mary has over 20 years experience in the financial services industry. Having begun her career in municipal finance, she brings a unique set of skills to working with high net worth individuals, business owners and non profit professional organizations. She has a commitment to the financial planning process and to helping clients understand and meet their long-term goals. She holds Series 7, 63, and 66 securities licenses as well as life, health, long-term care and annuity insurance licenses. Mary is a graduate of Marymount College and has an advanced degree in psychology from the Graduate Faculty New School for Social Research in New York City. 

            2055 Crocker Road
            Suite 201
            Westlake, OH 44145
            mary.holland@ubs.com
            Mary B. Holland
            2055 Crocker Road,Westlake,OH,44145
          • Patrick Holland - Profile Photo

            Patrick J. Holland

            First Vice President–Wealth Management

            Financial Advisor

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            • AL
            • AR
            • AZ
            • CA
            • CO
            • FL
            • GA
            • IA
            • ID
            • IL
            • IN
            • MA
            • MI
            • MN
            • MT
            • NC
            • NH
            • NY
            • OH
            • TN
            • TX
            • VT
            • WA

            Pat joined UBS in October 2016.  He began his career in the insurance industry upon graduating from Ashland University in 2007 with a BSBA in Finance and a minor in Entrepreneurial Studies. In 2014 Pat was employed as a Registered Investment Advisor with a regional financial services firm in Northern Colorado.  He is series 7, 63 and 65 securities licensed and maintains his life, health and annuity licenses.  Pat specializes in financial planning, corporate retirement plans and retail client relations and investment execution. Pat currently resides in Huron, Ohio.

            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              • Portfolio Manager
              2055 Crocker Road
              Suite 201
              Westlake, OH 44145
              patrick.holland@ubs.com
              Patrick J. Holland
              2055 Crocker Road,Westlake,OH,44145
            • brian photo

              Brian K. Cahill

              First Vice President–Wealth Management

              Financial Advisor

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              • AR
              • AZ
              • CA
              • CO
              • CT
              • FL
              • GA
              • IA
              • IL
              • MA
              • MI
              • MN
              • NC
              • NY
              • OH
              • OR
              • TN
              • TX
              • VT
              • WA

              Brian joined UBS in 2006 and offers more than 30 years of experience as an advisor to qualified and non-qualified retirement plans. Throughout his career Brian has focused on both the plan sponsor and plan participants to maximize program effectiveness. At the Plan level Brian serves as a Plan Manager, coordinating all Plan service providers and providing advice to plan sponsors as a fiduciary to the plan’s he serves. Brian believes that attention to plan participants drives better retirement outcomes and Brian interacts with participants on a daily basis. Brian is a Chartered Retirement Plans Specialist (CRPS®).

              • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              • Bowling Green State University, Bachelors in Finance
              • Chartered Retirement Plans Specialist℠
              2055 Crocker Road
              Suite 201
              Westlake, OH 44145
              brian.cahill@ubs.com
              Brian K. Cahill
              2055 Crocker Road,Westlake,OH,44145
            • TJW

              Taylor J. Wolf, AWMA®

              Financial Advisor

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              • AR
              • AZ
              • CA
              • CO
              • FL
              • GA
              • IA
              • IL
              • MA
              • MI
              • MN
              • NC
              • NH
              • NY
              • OH
              • TN
              • TX
              • VT

              Taylor joined UBS as an Associate in the Wealth Planning Development Program in 2019 and received his AWMA® designation that same year. A graduate of the University of South Carolina with a B.S. in Finance and Entrepreneurial Management, Taylor initially worked for Vanguard and then spent time in California working for a talent agency. He is Series 7 and 66 licensed and holds an Ohio Life, Accident and Health License.  Taylor currently lives in Lakewood and enjoys playing hockey and golf and working out in his free time. 

              • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              • University of South Carolina, Finance & Entrepreneurial Management
              • Accredited Wealth Management Advisor℠
              2055 Crocker Road
              Suite 201
              Westlake, OH 44145
              taylor.wolf@ubs.com
              Taylor J. Wolf, AWMA®
              2055 Crocker Road,Westlake,OH,44145
            • Jill L. Braford - Profile Photo

              Jill Braford, FPQP

              Wealth Management Associate

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              • FL
              • OH

              Jill joined UBS in 2006.  She began her career in 1994 working in the operations department at Smith Barney.  In 1997 she became a licensed Sales Assistant handling all aspects of the administration of individual retail and institutional accounts. She joined the Holland Wealth Management Team in 1998. She is responsible for working directly with the team's clients by providing excellent client service, being proactive with clients' needs and earning the trust of clients by providing integrity and excellence to create a memorable client experience. She is Series 7, 63 and 66 licensed and holds the Financial Paraplanner Qualified Professional designation.  She currently resides in Middleburg Hts. Ohio with her 3 children.

                    2055 Crocker Road
                    Suite 201
                    Westlake, OH 44145
                    jill.braford@ubs.com
                    Jill Braford, FPQP
                    2055 Crocker Road,Westlake,OH,44145

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                  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.

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