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Michael Kern

Senior Vice President–Wealth Management

Financial Advisor

Mike began his career in the life and health insurance industry. He soon realized he could simplify these sometimes complex financial products so that people could understand their importance. Mike’s mission in wealth management is to understand his clients’ needs and goals in order to enable them to make the best possible investment decisions.

Mike and his wife, Nancy, have three children and eleven grandchildren. He is a lifelong resident of Greater Cincinnati. Mike enjoys spending time with his family and playing golf.

Licenses: Series 3, 7, 8, 63, 65, life and health insurance

Registered States:
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • OH
  • PA
  • TN
  • VA
  • WY

Credentials

  • Certified Investment Management Analyst®
3601 Rigby Road
Miamisburg, OH 45342

Email Me

michael.kern@ubs.com
Michael Kern
3601 Rigby Road,Miamisburg,OH,45342

Michelle Lowe

Senior Wealth Strategy Associate

Michelle is currently a Wealth Strategy Associate with UBS Financial Services on the Kern Team in Cincinnati, Ohio. She has over 19 years of experience in the Financial Services industry.

Michelle and her husband, Sam, have two boys, Trent and Jared.

Licenses: Series 7, 63, 66 & Insurance

Registered States:
  • FL
  • GA
  • ID
  • IN
  • KY
  • MN
  • MT
  • OH
  • PA
  • TN
Home Worker IN
Home Worker IN, IN 000

Email Me

michelle.lowe@ubs.com
Michelle Lowe
Home Worker IN,Home Worker IN,IN,000

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