Experience

Jeff is committed to never losing focus on his team’s ultimate pursuit of helping people manage their life savings. (Investment accounts are a top priority for most of his clients; second only to their family.) He continues to earn the trust of clients every day by acting in their best interests, and designing comprehensive, customized financial plans aligned to their objectives and goals. Jeff strives to provide the right solutions for each client to better enable them to handle whatever life may bring them.

Jeff has always been interested in financial investments. In 2007, he turned that interest into a career by becoming a Financial Advisor.

As a Financial Advisor, Jeff genuinely cares about the well-being of each client, and enjoys getting to know them as an individual—not just as a client. It’s gratifying to him when he helps a client achieve their aspirations, such as being able to make work an option instead of a necessity.

Born and raised in Cincinnati, Jeff attended Anderson High School. He later graduated Magna Cum Laude from Thomas More University with a bachelor’s degree in Business Administration and a concentration in investment finance.

Jeff and his wife, Stacie, have been married for 13 years, and have seven children together (Juliet, Andie, Eve, David, Thomas, Sadie and Maria). Being a father is important to him. You’ll often find him spending time with his children participating in activities such as fishing, swimming, camping or backpacking.

The Stanley family keeps their faith close to them, and gives back to their community by volunteering at their local parish.

Mitch Edwards is a Senior Vice President and Financial Advisor for UBS. The Stanley Edwards Group has been recognized by Shook research as Best Team State of Ohio for 2023 and 2024.

Mitch provides comprehensive financial planning for pre-retirees, retirees and business owners covering areas such as investments, insurance and lending. He acts as a financial coordinator and advocate for his clients using a direct, down-to-earth approach and service-oriented philosophy. He honorably served in the United States Air Forces, and strives to apply the organization’s motto of “Integrity First, Service Before Self and Excellence In All We Do” when working with clients.

Mitch takes great pride when he can help clients realize their goals can be attainable—such as retiring on their own terms. His process of working with clients allows him to consult with individuals throughout the country in a personalized, hands-on manner.

As a youth, Mitch witnessed how making both good and bad financial decisions can not only impact an individual’s life but those around them, as well as on society in general. This later inspired him to become a Financial Advisor. He began his career in financial services in 2007 with Merrill Lynch. He joined Morgan Stanley in 2013 before joining UBS in 2026.

While Mitch was born and raised in North Carolina, he graduated from the University of Houston Business School with a B.A. degree in Business Administration with a concentration in Finance.

Mitch believes that balance is the key to life. He’s been happily married to his wife, Michelle, since 2007, and is the proud father of three daughters (Megan, Emily and Sarah) and one son (Noah). He enjoys being involved with youth sports, including coaching youth basketball.