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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
First Vice President–Wealth Management
Financial Advisor
Tim’s career in financial services began in 1991 when he joined Gradsion, which later became a part of UBS in 2007. His areas of experience include financial planning, taxable and tax-free fixed income investments, individual stocks and mutual funds. A Cincinnati native and Clifton resident, Tim received his bachelor’s degree in Business Administration from the University of Cincinnati. He is very passionate about the arts in Cincinnati, and serves on boards of trustees for CCMpower and the Cincinnati Symphony Orchestra where he chairs the endowment investment committee. Tim also serves on committees for Artswave and the Greater Cincinnati Foundation.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Timothy Giglio is also part of:
Northwest Wealth Management Group
Lets connect
First Vice President–Wealth Management
Financial Advisor
Tim’s career in financial services began in 1991 when he joined Gradsion, which later became a part of UBS in 2007. His areas of experience include financial planning, taxable and tax-free fixed income investments, individual stocks and mutual funds. A Cincinnati native and Clifton resident, Tim received his bachelor’s degree in Business Administration from the University of Cincinnati. He is very passionate about the arts in Cincinnati, and serves on boards of trustees for CCMpower and the Cincinnati Symphony Orchestra where he chairs the endowment investment committee. Tim also serves on committees for Artswave and the Greater Cincinnati Foundation.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Timothy Giglio is also part of:
Northwest Wealth Management Group
Lets connect
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
