Let's move forward. Together.

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.

Plans

Timothy Giglio

Senior 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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • B.A. in Business Administration, University of Cincinnati

Credentials

  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Financial planning
Education planning
Retirement planning
Philanthropy
Legacy planning
Investing
Securities-backed lending
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

Email Me

Timothy Giglio is also part of:
Northwest Wealth Management Group

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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