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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.
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.
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
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.
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
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
