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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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Derek Vance

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CO
- FL
- GA
- IN
- KY
- MO
- NC
- OH
- OK
- SC
- TN
- TX
- WA
Derek joined UBS in January of 2014 with a focus on helping clients with investment and insurance needs. Derek has been in the financial services industry serving as a Financial Advisor since 2006. Within the Vance Financial Group, Derek focuses on financial planning, investment research and building strong client relationships.

Derek and his wife Cady along with their two young children live on a small horse farm near Caesar Creek where they are active in their church and community.
- Wright State University, Organizational Leadership
3601 Rigby Road
Miamisburg, OH 45342

derek.vance@ubs.com

Derek Vance

3601 Rigby Road,Miamisburg,OH,45342
Cynthia Hovell

Client Associate
View bio
Cindy is a skilled and experienced Client Service Associate. She joined UBS in 2019 and was new to the industry. She is a graduate of Ohio University with a BS in Human and Consumer Sciences. Cindy enjoys working with the clients and is committed to providing them with exceptional service and building long lasting relationships.

Cindy works closely with financial advisors to ensure that clients receive the highest level of care and attention. She is committed to staying up-to-date on the latest industry trends and best practices, and is always looking for ways to improve the client experience.

Cindy resides in Springboro with her husband Jeff. Between the two of them they have 5 kids, two of which are hers, Ben, and Cara.

If you would like to learn more about her work, schedule a consultation or connect with her on LinkedIn
3601 Rigby Road
Miamisburg, OH 45342

cynthia.hovell@ubs.com

Cynthia Hovell

3601 Rigby Road,Miamisburg,OH,45342

Derek Vance

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CO
- FL
- GA
- IN
- KY
- MO
- NC
- OH
- OK
- SC
- TN
- TX
- WA
Derek joined UBS in January of 2014 with a focus on helping clients with investment and insurance needs. Derek has been in the financial services industry serving as a Financial Advisor since 2006. Within the Vance Financial Group, Derek focuses on financial planning, investment research and building strong client relationships.

Derek and his wife Cady along with their two young children live on a small horse farm near Caesar Creek where they are active in their church and community.
- Wright State University, Organizational Leadership
3601 Rigby Road
Miamisburg, OH 45342

derek.vance@ubs.com

Derek Vance

3601 Rigby Road,Miamisburg,OH,45342
Cynthia Hovell

Client Associate
View bio
Cindy is a skilled and experienced Client Service Associate. She joined UBS in 2019 and was new to the industry. She is a graduate of Ohio University with a BS in Human and Consumer Sciences. Cindy enjoys working with the clients and is committed to providing them with exceptional service and building long lasting relationships.

Cindy works closely with financial advisors to ensure that clients receive the highest level of care and attention. She is committed to staying up-to-date on the latest industry trends and best practices, and is always looking for ways to improve the client experience.

Cindy resides in Springboro with her husband Jeff. Between the two of them they have 5 kids, two of which are hers, Ben, and Cara.

If you would like to learn more about her work, schedule a consultation or connect with her on LinkedIn
3601 Rigby Road
Miamisburg, OH 45342

cynthia.hovell@ubs.com

Cynthia Hovell

3601 Rigby Road,Miamisburg,OH,45342

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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UBS Group invested assets
As of 06/30/2024

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