Financial planning

Tailored to your goals

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As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

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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.

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    Terry Zaas

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MS
    • NC
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    Terry has been in the investment industry for more than 39 years. He is one of a small number to earn the title of Wealth Advisor, a designation that qualifies him to provide highly personalized service to his clients. Terry directs the group's overall investment strategy and management. He is experienced in serving the wealth management needs of affluent individuals, their families and their businesses.

          5007 Horizons Dr.
          Suite 200
          Upper Arlington, OH 43220
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          Eric Singer

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • IA
          • IL
          • IN
          • MD
          • ME
          • MI
          • NC
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI
          • WV

          Eric directs the group's corporate services division, which focuses on retirement plan consulting. Eric also coordinates the team's strategic partnership with the UBS Investment Bank and Private Wealth Management. Eric works in conjunction with the team's other advisors to provide portfolio management and financial planning solutions to individual wealth management clients. 

                5007 Horizons Dr.
                Suite 200
                Upper Arlington, OH 43220
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                Kim Cristofoli

                Financial Advisor

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                • AL
                • AZ
                • CA
                • CO
                • CT
                • DC
                • FL
                • GA
                • IA
                • IL
                • IN
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MS
                • NC
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI
                • WV

                      5007 Horizons Dr.
                      Suite 200
                      Upper Arlington, OH 43220
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                      Amanda Helwig

                      Senior Wealth Strategy Associate

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                            5007 Horizons Dr.
                            Suite 200
                            Upper Arlington, OH 43220
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                            Rebecca Singer

                            Client Associate

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                                  5007 Horizons Dr.
                                  Suite 200
                                  Upper Arlington, OH 43220
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                                  Justin Kuntz

                                  Client Associate

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                                          5007 Horizons Dr.
                                          Suite 200
                                          Upper Arlington, OH 43220

                                        Focus on liquidity management

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                                        UBS and Credit Suisse—stronger than ever

                                        Legacy—Wealth for others

                                        For needs that go beyond your own—to help you improve the lives of others

                                        What will your legacy be?
                                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                        Learn more at ubs.com/wealthway.

                                        Backed by the strength of UBS

                                        A global leader in wealth management

                                        $3.9 trillion

                                        In invested assets globally 
                                        As of 12/31/2022

                                        51 countries

                                        Our global footprint

                                        Global leader

                                        UBS is a world-leading wealth manager

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