Financial planning

Tailored to your goals

Pillar rock

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.

  • Terence Zaas

    Terence Zaas

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • LA
    • MD
    • MI
    • MS
    • NC
    • NH
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV
    Terry has been in the investment industry for more than 29 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. Terry is involved locally with Village Academy School and United Way. Outside of the office, he enjoys spending time with his wife, Robin, and their three children.

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

          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 has 13 years experience in the financial services industry. He 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. He is involved locally with the Childhood League and United Way. Outside of the office, he enjoys spending time with his wife, Rebecca, and their two sons.

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

                Amanda Helwig

                Wealth Strategy Associate

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                • OH

                Amanda has been in the financial services industry for over 12 years. Her role on the team is to place trades and track investments.  She also works on special market related projects. Amanda strives to enhance the team’s contact with clients, employing both traditional and technological methods. She is involved locally with the Shepherd Church of the Nazarene youth group and bible studies. Outside the office, Amanda enjoys spending time with her husband, Bryan, and their two children.

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

                      Rebecca Singer

                      Client Associate

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                      • OH

                      Rebecca joined the team in February 2013.  She has over 20 years experience in the finance industry.  Her role on the team is to maintain consistent communication with our clients to ensure that regular meetings are scheduled.  Her responsibilities include preparing for client reviews and the team marketing.  She enjoys spending her time out of the office with her husband, Eric, and their two children.

                            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

                                  The circular economy: What is it?

                                  Retirement planning

                                  Retirement planning

                                  Multigenerational planning

                                  Multigenerational planning

                                  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

                                  $2.8 trillion

                                  In invested assets globally 
                                  As of 06/30/2022

                                  51 countries

                                  Our global footprint

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                                  UBS is a world-leading wealth manager

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