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
          terry.zaas@ubs.com,justin.kuntz@ubs.com
          Terry Zaas
          5007 Horizons Dr.,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
                eric.singer@ubs.com
                Eric Singer
                5007 Horizons Dr.,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
                • MD
                • MI
                • MN
                • NC
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI
                • WV

                      5007 Horizons Dr.
                      Suite 200
                      Upper Arlington, OH 43220
                      kim.cristofoli@ubs.com
                      Kim Cristofoli
                      5007 Horizons Dr.,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
                            amanda.helwig@ubs.com
                            Amanda Helwig
                            5007 Horizons Dr.,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
                                  rebecca.singer@ubs.com
                                  Rebecca Singer
                                  5007 Horizons Dr.,Upper Arlington,OH,43220
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                                  Justin Kuntz

                                  Client Associate

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                                  • OH

                                        5007 Horizons Dr.
                                        Suite 200
                                        Upper Arlington, OH 43220
                                        justin.kuntz@ubs.com
                                        Justin Kuntz
                                        5007 Horizons Dr.,Upper Arlington,OH,43220

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                                      UBS and Credit Suisse—stronger than ever

                                      Global Wealth Report 2024

                                      Crafted wealth intelligence

                                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                      Gain additional insights into the trends shaping wealth in the US and around the world.

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                                      A leader in wealth management

                                      Backed by the strength of our parent company, UBS AG

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                                      51 countries

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                                      UBS is a leading and truly global wealth manager

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