Financial planning

Tailored to your goals

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.

Terry Zaas

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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
Eric Singer

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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
Kim Cristofoli

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- 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
Amanda Helwig

Senior Wealth Strategy Associate
View bio
- OH
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

amanda.helwig@ubs.com

Amanda Helwig

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

Client Associate
View bio
- OH
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

rebecca.singer@ubs.com

Rebecca Singer

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

Client Associate
View bio
- OH
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

justin.kuntz@ubs.com

Justin Kuntz

5007 Horizons Dr.,Upper Arlington,OH,43220

Terry Zaas

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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
Eric Singer

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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
Kim Cristofoli

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- 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
Amanda Helwig

Senior Wealth Strategy Associate
View bio
- OH
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

amanda.helwig@ubs.com

Amanda Helwig

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

Client Associate
View bio
- OH
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

rebecca.singer@ubs.com

Rebecca Singer

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

Client Associate
View bio
- OH
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

justin.kuntz@ubs.com

Justin Kuntz

5007 Horizons Dr.,Upper Arlington,OH,43220

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.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$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

Financial planning

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Pursuing your goals together

Terry Zaas

Eric Singer

Kim Cristofoli

Amanda Helwig

Rebecca Singer

Justin Kuntz

Terry Zaas

Eric Singer

Kim Cristofoli

Amanda Helwig

Rebecca Singer

Justin Kuntz

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Education

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Turn possibilities into a plan

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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