Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Zachary Sech

Senior Vice President–Wealth Management

Financial Advisor

Zachary began his career as a Financial Advisor in 1996 and has worked for most of the major investment firms before joining UBS Financial Services in 2008. His focus is to provide an institutional style of portfolio management that involves strategic and tactical asset allocation and utilizing professional money management. Zach works closely with his clients to create a customized financial plan to pursue each client's financial goals and implement a comprehensive investment strategy. Zach develops strong personal relationships with his clients and he feels it is his most valuable asset.

Registered States:
  • AZ
  • FL
  • GA
  • IN
  • KY
  • MA
  • MI
  • NC
  • NJ
  • OH
  • SC
  • TN
  • VA
  • WY

Education

  • B.S., Indiana University Kelley School of Business

Credentials

  • Certified Portfolio Manager®
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
  • (513) 369-4155

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager