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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
Vice President–Wealth Management
Financial Advisor
Greg has been helping investors meet their financial goals for almost two decades. He has spent the last 18 years with Merrill Lynch as a Vice President / Wealth Management Advisor where he successfully helped clients manage their wealth through all market cycles. He opened the Centerville office for Merrill Lynch as the Manager in 1998 and currently holds Series 8, 63, and 65 Securities as well as Life, Health Insurance and Variable Annuities licenses. He holds the Certified Retirement Plan Counselor (CRPC) designation from the College for Financial Planning. Prior to his employment in the financial service industry, Greg worked for over 10 years as a successful Vice President of Marketing in the commercial real estate industry overseeing projects throughout Ohio, Atlanta, and Florida.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Greg has been helping investors meet their financial goals for almost two decades. He has spent the last 18 years with Merrill Lynch as a Vice President / Wealth Management Advisor where he successfully helped clients manage their wealth through all market cycles. He opened the Centerville office for Merrill Lynch as the Manager in 1998 and currently holds Series 8, 63, and 65 Securities as well as Life, Health Insurance and Variable Annuities licenses. He holds the Certified Retirement Plan Counselor (CRPC) designation from the College for Financial Planning. Prior to his employment in the financial service industry, Greg worked for over 10 years as a successful Vice President of Marketing in the commercial real estate industry overseeing projects throughout Ohio, Atlanta, and Florida.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
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.
$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
