Jefferson Cronan is a financial advisor at UBS Financial Services with two years of industry experience. Before joining UBS in 2024, he worked at Service Electric Company for three years and EPB for five years. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Daniel Russo is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Bank of America, N.A. and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and a range of capital markets services to tailor strategies to clients’ goals and risk tolerances.

Louis Close is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves on the board of directors for Bolder Option, a youth mentorship organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Gregory Blumenkranz is a CFP® and Series 66 licensed advisor with 18 years of experience, currently practicing at UBS Financial Services in New York, NY since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients' goals and risk tolerances.

David Lee is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Danko Education and Cruz Noellien & Associates, LLC, and spent eight years at Chef Lee's, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Nicholas Bollas is a financial advisor with UBS Financial Services in Wellesley, MA, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

German Ramirez De Arellano is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at UBS Securities LLC, Credit Suisse Securities (USA) LLC, LionGrove LLC, and Greenhill & Co., LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Karlyn Wright is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocation to tailor investment strategies to clients’ goals and risk tolerances.

Suzanne Frazier is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets operations.

Agustin Sola is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo Clearing and Grupo Supervielle. His background also includes academic roles at UNC Chapel Hill and Universidad Torcuato Di Tella. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances.

Norman Fisher is a financial advisor with UBS Financial Services in Tulsa, OK, holding a Series 63 designation and bringing 46 years of industry experience. His career includes 17 years at UBS and 17 years at Morgan Stanley entities prior to that. He serves on the Board of Directors for The First Tee of Tulsa, a nonprofit organization that provides youth educational programs through golf. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering both discretionary and non-discretionary portfolio management.

Bradford Shaffer is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he is involved in a private jet charter business as a pilot. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Michael Brooks is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner at Brooks Law PLLC, where he engages in select pro bono and non-financial legal matters and occasionally presents at Texas law schools on how to complete law school and pass the Bar Exam as a nontraditional student. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Terrell Pohlmeier is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he serves as the treasurer for Boy Scouts Pack 903, managing the pack’s funds. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

Christopher Hartnett is a financial advisor with UBS Financial Services in Atlanta, Georgia, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith Incorporated. Outside of his advisory work, he advises his wife on business planning for her interior design company, Markey Design Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and uses proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Mary Joanne Bevill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2008. Bevill also serves as an officer and director of Wilson Properties, a closely held family corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and research to tailor wealth management solutions. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory functions.

William Kennon is a Series 66–licensed financial advisor with 11 years of industry experience. He is currently with UBS Financial Services in Atlanta, GA, where he has worked since 2023. Prior to UBS, he was employed at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of services supported by proprietary research and comprehensive capital markets platforms.

Shawn Higley is a financial advisor at UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes positions at LPL Financial LLC and Level Four Advisory Services LLC. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jarrett Strickland is a financial advisor at UBS Financial Services with 14 years of industry experience. He has held positions at MSC Insurance Group and Investacorp Advisory Services before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, tailored investment solutions.

Urban Hubert is a CFP® designated financial advisor with UBS Financial Services in Plymouth, MI, bringing 61 years of industry experience. He has been with UBS Financial Services since 1963. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.