Julio Perez Krause is a Series 66 licensed financial advisor with UBS Financial Services in Miami, FL, with 10 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides access to proprietary research and capital markets services.

James Cross is a financial advisor at UBS Financial Services with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages conflicts when providing fee-based advisory services.

Jake Long is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at RealtySouth and experience at the University of Alabama and Spain Park High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

John Uehling is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. 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 uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Kenneth Goldhoff is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as co-chair of the Allocations Committee for the Jewish Federation of Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and access to institutional trading capabilities alongside wealth management.

Devin Meucci is a financial advisor at UBS Financial Services in Mukilteo, WA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients with 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, providing a broad range of capital markets and advisory solutions.

Julia Harrison is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. 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 a range of financial planning and portfolio management solutions, supported by proprietary research and model-based asset allocations.

James Herring is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He worked at Goldman, Sachs & Co. for 35 years prior to joining UBS in 2024. Outside of his advisory role, he serves as President of the Board of Directors for two New York City apartment cooperatives and is Chair of the Board for Redeemer City to City, a global church planting ministry. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad platform that includes proprietary research, capital markets services, and affiliated banking programs.

Brian Sable is a financial advisor with UBS Financial Services in Purchase, NY, holding a Series 66 license and 21 years of industry experience. He has been with UBS since 2012. Outside of his advisory work, he is a partner in Greene County Properties LLC, investing in residential construction projects in the Catskill region for resale. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations to tailor client plans.

Veronica Lizeth Montalvo is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a range of capital markets and research resources.

Corinne Crabs is a financial advisor at UBS Financial Services with 38 years of industry experience. She has worked at UBS since 2008. Outside of her advisory role, she serves as Director of the Heritage Society and Director of the Rainier Arts and Library Foundation at The Rainier Club, and she will be a part-time junior varsity tennis coach at Holy Names Academy in April 2024. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Russell Cory Jr. is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in residential property management as a landlord. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Joel Guzman is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at American Express and AmeriCorps. His background also includes roles at Rutgers University and Best Buy Co. Inc. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jayce Lambert is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held positions at Bentley University, The College of the Holy Cross, The Westminster School, and Thayer Academy. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

William Feeney is a financial advisor at UBS Financial Services in Northbrook, IL, with 43 years of industry experience. He has been with UBS since 1989 and previously worked at Drexel Burnham Lambert. Feeney holds Series 63 and Series 65 licenses. 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 a broad range of capital markets and research resources.

Talon Van Wert is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 registrations and 18 years of industry experience. His prior work includes roles at Fisher Investments, Bank of America, Merrill, and T. Rowe Price. 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 employs proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Alfonso Barros is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with UBS since 2018 and previously worked as a self-employed advisor from 2016 to 2018. Outside of his advisory role, Barros serves as Trustee and Treasurer on the Board of Directors for El Museo del Barrio, a museum focusing on Latino and Latin American art in New York City. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management solutions.

Robert Lauer is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and capital markets platforms.

Jillian Kane is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation. Prior to joining UBS, she worked in digital marketing and held various roles in hospitality and fitness. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans based on clients’ goals and risk tolerances.

David Schoen is a CFP® and Series 66 designee with 10 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Austin, TX. He has been with UBS since 2015. Outside of his advisory role, he is the treasurer of an agricultural LLC involved in leasing rural land to farmers, hunters, and oil and gas companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored portfolio management and financial planning services. The firm operates across multiple capacities, including brokerage, investment advisory, and futures commission merchant activities.