Birmingham, MI N. Old Woodward Ave Office

Melinda Frink Crimmins is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2013. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor client solutions.

Carolyn Hall is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Hightower Advisors and Wells Fargo Advisors. She is based in Bloomfield Hills, MI. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Ann Maile is a financial advisor at UBS Financial Services with 45 years of industry experience. She has been with UBS since 1989. Maile holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and the distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tyler Childs is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at UBS Financial Services since 2017 and previously was associated with Northern Lights Distributors, LLC and Copeland Capital Management, LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, fee-based financial planning, discretionary portfolio management, and access to capital markets services.

Darin Mcbride is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Lisa Long Margolis is a financial advisor at UBS Financial Services with 30 years of industry experience. She held a position at Morgan Stanley Smith Barney LLC from 2009 to 2022 before joining UBS in 2022. She holds Series 63 and Series 65 credentials. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Curtis Kocher is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2017, following a brief tenure at Coyote Logistics. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Hannah Le is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Her background also includes research experience at the Institute for Social Research and academic roles associated with the University of Michigan. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocation to tailor investment plans. The firm operates with institutional trading capabilities alongside wealth management services.

Nicholas Arkwright is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with UBS Financial Services since 2013. 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 and uses proprietary research and model-based asset allocations to tailor client plans.

Sabri Hesano Jr. is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the Reception Committee and Audit and Finance Committee for the Detroit Economic Club and is an Investment Committee member for Detroit Regional Dollars for Scholars, a nonprofit supporting local students’ post-secondary success. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services through its integrated platform.

Matthew Bucher is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. for nine years prior to joining UBS in 2024. UBS Financial Services 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 provides proprietary research to tailor client solutions.

Kathryn Halonen is a CFP® professional with 28 years of experience at UBS Financial Services in Birmingham, MI. She has been with UBS since 1998. Outside of her advisory role, she serves as Treasurer for the East Hills Middle School PTO, managing budgeting and financial responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including wealth management and capital markets services. The firm combines institutional trading capabilities with comprehensive financial planning and portfolio management tailored to client goals and risk tolerances.

Courtney Bizzis is a financial advisor at UBS Financial Services with the Series 66 designation and two years of industry experience. Prior to joining UBS in 2021, she worked for six years at Ilitch Sports and Entertainment with the Detroit Tigers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports advisory work with proprietary research and model-based asset allocations.

Darcy Andrews is a financial advisor at UBS Financial Services with 16 years of industry experience. Prior to joining UBS in 2021, Andrews worked for The Huntington Investment Company from 2009 to 2021. He holds Series 63 and Series 65 designations. 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, employing proprietary research and model-based asset allocations to tailor client plans.

Brett Gasper is a CFP® professional affiliated with UBS Financial Services in Troy, MI, with 24 years of industry experience. He has been with UBS since 2003. Outside of his advisory role, Gasper is involved with Stand Up for Financial Literacy, where he advocates for financial education and participates in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.