Leawood, KS Overbrook Road S Office

Team
Updated today

Client AUM

$761,713,741,255

Clients

1,098,059

Advisors

14

Of 9,303 advisors across 994 offices

Location

11150 Overbrook Road S, Suite 300

Leawood KS 66211

Advisors at this office

14

Advisors at this office

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Robert L

Series 66

Leawood, KS

UBS Financial Services

Robert Long is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is employed as a sales account manager at M&M Mars and manages a youth baseball team. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Amie N

Series 63, Series 65

Leawood, KS

UBS Financial Services

Amie Nees is a financial advisor with UBS Financial Services in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at UBS since 2019 and previously spent four years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Thomas H

CFP®, Series 63, Series 65

Leawood, KS

UBS Financial Services

Thomas Higgins is a CFP® professional with 39 years of industry experience. He has been with UBS Financial Services since 2015 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Paul S

Series 66

Leawood, KS

UBS Financial Services

Paul Stover is a Series 66-licensed financial advisor with 15 years of industry experience, currently with UBS Financial Services in Leawood, KS. He has been with UBS since 2016. Outside of his advisory role, he works part-time in bicycle sales and service at Elite Cycling. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets offerings.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Gregory P

Series 66

Leawood, KS

UBS Financial Services

Gregory Power is a Series 66-licensed financial advisor with UBS Financial Services in Leawood, KS, where he has worked since 2000, totaling 25 years of industry experience. He serves as president of the Tennessee Society, a social club based in St. Louis, MO, responsible for planning its biannual events. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jay L

Series 66

Leawood, KS

UBS Financial Services

Jay Long is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at Ironhorse Golf Club and Another Broken Egg. 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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Richard G

Series 63, Series 65

Leawood, KS

UBS Financial Services

Richard Gibbs is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. He serves as trustee for a personal family trust, handling bill payments and estate settlement matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management, financial planning, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Ryan D

Series 66

Leawood, KS

UBS Financial Services

Ryan Dansby is a financial advisor at UBS Financial Services with three years of industry experience and holds a Series 66 designation. Prior to his advisory role, he worked at American Eagle Outfitters and attended Missouri State University. 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 financial plans and portfolio management to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael H

Series 63, Series 65

Leawood, KS

UBS Financial Services

Michael Hamilton is a financial advisor with UBS Financial Services in Leawood, Kansas, holding Series 63 and Series 65 licenses and bringing 34 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 advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Sam S

Series 66

Leawood, KS

UBS Financial Services

Sam Sabaugh is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Renters Warehouse and Better Homes and Gardens. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management and research from its Chief Investment Office.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Joshua C

Series 66

Leawood, KS

UBS Financial Services

Joshua Carlson is a financial advisor with UBS Financial Services in Leawood, KS, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Bank of America, Merrill, Home State Bank, and Great Western Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial plans based on proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Debbie L

CFP®, Series 66

Leawood, KS

UBS Financial Services

Debbie Landon is a Certified Financial Planner® with 20 years of industry experience. She has worked at UBS Financial Services since 2013, with a brief tenure at Merrill from 2016 to 2018. Outside of financial services, she works part-time as a banquet server at weddings and charitable events. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Derek S

Series 66

Leawood, KS

UBS Financial Services

Derek Sabaugh is a financial advisor at UBS Financial Services in Leawood, KS, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Midwest Builders Casualty Group and US Bank, as well as community work at Tomahawk Ridge Community Center. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers additional features such as underwriting, custody, and securities-backed lending programs.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Marco B

Series 66

Leawood, KS

UBS Financial Services

Marco Beltrano is a financial advisor at UBS Financial Services with seven years of industry experience. He has held positions at several firms, including J.P. Morgan Securities LLC, Merrill, and Bank of America Corporation. Beltrano holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a wide range of financial products and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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