New Albany, OH Market Street Office

Charles Dankworth is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary 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.

Romeo Vuticevski is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of his advisory role, he coaches girls high school tennis for New Albany Plain-Local Schools. 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 research resources to support its advisory network.

Courtney Freed is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Vanguard and UBS, as well as having experience outside finance including roles at The Walt Disney Company and The Ohio State University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor client plans.

Kevin Snead is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at JPMorgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he is involved with the Upper Arlington Education Foundation, assisting with budgetary matters to support the local school district. UBS Financial Services serves a diverse client base including individuals, corporations, and institutions, offering both brokerage and advisory services. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocation to tailor financial plans aligned with clients’ goals and risk tolerances.

Patrick Clark is a financial advisor with UBS Financial Services in New Albany, OH. He holds a Series 66 designation and has 12 years of industry experience, including prior work at Transition Support Services. He has been with UBS since 2017. 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 research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Brenda Bennett is a CFP® with 21 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2024. She previously worked at Hutchinson, Shockey, Erley & Co. and The Huntington Investment Company. In addition to her advisory role, she operates Brenda Bennett LLC, providing life coaching services for individuals undergoing significant life transitions such as retirement and job changes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform of capital markets and advisory solutions.

David Shaver is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Goldsberry Wealth Strategies and Raymond James Financial. Outside of advising, Shaver owns and manages operations of River Shine Car Wash LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

William Ferriel Jr. is a financial advisor with UBS Financial Services in New Albany, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services Inc. since 2007. He serves as a member of the Columbus Academy Alumni Board, where he helps communicate school functions with alumni. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, wrap fee programs, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

Eugene Burson is a financial advisor with UBS Financial Services in New Albany, OH, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with UBS Financial Services since 2006. 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 uses proprietary research to tailor investment strategies to clients' goals and risk tolerances.