Pepper Pike, OH Chagrin Boulevard Office

Deborah Junior is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with UBS since 1994 and was previously associated with Painewebber Incorporated starting in 1986. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides additional offerings including custody, underwriting, and capital markets services.

Eric Stephenson is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley from 2009 to 2022. Outside of his advisory role, he is involved in coaching football. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a comprehensive platform that includes custody, underwriting, and capital markets services.

Conor Tilow is a Securities-licensed financial advisor with UBS Financial Services, based in Pepper Pike, Ohio, and has 11 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he is involved with the West Side Catholic Center in Cleveland, volunteering to assist those in need. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a range of services including fee-based financial planning, portfolio management, and capital markets services, employing proprietary research and model-based asset allocations to tailor client strategies.

Ali Hakim is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation. He has one year of industry experience, having joined UBS in 2026. Prior to entering the financial industry, Hakim held positions at Penske Logistics, PNC Bank, and Telemus Capital, and has a background that includes work in education and logistics. 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, leveraging proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Andrea Shea is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2016, with prior experience at Citigroup Global Markets from 2005 to 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

Lisa Moavero is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 19 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 17 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad platform of capital markets and lending products.

Debora Venzor is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Prior to UBS, she worked at The Effective Leadership Academy from 2015 to 2017. 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 to clients’ goals and risk tolerances.

Michael Kozak is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing access to proprietary research and a broad range of capital markets services.

Daniel Freireich is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS since 2007, with prior experience at Mcdonald Investments Inc. dating back to 1993. 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 client strategies.

John Metcalfe III is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2007 and has also worked at Mcdonald Investments Inc. since 1988. He holds Series 63 and Series 66 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions including model-based asset allocations, portfolio management, and proprietary research.

Loran Ansberry is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Ansberry serves as treasurer for the Women’s Guild at Gesu Catholic School and Gesu Catholic Church and participates in fundraising activities for The Gathering Place. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and fiduciary services.

Justine Greenwald is a financial advisor at UBS Financial Services with 28 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America, Merrill, LPL Financial, and Northcoast Securities. Outside of her financial career, she is involved in acting and commercial work for television, video, radio, and theatre through a for-profit organization called The Talent Group. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets products.

Brandon Owen is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at LPL Financial, The Middlefield Banking Company, and Citizens Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management services and proprietary research to tailor client investment strategies.

Danielle Mackey is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and bringing nine years of industry experience. She has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment products and research resources.

Eileen Sindelarivan is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves on the Investment Development Committee at the North Canton Medical Foundation. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management and combines institutional trading capabilities with wealth management services.