Sylvania, OH Monroe Street Office

Team
Updated today

Client AUM

$761,713,741,255

Clients

1,098,059

Advisors

5

Of 9,322 advisors across 990 offices

Location

5757 Monroe Street

Sylvania OH 43560

Advisors at this office

5

Advisors at this office

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Gail G

Series 66

Sylvania, OH

UBS Financial Services

Gail Gordon is a financial advisor with UBS Financial Services based in Sylvania, OH, holding a Series 66 designation and with 16 years of industry experience. She has worked at Painewebber, Inc. since 1992. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client 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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Ricke C

Series 63, Series 65

Sylvania, OH

UBS Financial Services

Ricke Cocke is a financial advisor with UBS Financial Services in Sylvania, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 1983. Outside of his advisory role, he is involved in cattle raising and sales. UBS Financial Services provides brokerage and advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and capital markets services. The firm integrates institutional trading capabilities with wealth management through its broad platform and proprietary research.

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

Justin H

Series 66

Sylvania, OH

UBS Financial Services

Justin Henck is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor investment plans.

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

Austin S

Series 66

Sylvania, OH

UBS Financial Services

Austin Stoll is a financial advisor with UBS Financial Services holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fifth Third Bank and various positions outside finance, including at Miami University and Donley Concrete Cutting Inc. 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 plans 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
user avatar

Judith W

Series 63

Sylvania, OH

UBS Financial Services

Judith Wietrzykowski is a financial advisor with UBS Financial Services, holding a Series 63 designation and 42 years of industry experience. She has been with UBS since 1988, totaling 38 years at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory products, 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 in its advisory approach.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
View complete list of advisors at this office
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