Upper Arlington, OH Office

Avery Venetta is a financial advisor at UBS Financial Services in Columbus, OH, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2022, Avery worked at the University of South Carolina and Olentangy Liberty High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances while combining institutional trading capabilities with wealth management services.

Scout Zaas is a financial advisor at UBS Financial Services with a Series 66 designation and approximately one year of industry experience. Prior to joining UBS, Scout held positions at Washington & Jefferson College and The Wellington School. UBS Financial Services 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, model-based asset allocations, and a variety of capital markets and lending services.

Curtis Steube is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor client plans and provides both fiduciary financial planning and capital markets services.

Colin Parks is a financial advisor with UBS Financial Services in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with UBS since 2007. Outside of his advisory role, he acts as trustee for a private mortgage made from his trust to a family member. 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 and provides a range of capital markets and research resources.

Emily Nevergall is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and previously worked at Bankers Life Advisory Services, Inc. and Bankers Life Securities, Inc. Since 2021, she has also served as the Social Media Manager for Prince of Peace Lutheran Church, managing the church’s presence on various social media platforms. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Nichole Kirk is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Thomas Reusser is a Series 66-licensed financial advisor with UBS Financial Services in Columbus, OH. He has 23 years of industry experience and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and capital markets activities.

Rebecca Singer is a financial advisor at UBS Financial Services in Columbus, OH, with 10 years of industry experience. She has been with UBS Financial Services since 2013 and holds a Series 66 designation. 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 and provides a broad range of capital markets and research resources to its clients.

Jason Jones is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates, Bank of America, Merrill, and Allstate Insurance Company. He is a member of the Richland County Chamber of Commerce in Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm offers a wide range of financial products and integrates institutional trading capabilities with wealth management services.

Michelle Mckenzie is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and nine years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Kimberly Cristofoli is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and operated Cristofoli & Company LLC. In addition to her advisory work, she writes freelance sports-parenting articles. 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 and uses proprietary research to tailor client plans.

Kimberly Penzone is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and bringing 26 years of industry experience. She has been with UBS since 2012. Kimberly serves as President of the Dublin Women's Philanthropic Club, a nonprofit that raises funds for local charities and scholarships for women returning to school. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

James Slaven is a financial advisor at UBS Financial Services in Columbus, Ohio, holding a Series 66 designation with 17 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 offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Stephanie Mccurdy is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 designations and 42 years of industry experience. She has been with UBS since 2007 and worked previously at KeyBanc Capital Markets Inc. for one year. Outside of her advisory role, she serves as Treasurer and a board member of the Resurrecting Lives Foundation, which focuses on military awareness for traumatic brain injury. 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 plans.

Jodi Graney is a financial advisor with UBS Financial Services in Columbus, Ohio, holding a Series 63 designation and bringing 22 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved as a multi-member partner in a real estate partnership focused on owning and renting residential properties. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial solutions.