The Licate Group – UBS Financial Services Inc.

The Licate Group, UBS Financial Services Inc. is a financial planner in Cleveland, Ohio, serving high net worth individuals with personalized wealth management solutions. The firm specializes in financial planning, portfolio management, and investment advisory services, with a focus on long-term relationships built on integrity and client-centered strategies. Led by Joseph Licate, a Senior Vice President and Wealth Management Financial Advisor with over 30 years of experience, the team provides tailored financial guidance to clients across Ohio and surrounding states. The firm operates from its Pepper Pike office, serving clients throughout the Cleveland area and beyond.

The Licate Group emphasizes a client-first approach, rooted in deep understanding and trust. Joseph Licate began his career in 1978 at Dean Witter, which became Morgan Stanley, where he served as a Senior Vice President and Wealth Advisor before joining UBS in 2008. He holds securities, commodities, and insurance licenses and has pursued advanced education at the American College and Wharton School of Business. John Egan, Executive Director and Financial Advisor, brings over four decades of experience, having spent 26 years at Morgan Stanley, including roles in branch management and corporate product marketing. Both advisors are fully licensed and committed to delivering comprehensive financial solutions.

The firm is located at 30050 Chagrin Boulevard, Suite 200, in Pepper Pike, Ohio, a well-established professional corridor just minutes from major highways and business centers in the Cleveland metropolitan area. The office serves as the primary hub for client meetings, financial planning sessions, and portfolio reviews.

With decades of combined experience and a proven track record in wealth management, The Licate Group is recognized for its disciplined, client-focused approach and long-standing relationships with high net worth individuals. The firm’s deep expertise in financial planning and investment strategy makes it a trusted partner for clients navigating complex financial goals in Northeast Ohio.

Services:

• Estate Planning
• Financial Planning
• Investment Advisory
• Portfolio Management
• Wealth Management