UBS Financial Services Inc. of Cleveland

UBS Financial Services Inc. of Cleveland is a financial planner in Cleveland, OH. The firm provides wealth management services, focusing on developing long-term relationships by listening to client priorities and concerns. Advisors work with clients to examine the big picture, discuss future visions, and help pursue life goals. The branch serves as a primary source of financial advice, concentrating efforts on customized strategies and quality client service. UBS advisors are backed by a wealth management leader with 160 years of experience providing advice to individuals and families globally.

Deb Junior serves as the Executive Director and Market Director for the Cleveland office. In this role, she acts as an advocate and partner to financial advisors and support teams to deliver a high-standard wealth management experience. Her responsibilities include helping teams grow their business and creating scalable service models. Deb brings resources to serve client and advisor needs through the strength of UBS and her leadership team. She emphasizes a collaborative environment focused on the best client and employee experience. During her career with UBS, Deb has held various roles including Assistant Market Head, Regional Administrative Officer, Assistant Complex Director, and Market Administrative Officer. She holds several securities licenses, including series 7, series 8, series 65, and series 3, as well as licenses for accident and health, variable life insurance, and annuities.

The office is located on the 27th Floor of 600 Superior Avenue East in Downtown Cleveland. It sits directly on Superior Avenue East, just steps from the Federal Reserve Bank of Cleveland. The Cleveland Arcade, a historic building, is located a short distance away, as is the Public Square Post Office. The Reading a Garden public artwork is also nearby, placing the branch in the heart of the downtown neighborhood.

UBS Financial Services Inc. of Cleveland holds a perfect 5.00 rating based on reviews from customers who have used its services. This positive feedback reflects the quality of the wealth management strategies and the long-term relationship approach the firm maintains with its clients in the Cleveland area.

The firm stands out in Cleveland for its combination of extensive global experience and localized, personalized financial planning. By leveraging 160 years of industry insight and a dedicated local team, UBS Financial Services Inc. of Cleveland provides a stable foundation for residents seeking to manage their wealth and achieve their financial goals.

Services:

• Client-focused relationship building
• Comprehensive investment solutions
• Customized financial advice
• Global market insights
• Long-term wealth management strategies