Lasting relationships

Understanding what matters most to you

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Geoffrey Centner

Executive Director
View bio
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Geoffrey, a 31 year veteran of the financial services industry, began his career in 1990 as a financial advisor, branch manager and regional director with a privately held investment firm. From 1998-2007, Geoffrey was the branch manager and complex manager at Morgan Stanley for Cleveland, Chicago and Detroit. He joined Merrill Lynch in 2007 to become their Regional Sales Manager supporting Illinois and Wisconsin. In 2009, he joined UBS to become the branch manager of the UBS Chicago Tower Wealth Management Group and in 2016 moved to the UBS Northbrook, Illinois as the Branch Office Manager and Assistant Market Head for the Metro Chicago Market. Currently, he serves as the Market Head for the State of Michigan for UBS Financial Services.

Experience and oversight includes Wealth Management, Institutional
Consulting, DC Advisory, Corporate Executive Financial Services,
Corporate Cash Management and Regional Institutional Sales for
Equities and Fixed Income.

Geoffrey graduated from Michigan State University with a Bachelor of
Arts Degree in Marketing. Licenses held: Series 7, 63, 65, 3, 4, 8, 24
and the State of Illinois Life Insurance.

He and his wife are currently transitioning residences back home to Michigan and have two children. Geoffrey is an avid sailor, active with his parish, and a dual citizen of the United States and Switzerland.
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

geoffrey.centner@ubs.com

Geoffrey Centner

325 N. Old Woodward Ave,Birmingham,MI,48009

Geoffrey Centner

Executive Director
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Geoffrey, a 31 year veteran of the financial services industry, began his career in 1990 as a financial advisor, branch manager and regional director with a privately held investment firm. From 1998-2007, Geoffrey was the branch manager and complex manager at Morgan Stanley for Cleveland, Chicago and Detroit. He joined Merrill Lynch in 2007 to become their Regional Sales Manager supporting Illinois and Wisconsin. In 2009, he joined UBS to become the branch manager of the UBS Chicago Tower Wealth Management Group and in 2016 moved to the UBS Northbrook, Illinois as the Branch Office Manager and Assistant Market Head for the Metro Chicago Market. Currently, he serves as the Market Head for the State of Michigan for UBS Financial Services.

Experience and oversight includes Wealth Management, Institutional
Consulting, DC Advisory, Corporate Executive Financial Services,
Corporate Cash Management and Regional Institutional Sales for
Equities and Fixed Income.

Geoffrey graduated from Michigan State University with a Bachelor of
Arts Degree in Marketing. Licenses held: Series 7, 63, 65, 3, 4, 8, 24
and the State of Illinois Life Insurance.

He and his wife are currently transitioning residences back home to Michigan and have two children. Geoffrey is an avid sailor, active with his parish, and a dual citizen of the United States and Switzerland.
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

geoffrey.centner@ubs.com

Geoffrey Centner

325 N. Old Woodward Ave,Birmingham,MI,48009

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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