Lasting relationships

Understanding what matters most to you

Cleveland OH Branch Office - Branch Photo

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.

Four people meeting in glass office

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.

  • Deb Junior

    Deb Junior

    Executive Director

    Market Director

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    • OH

    As Branch Manager of the Cleveland office, Deb serves as an advocate and partner with Financial Advisors and support teams to deliver a world class wealth management client experience.  Her primary responsibility is to help teams grow their business and create scalable and repeatable business and service models.  She prides herself on bringing the best resources to serve the clients’ and Financial Advisors’ needs, both through the strength of UBS and the human capital of her leadership team.  Deb believes in the importance of maintaining a collaborative and culturally positive environment in her branch focused on creating the best client and employee experience. 

    In her extensive 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:  series 7 (securities representative), series 8 (securities sales supervisor), series 65 (investment advisor), series 3 (commodities), as well as accident and health, variable life insurance and annuities licenses

          30050 Chagrin Boulevard
          Suite 200
          Pepper Pike, OH 44124
        • Kristen Margaret Geary - Profile Photo_289x273

          Kristen Margaret Geary

          Associate Director

          Admin Manager

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          • OH

                600 Superior Avenue East
                26th + 27th Floor
                Cleveland, OH 44114
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                Tracy Anton

                Director

                Supervisory Officer

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                • IN
                • MI
                • OH

                      Home Worker OH
                      Home Worker OH, OH 000

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                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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