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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    • AK
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    • DE
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    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
          deb.junior@ubs.com
          Deb Junior
          30050 Chagrin Boulevard,Pepper Pike,OH,44124
        • Kristen Margaret Geary - Profile Photo_289x273

          Kristen Margaret Geary

          Director

          Market Administrative Officer

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          • AL
          • AR
          • DC
          • FL
          • HI
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NE
          • NH
          • NJ
          • OH
          • OK
          • OR
          • PA
          • SD
          • UT
          • VT

                600 Superior Avenue East
                26th + 27th Floor
                Cleveland, OH 44114
                kristen.geary@ubs.com
                Kristen Margaret Geary
                600 Superior Avenue East,Cleveland,OH,44114
              • Graf Headshot

                John Graf

                Director

                Market Supervisory Officer

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                • AK
                • 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
                • NH
                • NJ
                • NM
                • NV
                • NY
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                • OK
                • OR
                • PA
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WV
                • WY

                      2055 Crocker Road
                      Suite 201
                      Westlake, OH 44145
                      john.graf@ubs.com
                      John Graf
                      2055 Crocker Road,Westlake,OH,44145
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                      Tracy Anton

                      Director

                      Supervisory Officer

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                      • IN
                      • MI
                      • OH

                            Home Worker OH
                            Home Worker OH, OH 000
                            tracy.a.anton@ubs.com
                            Tracy Anton
                            Home Worker OH,Home Worker OH,OH,000
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                            Nora Kelley

                            Branch Office Administrator

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                                    600 Superior Avenue East
                                    26th + 27th Floor
                                    Cleveland, OH 44114
                                    nora.kelley@ubs.com
                                    Nora Kelley
                                    600 Superior Avenue East,Cleveland,OH,44114
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                                  Turn possibilities into a plan

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                                  The first 100 days

                                  Is your portfolio ready?

                                  In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                                  We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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                                  Backed by the strength of our parent company, UBS AG

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                                  As of 06/30/2024

                                  51 countries

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                                  UBS is a leading and truly global wealth manager

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