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
    • 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

    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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          • AK
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • IA
          • ID
          • IL
          • KS
          • KY
          • LA
          • MI
          • MN
          • MO
          • NC
          • NM
          • NV
          • NY
          • OH
          • PR
          • RI
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI
          • WV

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

                Director

                Supervisory Officer

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                • MI
                • OH

                      30050 Chagrin Boulevard
                      Suite 200
                      Pepper Pike, OH 44124
                      tracy.a.anton@ubs.com
                      Tracy Anton
                      30050 Chagrin Boulevard,Pepper Pike,OH,44124
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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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                            Clarity in a rapidly changing world

                            We’re here to help guide you through uncertain times

                            Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

                            Let’s create a path together so you can move forward with confidence, no matter what comes next.

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                            UBS is a leading and truly global wealth manager

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