Lasting relationships

Understanding what matters most to you

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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.

  • Jeffrey-Catlin image

    Jeffrey Catlin

    Executive Director

    Market Director

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Jeff Catlin has been in the Wealth Management industry for 35 years. Currently, Jeff is the Market Director for UBS Wealth Management offices in Troy, MI, Farmington Hills, MI, Muskegon, MI and Grand Rapids, MI.  Jeff, and his team, work with selected clients in the Detroit Metro and Northern Ohio areas.  They help clients meet their long term goals using strategies for growth and preservation of capital.  The offices have 80 Financial Advisors, $15 Billion under management, and produce over $115 Million in annual revenue.  Originally from New Jersey, Jeff started as a Financial Advisor at Prudential Securities in New York City.  He has had various roles at UBS and PaineWebber.  Jeff started in the Taxable Fixed Income department, and has had roles in Non-Proprietary Mutual Funds in Weehawken, NJ.  Jeff was named one of the first 13 Regional Sales Managers for UBS, covering the South Central Region, and spent time working in Washington DC, as the Business Development Officer for the Mid-Atlantic Region.  Prior to his current role, Jeff was the Complex Director for the Great Lakes Complex in Michigan, comprised of 5 offices in Ohio and Michigan.  Jeff lives in Birmingham, MI, is married, and has 3 children. 

          2301 West Big Beaver Road
          Somerset Place Office Building
          Troy, MI 48084
          jeffrey.catlin@ubs.com
          Jeffrey Catlin
          2301 West Big Beaver Road,Troy,MI,48084
        Three generations in apple orchard

        Turn possibilities into a plan

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        A leading global wealth manager

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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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        As of 12/31/2025

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        UBS is a leading and truly global wealth manager

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