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.

Three generations in front yard

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

    Geoffrey Centner

    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
    • 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

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