Lasting relationships

Understanding what matters most to you

Globe next to stack of books

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 Headshot

    Deb Junior

    Executive Director

    Market Director

    • image
    • image
    • image
    • OH

    As Branch Manager of the Hudson 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 Geary

          Kristen Geary

          Associate Director

          Admin Manager

          • image
          • image
          • image
          • OH

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

                Tracy Anton

                Director

                Supervisory Officer

                • image
                • image
                • image
                • 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

                    Why does A.I. in space matter?

                    Outlook on interest rates

                    Tree

                    UBS and Credit Suisse—stronger than ever

                    Global Wealth Report 2024

                    Crafted wealth intelligence

                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

                    Download the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

                    Insights