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.

  • Stephen Michael

    Stephen Michael

    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
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Steve Michael is the Executive & Market Director of the UBS’ Kansas City & Wichita Offices; responsible for domestic business emanating out of Kansas City & Wichita, overseeing teams of Financial Advisors & Team Associates who manage a combined total of over $7.6 Billion in client assets, focused on leveraging UBS’ competitive advantage, its global posture, perspective & positioning, and its products, services & platforms to deliver a full range of solutions and the very best in Wealth Management for their Clients.

    Steve has been with UBS since April of 2021 after having served 32 years in the Army of the United States, retiring as a General Officer. Over the years he has earned a reputation as a growth catalyst & motivator, adept at leading & inspiring collaborative teams, positioning organizations for excellence and peak productivity. Steve believes in developing & investing in people. Throughout his career, he has created trust-based, inter-connected organizations that leverage the talent and abilities of each individual to improve efficiency, accountability & outcomes. Steve holds a BS in Civil Engineering from the United States Military Academy, was the 2012-13 Senior Service College Fellow to Columbia University, and has his Series 7, 66, 9 & 10 registrations.

    Steve believes a life lived in service to others is a life well lived. Whether it be serving Soldiers and their families, our communities and our Clients, he is consistently looking for opportunities to give back and forward. 

    Steve is married to the former Sandra Stanford of Georgetown Guyana. They are proud parents of Vaughn, Shane, Sean and Chanel. Steve enjoys reading, both history and fiction and is a New York Yankee and Giants fan; albeit, with himself and Sandra living in Kansas City, Missouri, they have become Chiefs and Royals fans (as long as they are not playing the Giants or the Yankees). Steve and Sandra enjoy traveling the Midwest, learning about its history and meeting its great people.

          4622 Pennsylvania Ave
          8th Floor
          Kansas City, MO 64112
          stephen.l.michael@ubs.com
          Stephen Michael
          4622 Pennsylvania Ave,Kansas City,MO,64112
        • Amie Nees

          Amie Nees

          Director

          Admin Manager

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          • KS
          • MO
          • NE
          • OK
          • WI

          Amie has been in the wealth management industry since 2004, starting as a Client Associate with Merrill Lynch. After spending 15 years in a client facing capacity, she shifted to a leadership position and now covers the states of Kansas, Missouri, Oklahoma, and Nebraska as Market Administrative Officer.

          Amie is passionate about serving in her community and church. As a mom of an Autistic child, she is especially passionate about connecting with other special needs parents and kids. Outside of work, she can usually be found spending time outside with her family, cooking out with neighbors, or finding a new hiking trail to explore.

                One Hallbrook Place, Suite 300
                11150 Overbrook Road
                Leawood, KS 66211
                amie.nees@ubs.com
                Amie Nees
                One Hallbrook Place, Suite 300,Leawood,KS,66211
              • Marchele Y. Alexander

                Marchele Alexander

                Director

                Supervisory Officer

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                • IA
                • IL
                • KS
                • MO
                • NE
                • OK

                Marchelle joined UBS Financial Services in 2012 and has over 31 years of experience in the financial industry in various client facing roles at leading brokerage firms before going into management roles which focus on areas regarding risk and regulatory compliance.  In 2012 Marchelle joined UBS as Complex Supervisory Officer for the Kansas City Market and currently serves as Supervisory Officer of the Midwest Market where she oversees compliance and regulatory duties primarily for the Kansas City, Missouri, Leawood and Wichita Kansas branches.  She believes that the ultimate UBS experience is having the tools to provide sound financial advice as a result of working in the best interest of the client.  Marchelle graduated from University of Central Missouri former Central Missouri State University with a BS in Business Administration and Personnel Management and has earned the Series 7, 9, 10, 31, 63,  65 securities licenses as well as a Health, Life and Annuity insurance licenses.

                In her free time Marchelle enjoys her passion for singing by working in her church’s music ministry.   She also loves to spend time relaxing with her family by watching movies, reading a good suspense novel or traveling when time permits.

                      One Hallbrook Place, Suite 300
                      11150 Overbrook Road
                      Leawood, KS 66211
                      marchelle.alexander@ubs.com
                      Marchele Alexander
                      One Hallbrook Place, Suite 300,Leawood,KS,66211
                    • Jill

                      Jill Hollenbeck-Hill

                      NMLS #947868

                      Senior Wealth Management Banker, UBS Bank USA

                      Current role and areas of expertise

                      Jill Hollenbeck-Hill joined UBS Bank USA in 2017 and is currently a Senior Wealth Management Banker covering the lower Midwest Market, several states in the South Central Market and the Wealth Advice Center.

                      Jill has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

                      Professional history

                      Jill began her career in financial services in 1990. Prior to joining UBS, she worked for Bank of America for 26 years holding various roles in Retail Banking, Training and Development, Branch Management and Wealth Management which included managing her own book of high net worth clients.  

                      Education and personal information

                      In Jill’s role as a Senior Wealth Management Banker her NMLS # is 652406. She holds her Series 6, 7 and 63 securities licenses, She also holds a Bachelor of Arts degree from The University of Missouri-Columbia.

                      Outside of the office, Jill enjoys attending sporting events and trying out new restaurants.  Jill resides in St. Louis, MO with her husband and three sons.

                      Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

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                    ElectionWatch 2024

                    24 questions for the '24 US election

                    Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                    The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                    Download the report

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