A plan for today, tomorrow and generations to come

Kenwood MGMT Team

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

  • Jon Ramey

    Jon Ramey

    Managing Director

    Market Executive

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    • AR
    • FL
    • IN
    • MA
    • MI
    • OH
    • UT

    Jon is the Ohio Indy Market Head. In this role, Jon is responsible for our Indiana , Cincinnati, and Dayton offices. A twenty three year veteran of the industry,  Jon joined UBS in 2011 from Morgan Stanley Smith Barney, where he was a club-level Financial Advisor, Assistant Branch Manager, and Branch Manager in the Dayton, Ohio market.

    Jon earned his BSB-Financial Services from Wright State University.  He remains an active alumnus and has served on the Alumni Board of Directors and currently serves as an advisor to the Athletic Department.  In 2008, he received the Alumni Achievement Award.

    Jon also served on the Board of Trustees for the Dayton Boys & Girls Club. He is active in youth sports organizations, club swimming, and participates in a United States Veteran mentorship program through American Corporate Partners.

    Jon and his wife Sharon reside in Fishers, Indiana. They have three daughters, Charlie, JoJo, and Frankie. The family are active members of St. Simon parish.

          jon.ramey@ubs.com
          Jon Ramey
        • Jan Wolter

          Janice Wolter

          Executive Director

          Market Director

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          • AZ
          • FL
          • IN
          • KY
          • OH

          In her 25 years at UBS she has held positions as Assistant Market Head, Assistant Complex Director, Assistant Branch Manager, Market Area Administrative Manager, Deputy Branch Manager and Branch Control Officer for multiple branches. In her various roles in the firm she created the first operations hubs in December 2008. She coaches Financial Advisors on a myriad of topics from teaming to practice management assisting in developing holistic wealth management  practices.

          Before UBS

          Jan brings over 40 years of experience in financial services to her role. Prior to joining UBS, she spent more than two decades in the industry, including 20 years at Kidder Peabody as Director of Compliance, Regional Compliance Officer and Regional Options Manager in Chicago. Prior to Kidder Peabody, Jan began her career at Gradison & Co. in Cincinnati and moved to Thompson McKinnon as an OTC & options trader.

          Jan is FINRA registered and holds Series 1, 3, 4, 5, 8, 15, 63 & 66 licenses as well as life, health, and LTC insurance including variable annuities.

                8044 Montgomery Road
                Suite 100W
                Cincinnati, OH 45236
                janice.wolter@ubs.com
                Janice Wolter
                8044 Montgomery Road,Cincinnati,OH,45236
              • Matt McGee

                Matthew McGee

                Director

                Market Administrative Officer

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                • IN
                • MI
                • OH

                Matt is a native of Elmore, Ohio, and a graduate of The Ohio State University.  He started his career in 2011 with Morgan Stanley and in 2014 joined UBS. Throughout his tenure at UBS Matt has worked in several leadership positions including Operations Manager, Supervisory Officer, Admin Manager, and his current role, Market Administrative Officer.

                Matt and his wife Grace reside in Silverton with their daughter Rosemary.

                      8044 Montgomery Road
                      Cincinnati, OH 45236
                      matt.mcgee@ubs.com
                      Matthew McGee
                      8044 Montgomery Road,Cincinnati,OH,45236
                    • Emily Stork

                      Emily Stork

                      Associate Director

                      Admin Manager

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                      • OH

                      Emily joined UBS in 2014 and is responsible for supporting the Branch Manager and Admin Manager.  She earned her B.S degree in Organizational Leadership at Wright State University. She enjoys spending time with her husband and two sons.

                            8044 Montgomery Road
                            Suite 100W
                            Cincinnati, OH 45236
                            emily.stork@ubs.com
                            Emily Stork
                            8044 Montgomery Road,Cincinnati,OH,45236
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                            Mark Illingworth

                            Director

                            Market Supervisory Officer

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

                                  8044 Montgomery Road
                                  Suite 100W
                                  Cincinnati, OH 45236
                                  mark.illingworth@ubs.com
                                  Mark Illingworth
                                  8044 Montgomery Road,Cincinnati,OH,45236

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                                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.

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