Lasting relationships

Understanding what matters most to you

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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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

Explore if UBS is the right fit for you

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

Executive Director

Market Director
View bio
- 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
- 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
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.
- The University of Arizona
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

jeffrey.catlin@ubs.com

Jeffrey Catlin

325 N. Old Woodward Ave,Birmingham,MI,48009

Jeffrey Catlin

Executive Director

Market Director
View bio
- 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
- 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
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.
- The University of Arizona
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

jeffrey.catlin@ubs.com

Jeffrey Catlin

325 N. Old Woodward Ave,Birmingham,MI,48009

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager