Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

  • Deborah L. Junior - Profile Photo

    Deb Junior

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

    Deb serves as Senior Market Director for UBS's Greater Cleveland Market, overseeing the Cleveland Downtown, Westlake, Rocky River, and Pepper Pike branches. A strong advocate for both clients and Financial Advisors, she partners closely with advisors, service teams, and leadership to deliver a world-class wealth management experience.

    In her role, Deb focuses on driving organic growth by executing key product and service strategies that generate net new assets and enhance economic profitability. She is deeply committed to connecting clients and Financial Advisors with the full breadth of UBS resources and expertise, leveraging both the firm's capabilities and the strength of her leadership team.

    Throughout her extensive career with UBS, Deb has held numerous leadership positions, including Assistant Market Head, Regional Administrative Officer, Assistant Complex Director, and Market Administrative Officer. She holds multiple industry licenses, including Series 7, Series 8, Series 65, and Series 3, as well as licenses for accident and health insurance, variable life insurance, and annuities.

    Deb currently serves on the firm's Leadership Advisory Committee, where she helps shape initiatives that impact Financial Advisors and Field Leaders across the organization. 

     

        • Financial Paraplanner Qualified Professional
        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

        Director

        Market Administrative Officer

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        • AK
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IA
        • ID
        • IL
        • KS
        • KY
        • LA
        • MI
        • MN
        • MO
        • NC
        • NM
        • NV
        • NY
        • OH
        • PR
        • RI
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI
        • WV

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

              Director

              Market Supervisory Officer

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              • IL
              • MI
              • OH

              Chris joined UBS in 2026 as the Market Supervisory Officer for the Great Lakes Market, based in Birmingham, Michigan. He brings more than 20 years of financial services industry experience, with a strong background in supervision, risk management, and compliance.

               Prior to joining UBS, Chris spent twelve years at Merrill, where he served as a Market Supervision Manager and, previously, as Business Manager and Chief Operating Officer for a large Private Wealth team. Before Merrill, he spent eight years with Charles Schwab in Maitland, Florida, building expertise across a variety of supervisory and operational leadership roles.

               A graduate of Florida State University in Tallahassee, Florida, Chris is passionate about fostering a strong culture of risk awareness, regulatory excellence, and client-focused service.

               Chris resides in Auburn Hills, Michigan, with his two children and his mini Goldendoodle, Blue.

               

                    325 N. Old Woodward Ave
                    Suite 200
                    Birmingham, MI 48009
                    chris.brannan@ubs.com
                    Christopher Brannan
                    325 N. Old Woodward Ave,Birmingham,MI,48009
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                    Michelle Schroff

                    Branch Office Administrator

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                            30050 Chagrin Boulevard
                            Suite 200
                            Pepper Pike, OH 44124
                            michelle.schroff@ubs.com
                            Michelle Schroff
                            30050 Chagrin Boulevard,Pepper Pike,OH,44124
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                          A leading global wealth manager

                          A new era of wealth is underway

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                          Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                          When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

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