Lasting relationships. For all that matters

• OH

As Branch Manager of the Pepper Pike 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.

• Financial Paraplanner Qualified Professional™

• AR
• MA
• OH
• UT

Lynn began her career in the financial services industry in March of 1979. She has held various operational, sales, risk and management roles with Merrill Lynch, Bank One, Investment Group, Westminster Financial and McDonald Investments. Lynn joined UBS in 2000 as Operations Manager of the Pepper Pike, Ohio office and took on her current role of Market Administrative Officer in April 2017. 

She is responsible for leading a team of administrative managers and support staff across the market acting as a coach on all aspects of the role.  She holds FINRA Series 7, 9, 10, 24, 31, 53, 63 and 65 securities licenses and is also insurance licensed. She attended Kettering College of Medical Arts.

• Kettering College of Medical Arts