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
    • VT
    • WA
    • WI
    • WV
    • WY

    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™
        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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        • AL
        • AR
        • DC
        • FL
        • HI
        • IN
        • MA
        • MD
        • ME
        • MI
        • MT
        • NE
        • NH
        • NJ
        • OH
        • OK
        • OR
        • PA
        • SD
        • UT
        • VT

              600 Superior Avenue East
              26th + 27th Floor
              Cleveland, OH 44114
              kristen.geary@ubs.com
              Kristen Geary
              600 Superior Avenue East,Cleveland,OH,44114
            • John J. Graf - Profile Photo

              John J. Graf Jr.

              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
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI
              • WV
              • WY

                    2055 Crocker Road
                    Suite 201
                    Westlake, OH 44145
                    john.graf@ubs.com
                    John J. Graf Jr.
                    2055 Crocker Road,Westlake,OH,44145
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                    Tracy Anton

                    Director

                    Supervisory Officer

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                    • IN
                    • MI
                    • OH

                          Home Worker OH
                          Home Worker OH, OH 000
                          tracy.a.anton@ubs.com
                          Tracy Anton
                          Home Worker OH,Home Worker OH,OH,000
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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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                                The first 100 days

                                Is your portfolio ready?

                                In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                                We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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                                As of 06/30/2024

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