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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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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.

  • John Graf Headshot

    John Graf

    Director

    Market Director

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    • FL
    • KS
    • NJ
    • OH

    John began his career with UBS in 2007 as an examiner in the Branch Review Department, based out of Cleveland.  After several years of auditing branches throughout the country, he moved to Pittsburgh in 2011 to become the Complex Supervisory Officer and then back to Ohio in 2016 to become the Market Supervisory Officer for the Northern Ohio Market.

    John was named Branch Manager of the Rocky River and Westlake offices in 2022.  In his role as Branch Manager, John leads teams of financial advisors and client associates, helping them deliver the capabilities and resources of UBS to better serve their clients.

    John graduated from Ohio University with a degree in finance and holds the Series 7, 9, 10, 66, and 3 securities licenses.

      • Ohio University, Finance
        2055 Crocker Road
        Suite 201
        Westlake, OH 44145
        john.graf@ubs.com
        John Graf
        2055 Crocker Road,Westlake,OH,44145

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