Lasting relationships. For all that matters

Meeting in a office

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.

Mountains road

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.

  • Deb Junior

    Deborah Junior

    Executive Director

    Market Director

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          30050 Chagrin Boulevard
          Suite 200
          Pepper Pike, OH 44124
          deb.junior@ubs.com
          Deborah Junior
          30050 Chagrin Boulevard,Pepper Pike,OH,44124
        • Geary headshot

          Kristen Geary

          Director

          Market Administrative Officer

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

                John Graf

                Director

                Market Supervisory Officer

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                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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                    Hannah Mitchell

                    Branch Office Administrator

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                            18500 Lake Road
                            Suite 400
                            Rocky River, OH 44116
                            hannah-za.mitchell@ubs.com
                            Hannah Mitchell
                            18500 Lake Road,Rocky River,OH,44116
                          Three generations in apple orchard

                          Turn possibilities into a plan

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                          A leading global wealth manager

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                          Tariffs, volatility and your portfolio

                          Are you 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.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.9+ trn

                          UBS Group invested assets
                          As of 06/30/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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