A plan for today, tomorrow and generations to come

Canonsburg - Branch Photo

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Two people talking overhead

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.

  • Undra HS

    Undra Johnson

    Director

    Market Director

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    • AL
    • AR
    • AZ
    • CA
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • NC
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WV

          4000 Town Center
          Canonsburg, PA 15317
        • connie hs

          Connie Ravella

          Client Associate

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          • AL
          • AR
          • AZ
          • CA
          • FL
          • GA
          • HI
          • ID
          • IN
          • MA
          • MD
          • MI
          • MO
          • NJ
          • NY
          • OH
          • PA
          • SC
          • TN
          • UT
          • VA
          • WV

                4000 Town Center
                Canonsburg, PA 15317
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                Louis A. Sforza

                Executive Director

                Market Director

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • MA
                • MD
                • ME
                • MI
                • MN
                • MS
                • NC
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA
                • WV
                • WY

                      500 Grant Street
                      BNY Mellon Center
                      Pittsburgh, PA 15219

                    Connecting you to the deep resources of UBS

                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                    Accessing resources. Delivering solutions.

                    Accessing resources. Delivering solutions.

                    A national footprint. Local values.

                    A national footprint. Local values.

                    A team approach

                    A team approach

                    Benefits take center stage

                    The pandemic spotlights the importance of employee benefits

                    Employees have a different set of needs and expectations—giving employers an opportunity to reshape workplace norms.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $3.9 trillion

                    In invested assets globally 
                    As of 12/31/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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