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

    • image
    • image
    • image
    • 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

          • image
          • image
          • 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
              • image

                Louis A. Sforza

                Executive Director

                Market Director

                • image
                • image
                • image
                • 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
                • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                    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

                  Sitting on ledge outside store

                  Workplace Wealth Solutions

                  Creating a truly rewarding workplace

                  Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $5+ trillion

                  In invested assets globally 
                  As of 11/07/2023

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

                  Insights