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No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Jeff Catlin

Executive Director

Market Director
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
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- MS
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- ND
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Jeff Catlin has been in the wealth management business for twenty one years; the last six years as Branch manager for two UBS offices in Ohio. Originally form New Jersey and graduating from The University of Arizona, Jeff started as a Financial Advisor at Prudential Securities in New York City. Since 1999, Jeff has held various roles at UBS and its predecessor, PaineWebber. His beginnings in the Taxable Fixed Income department led him to roles within Non-Proprietary Mutual Funds in our home office of Weehawken, NJ. From there, Jeff was appointed as one of the initial thirteen Regional Sales Managers for UBS covering the South Central Region. His Regional Sales Manager accomplishments brought him to a position as the Business Development Officer for the Mid-Atlantic Region working out of Washington D. C.

Jeff's Complex Director Position spans The Great Lakes Complex made up of five offices covering two states. He is proud to directly manage the Troy, Michigan branch and his management team extends through Toledo, OH, Sandusky, OH, Grand Rapids, MI and Muskegon, MI.
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

jeffrey.catlin@ubs.com

Jeff Catlin

2301 West Big Beaver Road,Troy,MI,48084

Jeff Catlin

Executive Director

Market Director
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- ND
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Jeff Catlin has been in the wealth management business for twenty one years; the last six years as Branch manager for two UBS offices in Ohio. Originally form New Jersey and graduating from The University of Arizona, Jeff started as a Financial Advisor at Prudential Securities in New York City. Since 1999, Jeff has held various roles at UBS and its predecessor, PaineWebber. His beginnings in the Taxable Fixed Income department led him to roles within Non-Proprietary Mutual Funds in our home office of Weehawken, NJ. From there, Jeff was appointed as one of the initial thirteen Regional Sales Managers for UBS covering the South Central Region. His Regional Sales Manager accomplishments brought him to a position as the Business Development Officer for the Mid-Atlantic Region working out of Washington D. C.

Jeff's Complex Director Position spans The Great Lakes Complex made up of five offices covering two states. He is proud to directly manage the Troy, Michigan branch and his management team extends through Toledo, OH, Sandusky, OH, Grand Rapids, MI and Muskegon, MI.
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

jeffrey.catlin@ubs.com

Jeff Catlin

2301 West Big Beaver Road,Troy,MI,48084

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

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.

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 12/31/2024

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UBS is a leading and truly global wealth manager