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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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

    Jeff Catlin

    Executive Director

    Market Director

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • IL
    • KS
    • MA
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • WA
    • WI
    • 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

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