Family. Wealth. For Generations.

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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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

Explore if UBS is the right fit for you

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.

Jeffrey 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 over thirty years; the last fourteen as Branch manager for two UBS offices in Michigan and 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 Troy, MI, Toledo, OH and Sandusky, OH. He is proud to directly manage the 3 offices in two states, and his management team extends through Troy, Toledo, and Sandusky.
- The University of Arizona
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

jeffrey.catlin@ubs.com

Jeffrey Catlin

2301 West Big Beaver Road,Troy,MI,48084
Joy Barthlow

Director

Admin Manager
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Joy began her career at Everen Securities in 1998 and moved to UBS in 2007. Over the past 18 years, Joy has held several positions in the industry, including: Receptionist/Wire Operator/Cashier, Client Service Associate, Operations Manager, Administrative Manager and her current role, Complex Administrative Manager. As Complex Administrative Manager, she is responsible for supporting and driving strategic firm initiatives, partnering with the OAC management team, and the training and development of the administrative support staff.

Joy is an Eastern Michigan University graduate with a Bachelor Degree in Elementary Education.
- Eastern Michigan University, Elementary Education
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

joy.barthlow@ubs.com

Joy Barthlow

2301 West Big Beaver Road,Troy,MI,48084

Jeffrey 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 over thirty years; the last fourteen as Branch manager for two UBS offices in Michigan and 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 Troy, MI, Toledo, OH and Sandusky, OH. He is proud to directly manage the 3 offices in two states, and his management team extends through Troy, Toledo, and Sandusky.
- The University of Arizona
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

jeffrey.catlin@ubs.com

Jeffrey Catlin

2301 West Big Beaver Road,Troy,MI,48084
Joy Barthlow

Director

Admin Manager
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Joy began her career at Everen Securities in 1998 and moved to UBS in 2007. Over the past 18 years, Joy has held several positions in the industry, including: Receptionist/Wire Operator/Cashier, Client Service Associate, Operations Manager, Administrative Manager and her current role, Complex Administrative Manager. As Complex Administrative Manager, she is responsible for supporting and driving strategic firm initiatives, partnering with the OAC management team, and the training and development of the administrative support staff.

Joy is an Eastern Michigan University graduate with a Bachelor Degree in Elementary Education.
- Eastern Michigan University, Elementary Education
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

joy.barthlow@ubs.com

Joy Barthlow

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.}

House View Monthly

A leading global wealth manager

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Family. Wealth. For Generations.

How UBS empowers our financial advisors

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