Lasting relationships

• FL
• KS
• NJ
• OH

John began his career with UBS in 2007 as an examiner in the Branch Review Department, based out of Cleveland.  After several years of auditing branches throughout the country, he moved to Pittsburgh in 2011 to become the Complex Supervisory Officer and then back to Ohio in 2016 to become the Market Supervisory Officer for the Northern Ohio Market.

John was named Branch Manager of the Rocky River and Westlake offices in 2022.  In his role as Branch Manager, John leads teams of financial advisors and client associates, helping them deliver the capabilities and resources of UBS to better serve their clients.

John graduated from Ohio University with a degree in finance and holds the Series 7, 9, 10, 66, and 3 securities licenses.

• AR
• MA
• OH
• UT

Lynn began her career in the financial services industry in March of 1979. She has held various operational, sales, risk and management roles with Merrill Lynch, Bank One, Investment Group, Westminster Financial and McDonald Investments. Lynn joined UBS in 2000 as Operations Manager of the Pepper Pike, Ohio office and took on her current role of Market Administrative Officer in April 2017. 

She is responsible for leading a team of administrative managers and support staff across the market acting as a coach on all aspects of the role.  She holds FINRA Series 7, 9, 10, 24, 31, 53, 63 and 65 securities licenses and is also insurance licensed. She attended Kettering College of Medical Arts.