Lasting relationships

Understanding what matters most to you

Westlake - Branch Photo

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.

Co-workers

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.

  • John Graf Photo

    John Graf

    Director

    Market Director

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    • 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.

          2055 Crocker Road
          Suite 201
          Westlake, OH 44145
          john.graf@ubs.com
          John Graf
          2055 Crocker Road,Westlake,OH,44145

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