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.


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


    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
        • Lynn Saralli

          Lynn Saralli


          Admin Manager

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          • 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.

                30050 Chagrin Boulevard
                Suite 200
                Pepper Pike, OH 44124

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              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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