UBS Financial Services Inc. is a leading wealth management firm with a branch office located in Sylvania, OH. With a team of experienced professionals, they offer personalized financial advice and customized strategies to help clients pursue their life goals. Their commitment to quality client service, first-class solutions, and extensive wealth management experience sets them apart as a trusted source for financial guidance.
Jeff Catlin, the Executive Director and Market Director, brings over 20 years of wealth management experience to the team. With a background in Taxable Fixed Income and Non-Proprietary Mutual Funds, Jeff has held various roles within UBS and its predecessor, PaineWebber. As the Complex Director for the Great Lakes Complex, he directly manages the Troy, Michigan branch and oversees four other offices in Ohio and Michigan. Jeff's expertise and leadership contribute to the firm's success in helping clients confidently pursue their financial objectives.
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