Jerry began his financial services career at Gradison, now UBS Financial Services, in 1973. He focuses both on high net worth and institutional clients, with an area of expertise in Portfolio Management. Jerry earned his B.S.B.A. in Accounting/Finance from Xavier University, Cincinnati, OH and continued his professional education with his Series 1, 24, 63, PC and Ohio Life, Accident & Health Insurance and Variable Annuity licenses. Jerry, a Cincinnati native, lives with his family in Anderson Township and enjoys golfing and flying.

Registered States:
AZ, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NY, OH, OR, PA, SC, TN, TX, VA, WI

Tony's financial services career started at Gradison, now UBS, in 1986. Tony's areas of expertise are Portfolio Management and Estate Planning, including Foundations. Tony earned his BBA in Finance from the University of Cincinnati in Cincinnati, OH. He furthered his professional development earning his Series 7, 63, 65 and Ohio Life, Accident & Health Insurance and Variable Annuity licenses. Tony is active in the community and a Cincinnati native, Tony has 3 children, lives in Pierce Township and enjoys golf and travel.

Registered States:
AZ, CO, FL, GA, IN, KY, MA, MD, MI, MN, NC, NY, OH, OR, PA, SC, TN, TX, VA, WI

Diane began her career in the financial services industry with Gradison, now UBS, in 1990. Her areas of expertise are Portfolio Strategy and education & retirement planning. After the University of Cincinnati, Diane continued her professional development earning her Series 6, 7, 63, 65 and OH& IN Life, Accident & Health Insurance and Variable Annuity licenses Diane, a Cincinnati native, is active in her community. Diane lives with her family in the Bright, IN area and enjoys gardening, cooking, reading and is a performing arts enthusiast.

Registered States:
AZ, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NY, OH, OR, PA, SC, TN, TX, VA, WI

Diane came to UBS from Gradison, where she began in 2003. Prior to financial services, Diane worked for Motorola where she did consulting, sales, training & marketing. Diane earned a BA in International Studies from BGSU, various training certifications, then earned her Series 7, 66 and Ohio Life, Accident & Health Insurance and Variable Annuity licenses. Within Riverwatch Wealth Management, Diane oversees marketing and provides all facets of customer service. Diane and her family came to the Cincinnati area (Landen) in 1992 from Michigan. She enjoys volunteering, travel & sporting events.

Registered States:
CA, CO, FL, GA, HI, IL, IN, KY, MA, MI, MO, NC, NY, OH, SC, TX

Suzanne is our newest team member. She joined our team in December 2015 and has 20 years experience in the industry.  Suzanne brings a wealth of knowledge to our team, especially in all facets of customer service, managed accounts and special projects. After attending Wright State U., she earned her Series 3, 7, 63, 65 and Ohio Life, Accident & Health Insurance and Variable Annuity licenses. Suzanne is a Dayton native, but now lives in eastern Cincinnati with her husband and 3 dogs.  She enjoys physical fitness activities, travel & reading.

Registered States:
CO, FL, IL, IN, KY, MI, NC, NY, OH, OR, PA, SC, TX, VA