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| Erik Joel Zwilling, CFP®, CRPC |
| Vice President - Investments |
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- CERTIFIED FINANCIAL PLANNER™ (CFP®)
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| 180 Market St. |
| Ste. 200 |
| New Albany, OH 43054 |
| 614-939-4165 |
| erik.zwilling@ubs.com |
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As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.
I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.