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Wayne D. Baller
Wayne D. Baller
Managing Director - Investments
  • Senior Managed Accounts Consultant (SMAC)
  • Portfolio Manager
110 N. Main Street
Suite 1600
Dayton, OH 45402
937-226-6572
wayne.baller@ubs.com

As your Financial Advisor, I can leverage the global resources of UBS, one of the world's leading wealth managers, to address your needs.  Below is a sample of the resources at my disposal:

  • Alternative investments, professional money management services, lending solutions
  • Retirement planning, fixed-income securities, tax planning strategies*
  • Estate planning strategies, philanthropy and gifting strategies, trust services*

By understanding your concerns, I can design a plan to help you make appropriate financial decisions for today and tomorrow.

*Neither UBS Financial Services Inc. nor its employees provide legal or tax advice. You must consult with your attorney and tax advisors regarding your personal circumstances.

Investment Insights
My Perspective
Corporate Profile CorporateProfile.pdf (370kb)
Market Outlook Our_Market_Outlook.pdf (1292kb)
Washington Weekly washington_weekly_circular.pdf (333kb)
2011 year-end planning guide 2011_Year_End_Planning_Guide.pdf (197kb)
Financial Goal Analysis Brochure financial_goal_analysis.pdf (234kb)
Baller Financial Group Contact List BE02405_7984_08-11-11_Contact_List.pdf (100kb)
IRA opportunities at UBS _4_IRAs_At_a_Glance.pdf (2331kb)
Your Retirement: Make Confident Decisions About Your Retirement your_retirement.pdf (416kb)
Revitalizing America - Infrastructure: Laying the foundation for future growth revitalizing_america_infrastructure.pdf (667kb)
Revitalizing America: Forging a new path toward economic prosperity Revitalizing_America_WMR_report.pdf (567kb)
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