We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Randale J. Honaker
Randy joined the industry in 1980 and for the last 34 years has helped clients manage their wealth throughout good times and bad. He joined UBS in 2014 after 33 years with Merrill Lynch. Randy is part of a select group of financial advisors at UBS that have shown great success and expertise in serving the distinguished and sophisticated affluent client segment and is currently an approved portfolio manager for key local foundations
- Barron's 2009 1,000 Top Advisors
- Cincinnati Magazine 2009 Best Personal Wealth Managers
Randy graduated from Marshall University with a degree in Business Administration. He is active with his church and is an avid fly fisherman. He lives in Washington Township with his wife, Candice.
AL, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MD, MI, MN, MO, MS, NC, NJ, NM, NY, OH, PA, SC, SD, TN, TX, VA, WV
Lawrence J. Hayes
Vice President - Wealth Management
Larry joined UBS in 2009 and has been a Financial Advisor since 1972. In addition to his many years as a Financial Advisor he was the Resident Branch Manager of Shearson/Smith Barney from 1984 through 1993 and formed his own independent brokerage firm in Oakwood, Ohio. Larry is an active member of the community, serving on many committees and boards. He is currently a Director of the Western Golf Association and serves on the Board of Governors at Moraine Country Club in Dayton, Ohio. He heads up the Dayton Chapter of the Chick Evans Scholarship Program helping caddies receive college scholarships. Moraine's caddy programs have awarded over $3,000,000 in college scholarships since 2001.
- Nominated for Registered Representative's Top 20 Brokers in the Country, 1980
- Founded International Chapter of Financial Planners of Dayton Ohio, 1981
- Branch Manager Council, Smith Barney, 1985-1991
- University of Dayton, President's Club & Leo Meyer Society
- Coordinator American Express Scholarship, University of Dayton
- University of Dayton Athletic Board-1999-2005
- Chick Evans Scholarship Committee, 1993- Present
- Co-Founded Moraine Caddy Scholarship Fund, President 2001, Trustee through 2012
- College Promise Mentor-Sinclair Community College, 2012- Present
Larry graduated from the University of Dayton with a Bachelor of Arts in economics. He enjoys golf, sports, charitable gifting and travel.
His tagline motto: "Premier Investment Advice at a reasonable price"
AZ, CA, CO, FL, GA, IL, IN, KS, MD, MI, MN, MS, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, WV
Randale John Honaker III, CFP®
Randale joined UBS in 2014 and specializes in custom financial planning. Randale is a CERTIFIED FINANCIAL PLANNER™ professional, the industry standard for excellence in financial planning.
Prior to becoming a financial advisor, Randale served 10 years in the Navy as a cryptologic officer, giving him a unique set of skills for making sense of the complex investing landscape and helping clients navigate through some of the most difficult situations in life. Randale holds Masters degrees in computer science and applied mathematics and received a Bachelor of Science in mathematics from Miami University with a minor in finance. He is an active member of Apex Community Church and resides in Oakwood with his wife, Amy and their four children.
AL, AZ, CA, CO, FL, GA, IL, IN, KY, MI, MO, MS, MT, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WV
David L. Neer
Dave entered the financial industry in 2003. His prior experience includes extensive sales and marketing management positions for a Fortune 500 corporation. In addition, he held leadership positions with a public affairs organization, an international trade association and a community foundation. He has consistently given back to the community by his many years of board and committee service for local nonprofit organizations including church, international service, healthcare, manufacturing and engineering groups. Dave received a Bachelor of Arts degree in mathematics from Miami University. He resides in Kettering with his wife, Nancy.
Katherine M. Kakas
Senior Client Service Associate
Kitty has worked in the industry for over 30 years and has worked with Larry Hayes for most of those 30 years. Kitty helps with account opening, customer service and placing orders. She is a life long resident of Miamisburg and enjoys being with her children and grandchildren.
AZ, CO, FL, GA, IL, IN, MD, MI, MN, MS, NC, NY, OH, SC, SD, TX, VA, WV
Client Service Associate
Nicole joined our team in 2009 and has worked in the industry since 2000. She coordinates client meetings, handles account openings and customer service. In her free time, Nicole enjoys spending time with her husband and two children.
Heather Ann Mccrabb
Client Service Associate
Heather joined our team in 2016. Prior to coming to UBS, she spent 14 years as an electrochemist for a small R&D company in the Dayton area where she learned that regardless of the industry, communication and teamwork are key to identifying client needs, meeting client expectations and proactively responding to and managing unforeseen challenges. She received her bachelor and master degrees in chemistry from Wright State University. As part of the team at UBS, Heather generates client portfolio reports, coordinates client seminars and events and maintains the client contact system. She is a life-long resident of Kettering, where she resides with her husband and son. In their free time, Heather and her family enjoy spending their time ice skating, swimming and bowling.