Experience That inspires confidence

Sean W. Hardy

Senior Vice President - Wealth Management
Senior Retirement Plan Consultant
Portfolio Manager
216-736-2876
sean.w.hardy@ubs.com

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Before embarking on my financial services career as the new century dawned, I spent several years working for a privately-held industrial company led by a dynamic CEO and management team –which gave me a birds-eye view of the hopes and dreams, challenges and opportunities of a special breed – namely the entrepreneurs who would become the driving focus and passion of our financial business at UBS.

From my days on the client side, to my years at Merrill-Lynch, McDonald Investments and now UBS, I have focused on meeting a need that too often goes unmet in my profession – a need that transcends simply providing routine asset allocation and portfolio management. That’s why; I never begin by focusing on the numbers. Rather I take the time to truly understand their businesses, to learn what gets them going in the morning and, just as importantly, what keeps them up at night.

In so doing, I can secure the insights to help them better pursue both their financial and personal aspirations. I can shape a plan focused on retirement income for them and their employees. I can help them create sustainable structures for educational funding, charitable giving and estate planning. And I can help them access credit to expand their business, purchase a home, or care for a loved one.

I earned my bachelor's degree in business from Bowling Green State University and where I met my wife, Teresa. It was at Bowling Green that I learned the value of giving back having served there in several capacities. I continue that tradition on the boards of the Mayo Society of Cleveland, the Collaborative to End Human Trafficking, the Irish American Charitable Foundation, the Rock & Roll Hall of Fame & Museum's Rock Advisors, and Prayers from Maria. My wife and I live in Westlake.

 


Registered States:
AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, NC, NY, OH, OR, PA, SC, TX, VA


Amy J. Minnier

Associate Director
Senior Wealth Strategy Associate
Financial Paraplanner Qualified Professional (FPQP™)
216-736-3667
amy.minnier@ubs.com


Registered States:
AZ, CA, CT, DE, FL, GA, IA, IL, IN, MA, MI, MN, NC, NY, OH, OR, PA, TX


Zac Stanley

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
216-736-2815
zachary.stanley@ubs.com

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Registered States:
AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TX, VA


Mackenzy Schaefer

Client Service Associate
216-736-3669
mackenzy.schaefer@ubs.com