Sean W. Hardy
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.
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
Senior Wealth Strategy Associate
Financial Paraplanner Qualified Professional (FPQP)
AZ, CA, CT, DE, FL, GA, IA, IL, IN, MA, MI, MN, NC, NY, OH, OR, PA, TX
AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TX, VA
Client Service Associate