As an Advisor, my strongest assets are the relationships I've established with my clients. Drawing on my experience and knowledge, I 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 their objectives and what matters most to them.

Empowering clients to make smarter financial decisions is at the center of everything I do. Over the past 25 years, I have focused on educating clients and helping them manage their wealth throughout both good times and bad.  I joined UBS after being offered a position in management and have prior tenures at Merrill Lynch and Morgan Stanley.

I emphasize planning with a holistic approach to portfolio management. Clients that utilize my experience are typically high net worth individuals with complex financial needs.  My in-depth investment process involves understanding client's needs, customizing a solution, implementing a portfolio and managing risk. 

My involvement with client's, both on a personal and financial level has driven my clientele to a multi-generational practice. I work closely with my client's attorneys and accountants to ensure we are addressing all of their needs and coordinate our efforts. Retirement income planning, education funding, charitable giving and estate planning are areas of concentration in my practice.

My M.B.A. and bachelor’s degree in Finance are from New York Institute of Technology. My husband and I live with our four children in Richfield, Ohio where we enjoy tennis and hiking.

I am a Board member and mentor with the Women's Leadership Council of the United Way and a Board member with the Center for Financial Literacy. I am an active member in the community through the Akron Food Bank and the Akron Children's Hospital.

Caryl-Lyn Mazullo has been recognized as an industry leader 

• Forbes Best-In-State Wealth Advisors, 2019
• Forbes Best in State Wealth Advisor 2018
• Working Mother Magazine Top Wealth Adviser Moms, 2018
• Senior Vice President – UBS Wealth Management, 2010 – present
• Senior Vice President – Morgan Stanley, 2006 – 2010
• Vice President – Merrill Lynch, 1993-2006

Registered States:
AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA

With over 20 years of experience in financial services, Tina is a Senior Registered Client Service Associate. She holds her series 7 and 66 securities licenses and is a Chartered Retirement Planning Counselor, CRPC. Tina focuses on outstanding client service as well as the administrative aspects of wealth management that includes financial planning, banking, and insurance. She and her husband, Arron, reside in New Franklin, Ohio with their three children; Tyler, Austin and Alayna. Tina enjoys reading, swimming and spending time with her family.

Registered States:
AL, AZ, CA, CT, FL, GA, HI, IL, IN, KY, MA, MI, NC, NJ, NV, NY, OH, PA, SC, TX, VA