Ken joined Gradison & Co. in April of 1985 after receiving his degree in Finance from the University of Arizona.  He became a Certified Financial Planner (CFP) in 1991, and attained his M.S. in Personal Financial Planning in 2011.  After several mergers with McDonald and Co. and Key Bank, Ken landed at UBS.  Ken is Series 7 , 63, and 65 registered and holds Life, Health, and Variable life insurance authorities.  Ken has enjoyed a successful career encompassing both financial planning and investment advice.

As an active member of the community, Ken has served on the boards for the Jewish Federation of Cincinnati, the Jewish Community Center of Cincinnati, and Footlighters Community Theater.  Along with being a graduate of Leadership Cincinnati, he is an active member of the Artswave Board of Directors.  Ken and his wife, Carrie, have raised three beautiful children and are doting over their first granddaughter; they currently live in Montgomery, OH.

Registered States:
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, VA, VT, WA, WI

Scott offers 26 years of experience in the wealth management industry and focuses on retirement, estate and tax planning for retirees, pre-retirees, business owners and executives. Scott's clients depend on him to lead them through life's most important financial decisions and have come to rely on his insight and recommendations.

Prior to joining UBS, Scott was at Merrill Lynch, where in addition to being a financial advisor, he also managed the Blue Ash, OH office, supervising as many as 27 other advisors. His business philosophy centers on comprehensive financial planning and discipline as a way to help avoid common investment pitfalls and to more effectively help clients pursue their financial goals.

A graduate of the University of Cincinnati with a B.B.A. in finance, Scott holds Series 7, 8, 63, and 65 securities licenses and is also insurance licensed. In 2012 he has achieved the Certified Financial Planner™ (CFP®) designation. Scott's hobbies include tennis, golf, woodworking, boating and hunting.  He currently resides in Anderson Township with his wife of 31 years.

Registered States:
AK, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MS, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, VA, WA, WI

Pete joined UBS in 2009 after spending 22 years with Merrill Lynch. He specializes in providing retirement planning for clients in or near retirement. Pete also works with business owners and executives on managing their personal and corporate assets. While at Merrill Lynch, in addition to his role as a planning-based Financial Advisor, Pete opened and managed its Northern Kentucky branch. As a result, he has gained valuable experience in not only helping investors pursue their financial goals, but also in helping other Financial Advisors succeed. This has given him a much broader source of expertise to draw from in running his own practice at UBS.

Pete earned a B.B.A. in Finance and Marketing from the University of Cincinnati and holds Series 7, 8, 63 and 65 securities licenses, as well as an insurance license. Pete has also received the Chartered Retirement Planning Counselor designation. He is active in his community and resides in Anderson Township with his wife, Terri, and their two sons.

Registered States:
AK, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MS, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, VA, WA, WI

In 2005, Ryan graduated from Indiana University in Bloomington, IN.  He received his degree in Marketing Communications and received a Business Certification from the Kelley School of Business.  Ryan began his professional career at CH Robinson in Chicago, IL.  In 2013, after 8 successful years with the company, he transitioned into the financial services industry by working as a Financial Advisor with Morgan Stanley in Chicago, IL.  Ryan decided to relocate to Cincinnati and join UBS in April of 2015.  Ryan is Series 7 and 66 registered and holds Life, Health, and Variable life insurance authorities.

Ryan has served on the board for the Jewish Council for Youth Services and was a member of the Jewish United Fund in Chicago, IL.  Since moving to Cincinnati, Ryan has taken active roles in the Jewish Professional Advisors Network, Jewish Federation Allocation Committee, and the Cincinnati Beyond 2020 Initiative.  Ryan and his wife, Sari, live in Blue Ash, OH with their daughter, Sloane.

Registered States:
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, VA, VT, WA, WI

Nicholas joined Pinnacle Wealth Management in 2019. Prior to his role on the team, he spent 3 years in the Wealth Planning Associate role at UBS. As a WPA he partnered with Financial Advisors in the UBS Cincinnati market to create and deliver comprehensive financial planning solutions tailored to their clients. 

Nicholas attained the CERTIFIED FINANCIAL PLANNER™ designation in 2018. As a financial planner he has developed an expertise in retirement income & cash flow analysis, retirement plans & employee benefits, executive compensation strategies, risk & liability management, business succession planning, charitable giving strategies, and estate & multigenerational planning. In addition to the CFP®, he holds the Series 7 and 66 securities licenses, Accredited Wealth Management Advisor^SM designation, and a Life & Health Insurance license.

Prior to joining UBS, Nicholas graduated from The Ohio State University's Fisher College of Business with a B.S. in Business Administration with specializations in Finance and Information Systems. Having been raised on the west side of Cincinnati, he is a proud native who enjoys exploring the city. Nicholas spends his time away from the office pursuing his passions which include guitar, extreme sports, and travel.

Registered States:
AK, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MS, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, VA, WA, WI

Beth began her career in the financial services industry in 1985. She has held service and administrative positions at Smith Barney and US Bank. She is a graduate of Wilmington College with a B.A. in business management. In 1999, she joined Gradison/UBS. She earned the Series 7, 63 and 65 securities licenses.

Beth is a Jazzercise instructor in her free time. She enjoys traveling, volunteering and spending time with family and friends. She currently resides in Fairfield Township, OH.

Registered States:
AR, CA, DE, FL, GA, IL, IN, KY, MA, MI, MN, NJ, NY, OH, OK, SC, TN, VT, WI

Jacob started with the Pinnacle Wealth Management Team in 2018. With a passion for finance, he found himself at home with UBS. Jacob serves the team as a Client Service Associate, providing support services to his team, social media and marketing strategies, and maintaining a high level of client communications.  

Jacob earned a Bachelor's Degree in Finance from the University of Cincinnati in 2018. He is currently studying for his Series 66 license. In Jacob's free time, he enjoys spending time with friends and family. He is also an avid golfer and outdoor sports enthusiast.

Registered States:
OH