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Wealth Management US

As your Financial Advisor, I can leverage the global resources of UBS, one of the world's largest wealth managers, to address your needs.  Below is a sample of the resources at my disposal:

  • Alternative investments, professional money management services, lending solutions
  • Retirement planning, fixed-income securities, tax planning strategies*
  • Estate planning strategies, philanthropy and gifting strategies, trust services*

By understanding your concerns, I can design a plan to help you make appropriate financial decisions for today and tomorrow.

*Neither UBS Financial Services Inc. nor its employees provide legal or tax advice. You must consult with your attorney and tax advisors regarding your personal circumstances.

 

Donna Rizor Longfellow
Vice President - Investments
175 Montrose West Avenue
3rd Floor
Akron, OH 44321
330-665-7418
800-423-6451
330-665-7444 fax
donna.rizor@ubs.com
Managing Wealth


Planning for Sustainable Income
Pursuing Your Vision
Protecting & Transferring Wealth

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UBS is developing a structure to repurchase auction preferred stock from clients
UBS announces estimated results for second quarter

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Experiencing UBS

The UBS Client Experience
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Personalizing Your Financial Plan

Spotlight Articles

Market Outlook: Clouds on the horizon UBS Market Outlook (125kb)
A Conversation with Marten Hoekstra

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