Experience Makes all the difference

Our mission is to provide quality investment advice and superior customer service to our clients. Our goal is to build long-term relationships with individuals and families who value the advice and services we provide. We will accomplish this through regular client contact, including, but not limited to, periodic portfolio reviews, performance analysis and client appreciation events.

Carleton S. "Carl" Crimmins

Senior Vice President - Wealth Management
Financial Advisor
248-645-3907

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Carl offers more than 32 years of experience in the financial services industry and has been with UBS since 2009. He is uniquely qualified to tailor personal investment recommendations that match clients' specific needs. Carl graduated from Alma College and completed the Senior Account Executive Training Program at the Wharton School of the University of Pennsylvania. His application of his knowledge and skills has earned him numerous accolades, including membership in Barrons/Crain's Detroit Business is a top Financial Advisor in metropolitan Detroit for 2007 and 2008.

 


Registered States:
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MD, MI, MT, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, VT, WA, WI, WV


Eric D. Maxwell

Senior Wealth Strategy Associate
248-645-3909

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Eric brings more than 32 years of experience in the financial services industry and specializes in developing the overall asset allocation and investment strategies for the team's clients. He is a partner in the Crimmins Group and has been a member of the team for the past 19 years. Eric is a graduate of Central Michigan University.

 


Registered States:
AZ, CA, CO, CT, FL, IL, IN, MA, MI, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX


Melinda Frink-Crimmins

Wealth Strategy Associate
248-645-3912

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Mindy, Carl's wife, is a partner in the Crimmins Group and has been working with the group for the past 26 years. She ensures our clients daily account needs are managed properly. Mindy is a graduate of Western Michigan University.

 


Registered States:
AZ, CA, CO, FL, IL, IN, MI, OH, OR


Lindsay B. Luxon

Investment Associate
248-645-3915

email



Lindsay is an 18 year veteran in the financial services industry and is the newest member of the Crimmins Group. She assist clients with pursuing all aspects of their financial goals and has extensive knowledge of UBS Online Services and the electronic aspects of account management. Lindsay is a graduate of Madonna University.

 


Registered States:
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MD, MI, MT, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, WI