Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Kevin M. Shepherd

Managing Director - Wealth Management
513-792-5161
kevin.shepherd@ubs.com

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Kevin began his career at Merrill Lynch in 1990. In 1991, he founded the Family Wealth Management team at Merrill Lynch, which transferred to UBS in 2009. The team has made very few personnel changes, as Kevin believes that longevity can be one of the greatest strengths of an advisory team. He wants to ensure clients receive consistency. In addition to managing the team and future initiatives, he manages client relationships and makes certain clients understand the team's investment and financial strategies. He takes pride in working with clients in developing their financial longevity and building personal relationships.


Registered States:
AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV, WY


Karen A. Breed, CFP®, CPWA®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
513-792-5163
karen.breed@ubs.com

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Karen brings a wide variety of expertise to the team. She began her professional career in 1980, as a paralegal specializing in estate, trust, and tax matters. Subsequently, she spent 7 years as a trust officer at two local Cincinnati banks. In 1990, Karen completed the CPA exam. In 1998, she started as a regional Financial Planning Specialist at Merrill Lynch and joined the Family Wealth Management team in 2002. Karen has expertise in financial and estate planning, in addition to a unique perspective on taxes. She is responsible for managing client relationships and has obtained her Certified Financial Planner, Certified Private Wealth Advisor, and Chartered Retirement Planning Counselor industry designations.


Registered States:
AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV, WY


William D. Jones

Senior Vice President - Wealth Management
513-792-2424
bill.d.jones@ubs.com

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Bill began his career in the financial services industry in 1990 with Smith Barney after graduating college from the University of Tennessee.  After nearly 20 years at Smith Barney, he transferred his practice to UBS in February 2009 and later merged into the Family Wealth Management team in January of 2016.  Bill provides private client relationship services to clients that allow them to plan and to achieve their financial goals.  He brings extensive knowledge of investment management and strategic asset allocations to the team and aids in developing and monitoring the team portfolios.


Registered States:
AZ, CA, CO, DC, FL, GA, HI, IL, IN, KY, LA, MA, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV, WY


Jacob M. Rieger, CFP®, CRPC®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
513-792-5155
jacob.rieger@ubs.com

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Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MD, MI, MO, NC, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY


Christine Elaine Jaun

Wealth Strategy Associate
513-792-5157
christine.jaun@ubs.com


Registered States:
AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, NC, NM, OH, TX, WA


Nicholas Ethan Preshaw

Wealth Strategy Associate
Chartered Retirement Planning Counselor (CRPC®)
513-792-2195
nicholas.preshaw@ubs.com


Registered States:
CA, FL, GA, HI, IN, KY, MI, NC, NJ, OH, OR, SC, TN, TX


Michael Shepherd

Wealth Strategy Associate
Chartered Retirement Planning Counselor (CRPC®)
513-792-5167
michael.shepherd@ubs.com


Registered States:
CA, FL, IL, KY, LA, MT, NC, OH, OR, PA, SC, TX


Douglas Howe

Client Service Associate
513-792-5152
douglas.howe@ubs.com


Craig James McCarty

Client Service Associate
513-792-5164
craig.mccarty@ubs.com


Amy M. McFadden

Senior Registered Client Service Associate
513-792-5170
amy.mcfadden@ubs.com


Registered States:
AZ, CA, CO, FL, GA, HI, IA, IL, IN, KY, LA, MI, NC, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WY


Mary L. Weisenborn

Client Service Associate
513-792-5159
mary.weisenborn@ubs.com


Blair Michelle Harrington

Client Service Associate
513-792-2410
blair.harrington@ubs.com


Registered States:
OH