Experience Makes all the difference

"We strive to offer comprehensive solutions to help you achieve your unique financial goals and objectives. Our approach is predicated upon developing a relationship with our clients that often spans many years and multiple generations. While strategies evolve over time, our philosophy has remained consistent: offer clients the stewardship and advice that we would expect if our roles were reversed. We accept with sincere gratitude the great responsibility that has been entrusted to us as Financial Advisors."

Jean L. Raab

Vice President - Wealth Management
440-414-2777

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Jean L. Raab is following in her father John R. Aquilla's footsteps. She attended Kent State University and earned a Bachelor of Business Administration degree, majoring in Finance. Jean began her professional career in the banking industry. In 1993 she joined her father's investment practice at Pierre R. Smith & Co, which has since been acquired by McDonald Investments, Inc. and is now UBS Financial Services Inc. She holds both a securities and insurance license. Jean lives in Sheffield Village, Ohio with her husband Kevin and two children Emily and Jacob.


Registered States:
AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WI

Christopher M. Green

Vice President - Wealth Management
440-414-2778

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Christopher is a Cleveland native. Mr. Green obtained an undergraduate degree in Business and Finance from Mount Saint Mary's University and an M.B.A. from Baldwin-Wallace University. He has worked for National City Bank, KeyBank, McDonald Investments and is currently a securities and insurance licensed Financial Advisor with UBS Financial Services. He has 26 years of Financial Services experience and is part of an Advisory Practice that has been in existence for 56 years. Mr. Green resides in Westlake, Ohio. He and his wife Gina have 4 children: Aidan, Claire, Moira and Sean.


Registered States:
AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WI