Experience Makes all the difference

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances. 

Larry L. Smerglia

Senior Vice President - Wealth Management
330-498-4161
larry.smerglia@ubs.com

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Larry is a graduate of Malone University with degree in Management. Joined UBS in 2005 and brings more than 30 years experience in the financial services industry. Larry has been instrumental in the development and start-up of many non-profit foundations in his career. Currently serving as the Board Chairman for the Goodwill of Greater Cleveland and East Central Ohio where Goodwill makes goodskills. He actively supports the community by participating on several charitable and non-profit organizations as an Officer and Director.


Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IN, KY, MA, MD, MI, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA


Timothy L. Manion, CFP®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
330-498-4164
tim.manion@ubs.com

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Tim is a graduate of Georgia Tech with a degree in Industrial Management and has a MBA in Finance from University of Akron. Tim also is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He joined UBS in 2001 and has more than 14 years experience in the industry. He focuses on the total financial planning process including tax and estate planning, insurance planning and corporate retirement plans. He also manages clients' liabilities in the form of mortgages, lines of credit and loans.


Registered States:
AL, CO, FL, GA, IN, KY, MA, MI, NC, OH, SC, TN, TX


Matthew Long, CFP®

Financial Advisor
matthew.s.long@ubs.com


Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MS, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WI, WV


Michelle Rose

Senior Client Service Associate
330-498-4184
michelle.rose@ubs.com

Michelle is a graduate of Ohio University with a degree in Sports Science and has a Masters in Liberal Sciences from Eastern Michigan. She has more than 8 years experience in the financial services industry. Michelle manages the administrative and operational aspects of the team's cash management services and lending solutions.


Registered States:
OH


Aubrea Ryan

Senior Client Service Associate
330-498-4178
aubrea.ryan@ubs.com


Registered States:
OH