Steadiness It comes from experience

Our depth of experience provides you with a clear perspective on the markets and how they may impact your life. Our team’s process for creating relevant solutions is built on a patient understanding of your financial goals, the knowledge and expertise to offer practical solutions and the wisdom to help you make the right decisions.

Owen D. Sweeney, Jr., CIMA®, CPWA®

Senior Vice President - Wealth Management
Financial Advisor
Institutional Consultant, UBS Institutional Consulting
Certified Investment Management Analyst (CIMA®)
Visit my personal page
480-443-5442

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Owen is a Chartered Private Wealth Advisor™ and Certified Investment Management Analyst™. He has been with UBS for over 28 years.

Owen has served on the board for Ronald McDonald House Charities and actively supports the Boys and Girls Club, as well as other organizations that strive to improve the lives of young people.

Owen splits time between Alaska, Arizona, and Oregon so he can enjoy his passion for the outdoors and share it with his wife and son


Registered States:
AK, AZ, CA, CO, CT, FL, GA, IA, ID, IL, LA, MA, MD, MI, MN, NC, NH, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA, WY


Andrew Ruboyianes, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
Visit my personal page
520-748-3659

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Andrew Ruboyianes, CFP®, discovered a love for finance while growing up in the industry under the wing of his father  (Jim) who has been with what is now UBS for 38 years.  As a youth Andrew was an accomplished athlete, Eagle Scout and The Vice President of National DECA.  After completing an undergraduate degree in communication and business from the University of Arizona, he joined his father at UBS as a financial advisor.  Andrew has gone on to complete the Wealth Advisor designation at UBS and has become a CERTIFIED FINANCIAL PLANNER™ Practitioner. 

Andrew is married to Alexia who he met at church at an early age.  Together they love to run, cook and spend time with their three children.


Registered States:
AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MT, NC, NH, NM, NV, NY, OK, OR, SC, TN, TX, VA, WA, WI, WY


Jason Hamlin, CIMA®, CRPC

First Vice President - Wealth Management
Financial Advisor
Wealth Advisor
Institutional Consultant, UBS Institutional Consulting
Certified Investment Management Analyst (CIMA®)
Visit my personal page
206-447-2465

email   Connect with me on LinkedIn



Jason is a Wealth Advisor, Chartered Retirement Planning Counselor™ and Certified Investment Management Analyst™. Jason earned his CIMA designation from the Wharton Business School as part of the Investment Management Consultants Association. He has been with UBS for 11 years.

Jason has served on several non-profit boards, including the Woodland Park Zoo and Community Health Center of Snohomish County. He was President of the Greater Wasilla Chamber of Commerce where he earned awards for Business Person of the Year and Top 40 Under 40.

Jason and his wife of 20 years have three active boys. He likes to coach youth sports, hike, play guitar and cheer for Seattle sports teams with his family.


Registered States:
AK, AZ, CA, CO, CT, FL, GA, IA, ID, IL, MA, MD, MI, MN, MT, NC, NH, NV, NY, OK, OR, SC, TN, TX, VA, WA, WY


Robert J. Lehnhardt, CFP®

First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Visit my personal page
520-748-3632

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I began my career in financial services in 1986  after earning a Bachelor of Science degree in Business Administration from Northern Arizona University.  I came to UBS in 2012 after a 16 year career at Merrill Lynch. I was the Associate Resident Director for the Merrill Lynch office in Green Valley AZ from 2007 to 2010.  Previously I worked for First Interstate Bank of Arizona.

My relationships with my clients are long term and are built on understanding and meeting their unique needs.  In my relationships with my clients I often provide them advice that goes beyond investment management.

I  provide my clients with core investment strategies and provide them with tactical asset allocation.

My wife Lisa and I live in Tucson Arizona.  We are active in our church community and in our spare time we enjoy the outdoors of all of the Southwest.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, MN, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, VA, WA, WI, WY


Stephanie L. Keeton Honan, CFP®

First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
Visit my personal page
206-287-8805
800-426-7531

email   Connect with me on LinkedIn



Stephanie is a Wealth Advisor and Certified Financial Planner™. Her background in wealth management services includes high net-worth planning, charitable giving and business retirement programs. She has lead investor workshops on employee stock options and investing for women.

Stephanie earned a B.A. in political science from Washington State University. Her passion for animals has lead her to help with fundraising for animal advocacy organizations. Stephanie lives in Magnolia with her husband and her pets and enjoys time spent at their second community in Sun Valley.


Registered States:
AK, AZ, CA, CO, CT, FL, GA, IA, ID, IL, MA, MD, MI, MN, MT, NC, NH, NV, NY, OK, OR, SC, TN, TX, VA, WA, WY


Scott "Scott" Thompson

Financial Advisor
520-748-3621
520-750-7500

email



In today's economy, good financial advice is critical. That’s why it’s important to work with a dedicated Financial Advisor committed to listening to you, understanding your concerns and helping make sure all aspects of your financial life are aligned. I strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.

Talk to me about how I can help you embrace your financial future with confidence.

 

 


Registered States:
AZ, TN, TX


Marnie Rose

Senior Wealth Strategy Associate
520-748-3622

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Registered States:
AZ, NY, OH


Susie Wong

Wealth Management Associate
480-443-5423
--

email



Susie earned her Bachelor of Science degree in Finance magna cum laude from Arizona State University in 1997. She began her career as an analyst with Smith Barney researching investment managers, creating asset allocation proposals and performance reporting. She then spent seven years overseas in Hong Kong with Citigroup Asset Management servicing Asia's ultra-high net worth business owners and families and later joined HSBC Private Bank working in marketing & communications for the region.

In 2011, she returned to her native Scottsdale, AZ with her husband and continues her financial services career by providing outstanding client service and support. She enjoys volunteering at pet shelters and long walks with her rescue dog Luke.


Registered States:
AK, AZ, CA, ID, OR, TX, UT, VA, WA


Rachel Ann Seely

Client Service Associate
206-447-2421

email



Rachel joined UBS as a Client Service Associate in 2018. She provides administrative and client support to our team's clients. She earned her Bachelor of Arts in Economics from the University of Washington in June 2018. Prior to joining UBS full time, Rachel spent a year as an intern with our team. In her free time, Rachel enjoys skiing, backpacking, and traveling to new countries.

 


Registered States:
AK, AZ, CA, GA, MD, OR, TX, WA


Sara Anne Watson

Client Service Associate
520-748-3614

email




Registered States:
AZ