Managing Director - Wealth Management at UBS Financial Services, Inc.
Cleveland, Ohio, United States
Contact Info
734 followers
500+ connections
About
In today’s dynamic global marketplace, I firmly believe that individuals, families, and businesses benefit from ongoing professional advice based on their unique objectives and needs. Working with private clients, I focus on comprehensive wealth planning and investment management by incorporating all aspects of your financial life. When working with companies, I concentrate on qualified retirement planning and business succession planning.
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**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Activity
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Lucky to have known this D.C. superstar for 25 years, Jimmy Lynn is one of the most influential achievers in the sports/content industry. He teaches…
Lucky to have known this D.C. superstar for 25 years, Jimmy Lynn is one of the most influential achievers in the sports/content industry. He teaches…
Liked by Modesto "Moe" Ruggiero, CEPA®
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This is significant progress for Ohio, for CNBC's annual ranking of best states for business has become quite credible.
This is significant progress for Ohio, for CNBC's annual ranking of best states for business has become quite credible.
Liked by Modesto "Moe" Ruggiero, CEPA®
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Amy Lucal Simmons and I celebrated Independence Day last week at this picturesque park outside Vilnius, Lithuania amidst the beautiful sights and…
Amy Lucal Simmons and I celebrated Independence Day last week at this picturesque park outside Vilnius, Lithuania amidst the beautiful sights and…
Liked by Modesto "Moe" Ruggiero, CEPA®
Experience
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Managing Director - Wealth Advisor
UBS Financial Services
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Education
Licenses & Certifications
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**Registered States** AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
FINRA
Volunteer Experience
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Lunch Volunteer
Bishop William M Cosgrove Center
- Present 4 years 7 months
Honors & Awards
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Forbes America’s Top Wealth Management Teams 2020, 2021, 2022
Forbes
The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures
More activity by Modesto "Moe"
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It was 40 years ago today that I started my career at UBS when I joined PaineWebber straight out of graduate school. I am often asked what it was…
It was 40 years ago today that I started my career at UBS when I joined PaineWebber straight out of graduate school. I am often asked what it was…
Liked by Modesto "Moe" Ruggiero, CEPA®
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At Peachtree VA, we believe in helping you achieve your goals one step at a time. It's easy to feel overwhelmed by the big picture, but with a VA…
At Peachtree VA, we believe in helping you achieve your goals one step at a time. It's easy to feel overwhelmed by the big picture, but with a VA…
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This facility is amazing and positions this seasoned team for continued success.
This facility is amazing and positions this seasoned team for continued success.
Liked by Modesto "Moe" Ruggiero, CEPA®
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At Peachtree VA, we believe that achieving success with a Virtual Assistant comes down to three important steps: Make a Plan: Outline your needs and…
At Peachtree VA, we believe that achieving success with a Virtual Assistant comes down to three important steps: Make a Plan: Outline your needs and…
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Dennis Kucinich It was an absolute pleasure to meet with Mr. Dennis Kucinich and his lovely wife, Elizabeth this afternoon. On behalf of the Ahola…
Dennis Kucinich It was an absolute pleasure to meet with Mr. Dennis Kucinich and his lovely wife, Elizabeth this afternoon. On behalf of the Ahola…
Liked by Modesto "Moe" Ruggiero, CEPA®
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Grateful to be a part of an awesome team at Stark Enterprises!!! #starkleasing #itsallabouttheexperience
Grateful to be a part of an awesome team at Stark Enterprises!!! #starkleasing #itsallabouttheexperience
Liked by Modesto "Moe" Ruggiero, CEPA®
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At UBS, we recognize that a legacy isn't only about passing on wealth. It can include a rich tradition of family stories, principles and values that…
At UBS, we recognize that a legacy isn't only about passing on wealth. It can include a rich tradition of family stories, principles and values that…
Liked by Modesto "Moe" Ruggiero, CEPA®
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Thank you, Notre Dame Club of Minnesota, for hosting one of the best events Fr. Malloy has been involved in. Notre Dame Club of Madison and Notre…
Thank you, Notre Dame Club of Minnesota, for hosting one of the best events Fr. Malloy has been involved in. Notre Dame Club of Madison and Notre…
Liked by Modesto "Moe" Ruggiero, CEPA®
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Often the greatest inheritance lies in shared life stories and family histories. Hear Sarah Salomon, Head of UBS Family Advisory and Philanthropy…
Often the greatest inheritance lies in shared life stories and family histories. Hear Sarah Salomon, Head of UBS Family Advisory and Philanthropy…
Liked by Modesto "Moe" Ruggiero, CEPA®
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Few conversations from Lay of The Land Podcast have resonated as deeply with me as those with Umberto Fedeli, CEO @ The Fedeli Group; the abundance…
Few conversations from Lay of The Land Podcast have resonated as deeply with me as those with Umberto Fedeli, CEO @ The Fedeli Group; the abundance…
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