Grand Blanc, MI Branch Office - UBS Financial Services Inc.
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UBS Financial Services Inc. is a leading wealth management firm with over 160 years of experience, dedicated to building lasting relationships by understanding clients' priorities and concerns. Their approach, known as UBS Wealth Way, focuses on three key dimensions: Liquidity, Longevity, and Legacy, helping clients pursue their financial goals with tailored strategies.
Jeffrey Catlin, an Executive Director and Market Director, brings over thirty years of experience in wealth management to UBS, having held various roles since joining the firm in 1999. His leadership spans multiple offices across Michigan and Ohio, emphasizing a commitment to quality client service and long-term relationships.
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