Jerome Hartl - Stifel Nicolaus

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

UBS is a leading global wealth manager and universal bank based in Switzerland, renowned for its extensive suite of financial services, investment solutions, and personalized advice for discerning investors and families. The firm serves a diverse clientele, including corporate and institutional investors, through its robust investment banking and asset management capabilities. With a solid foundation in capital reserves and a commitment to sustainability and impact, UBS aims to empower clients to achieve their financial goals while providing insights and tailored solutions. The integration of Credit Suisse enhances UBS's offerings, fostering secure financial relationships and innovative strategies for clients worldwide. Generated from the website

Raymond James & Associates, situated in Traverse City, MI, is a financial services provider specializing in tailored wealth management, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, investment research, and personalized assistance aligned with client-specific objectives. Drawing on their extensive experience, Raymond James guides clients through intricate financial landscapes with detailed analysis and individualized support, placing a strong emphasis on prudent risk management. Emphasizing the growth, protection, and efficient transfer of financial resources, Raymond James & Associates combines a global reach with a community-centered ethos. Committed to delivering attentive, meaningful, and objective-based solutions, the company stands out for its dedication to helping clients navigate complex financial scenarios with precision and care in Traverse City, MI. Generated using this brand's available information