UBS Financial Services
UBS Financial Services, with its Grand Rapids, MI branch, is committed to establishing lasting relationships by prioritizing clients' financial goals and concerns. The firm leverages over 160 years of experience in wealth management, empowering its top-tier advisors to provide best-in-class advice and solutions tailored to the unique needs of individuals and families.
Led by Executive Director Jeffrey Catlin, who brings over thirty years of industry experience, UBS focuses on developing personalized financial strategies through its distinctive UBS Wealth Way approach, which encompasses Liquidity, Longevity, and Legacy. By fostering a collaborative environment, UBS aims to be a primary source of financial guidance for its clients, helping them confidently navigate their financial futures.
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