Cochran, Richard

The Cullman/Holt Group at UBS Financial Services Inc. is located in Upper Arlington, Ohio, and specializes in wealth management services. They provide personal investment advice and tailored solutions for entrepreneurs, wealthy families, and individuals. Generated from the website

Jeffrey S. Cullman-UBS Financial Services Inc, located in Columbus, OH, is dedicated to providing personalized financial advice and strategies tailored to meet the unique needs of their clients. The firm emphasizes the importance of developing long-term relationships through a commitment to quality client service and extensive wealth management experience. The team, led by Managing Director Jeffrey S. Cullman and Senior Vice President Bruce Holt, includes professionals with diverse backgrounds in financial planning and investment management. They focus on multigenerational wealth management, estate planning strategies, and fostering healthy financial relationships, ensuring clients maintain control over their legacies. Generated from the website

Gateway Wealth Management, a division of UBS Financial Services Inc. in Columbus, OH, specializes in sophisticated wealth management and strategic exit planning for a select clientele, including successful families, entrepreneurs, and corporate executives. With a team that includes certified financial planners and investment analysts, they provide tailored advice to help clients navigate significant life transitions and financial complexities. The firm is dedicated to building long-term relationships through quality client service and customized financial strategies. Led by experienced professionals with deep industry knowledge, Gateway Wealth Management aims to empower clients to make informed decisions for their businesses, families, and futures. Generated from the website