Rick Cocke - UBS Financial Services Inc.

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5757 Monroe St
Sylvania, OH 43560
+1 (419) 318-5126
https://advisors.ubs.com

Rick Cocke is a Senior Vice President of Wealth Management at UBS Financial Services Inc., located in Sylvania, OH, with over 30 years of experience in the financial services industry. He specializes in managing individual portfolios through risk management, tax-efficient investing, and asset allocation models, emphasizing a disciplined approach to asset accumulation.

Under his leadership, the team has been recognized as one of Barron's Top 250 Private Wealth Management Teams for 2025, showcasing their commitment to providing clients with tailored wealth management strategies. The UBS Wealth Way approach focuses on three key dimensions: Liquidity, Longevity, and Legacy, helping clients organize their financial lives and pursue their wealth management goals.

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