Sheri Lucas - Raymond James

Located in Cincinnati OH Dave Holwadel is a dedicated financial advisor with Raymond James providing expert financial planning and investment strategies. With a focus on personalized service he helps clients navigate their financial journeys to achieve their goals. Whether you're planning for retirement saving for education or managing investments Dave is committed to offering tailored solutions that meet your unique needs. Generated from this place's information

Stifel, based in Cincinnati, is a full-service brokerage and investment banking firm offering a range of financial services. Their expertise includes securities brokerage, investment banking, trading, and investment advisory for individual investors, businesses, and municipalities. With a focus on providing professional money managers with comprehensive financial solutions, Stifel is dedicated to delivering top-notch services to meet the diverse needs of their clients. Their commitment to excellence sets them apart as a trusted partner in the financial industry. Generated from their website's infomation

UBS Financial Services specializes in wealth management solutions. The company offers a range of trading, brokerage and securities products for clients in the United States. It is a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. UBS Financial Services is a part of UBS, which has expertise in investment banking and asset management solutions. The parent company provides a selection of financial services for private, corporate and institutional clients worldwide. With offices in more than 50 countries, it employs over 65,000 people. UBS operates Wealth Management Americas, which provides advice-based relationships through its financial advisors.