The Steffes Group - UBS Financial Services Inc.

Lee McCarthy - UBS Financial Services Inc. is a reputable financial advisory firm located in Brookfield, WI. With over 15 years of experience in the financial services industry, Lee McCarthy offers personalized financial planning and wealth management services to clients, guiding them through major life events and helping them preserve and pass on their wealth. Lee holds various securities licenses and is working towards becoming a Certified Financial Planner, ensuring that clients receive expert advice and guidance. Outside of work, Lee enjoys golfing, running, and spending time with his family. Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, Lee McCarthy - UBS Financial Services Inc. is committed to understanding each client's unique financial goals and crafting tailored solutions. Their comprehensive approach to financial planning goes beyond investments, encompassing all aspects of clients' financial lives. With a focus on liquidity management and a team of experienced professionals, Lee McCarthy - UBS Financial Services Inc. provides clients with the expertise and support they need to turn their financial vision into a reality.Generated from the website

Neil Conway - UBS Financial Services Inc. in Brookfield, WI is a wealth management firm that focuses on guiding clients through major life events and helping them preserve and pass on their wealth. With a customized approach to financial planning and wealth management, they go beyond investments to encompass all aspects of their clients' financial lives. Backed by the strength of UBS, a global leader in wealth management, Neil Conway and his team are committed to understanding what wealth means for their clients and delivering finely crafted financial advice that aligns with their clients' values and goals.Generated from the website

Paul Ramus - UBS Financial Services Inc. is a reputable financial advisory firm based in Brookfield, WI. With over 20 years of experience in the financial services industry, Paul Ramus specializes in retirement planning and the management of 401(k) plans. He offers personalized financial advice, portfolio management, and estate planning services to individual clients, while also providing retirement plan consulting services to companies, focusing on fiduciary risk management and educating plan participants on retirement readiness. Paul Ramus holds a Bachelor's Degree in Finance from the University of Wisconsin Whitewater and an MBA from the University of Wisconsin Milwaukee. He has earned various professional designations, including the Certified Retirement Plan Specialist (CRPS) designation and the Accredited Investment Fiduciary (AIF) designation. With his extensive knowledge and expertise, Paul Ramus helps clients navigate their financial goals and secure their financial future.Generated from the website