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UBS Financial Services, Inc.

180 Market Street, Suite 200
New Albany
, 
OH
43054
614-939-2214https://www.ubs.com/us/en.html
Key Contacts:
Joshua YoungBrenda BennettDavid Shaver
Services
● 
1042 Rollover/QRP Investment
● 
Business Transitions
● 
Capital Markets Services
● 
Equity Compensation
● 
Equity Investment
● 
ESOP Financing
● 
Employee Benefit Plans
● 
Estate Planning
● 
Financial Planning
● 
Lending
● 
Monetization Lending
● 
Repurchase Obligation
● 
Transaction Planning
● 
Working Capital Strategies
● 
Complete Listing

Contact Us

Ohio Employee Ownership Center
Bowman Hall, Rm 321
Kent State University
Kent, OH 44242
330-672-3028
oeoc@kent.edu

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