Justine Greenwald

About Justine Greenwald

As a Financial Advisor with over 25 years in the business, I work with small businesses, individuals and families, helping clients pursue their objectives by building personalized portfolios aligned with individual goals. Working with a team that is committed to helping clients with all aspects of their financial situation, we believe in taking a holistic approach that starts with getting to know people on a deep level beyond just investments. Our team is proud to work for one of the largest wealth managers in the world, providing clients access to some of the best resources, products and services are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Financial Advisor

   UBS

   Aug 2023 — Present · Pepper Pike, OH, US

Education

• Arizona State University

  Bachelor's Degree

  1988 — 1992

Skills

• Investment Management
• Iras
• Wealth Management
• Securities
• Investments
• Wealth Management Services
• Financial Services
• Retirement
• Strategic Financial Planning
• 401k
• Wealth Accumulation
• Retirement Planning
• Portfolio Management
• Investment Advisory
• Asset Allocation
• Mutual Funds
• Investment Strategies
• Series 7
• Finance
• Asset Managment
• Financial Planning
• Asset Management
• Uniform Combined State Law
• Roth Ira
• Relationship Management
• Small Business
• 401k Rollovers
• Insurance
• Equities
• Certified Financial Planner
• Long Term Care Insurance
• On-Camera Talent
• Financial Modeling