Mike McKay
Financial Advisor | Senior Vice President - Wealth Management | UBS Financial Services Inc.
- Role
- Senior Vice President - Wealth Management at UBS
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Mike McKay
After 28 years at P&G, I turned my 40 year passion for personal investing into a second career at UBS helping families achieve their dreams. P&G Products Research skills help me understand clients\' implicit and explicit needs. I use the immense resources of UBS and our partners to craft personalized financial plans and investment solutions. Great personal satisfaction flows from helping clients. I have no plan to retire. Why stop doing what you love? I can personally relate to clients retiring from P&G. Clients tell me they value my coaching on Life after Procter and second careers as much as my wealth management advice. I always feel like I have a fiduciary responsibility to act in my clients\' best interest. knowing the trust I earn will grow my business through referrals. The hardest part of my job is getting someone to have a serious, confidential conversation. Might I add value to you? m••••••••@ubs.com; 51••••••90; get to know you before recommending an action plan for you, your parents, your kids, and your community. I want to help you \'get more of what you want out of life\'. Financial plans to provide a road map for your life, strategic and tactical asset allocations to guide investment recommendations, retirement income solutions, tax efficient 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
Senior Vice President - Wealth Management
Jul 2001 — Present · Cincinnati, OH, US
Wealth Management, Financial Planning, Investment Advice, Concentrated positions, Stock Options, Tax strategies, Cash Management. and informal life coaching and second career planning.
Education
Xavier University - Williams College of Business
MBA, Marketing
1973 — 1977
Louisiana State University - College of Engineering
BS, Chemical Engineering
1969 — 1973
Skills
- Financial Planning
- Insurance
- Series 7
- Series 63
- Wealth Management
- Retirement Planning
- Investment Management
- Portfolio Management
- Financial Advisory
- Asset Allocation
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