Randale J. Honaker
UBS financial advisor helping successful families and individuals navigate their financial future.
- Role
- Senior Vice President - Wealth Management at UBS
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Randale J. Honaker
These are the comments of this employee only, and not of UBS…
Experience
Senior Vice President - Wealth Management
Sep 2014 — Present · Dayton, OH, US
We offer an individulalized planning process and portfolio management to help ensure our clients don\'t outlive their savings. We are a family practice that prides ourselves on providing a high tech, high touch approach to securing our clients\' financial futures.
Education
Miami University
B.S.
1998 — 2003
Naval Postgraduate School
Dual M.S.
2008 — 2011
Skills
- Retirement Planning
- Philanthropy
- Wealth Management
- Series 7
- Problem Solving
- Strategic Financial Planning
- Series 66
- Asset Allocation
- Cfp(R) Professional
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