Owen McBride, CFP®, CLU®, CEPA
Managing Director | Wealth Management Private Wealth Advisor@ UBS
Greater Cleveland
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Owen McBride, CFP(r), CLU(r), CEPA is a highly experienced wealth management professional with over 30 years of work experience. He is a founding member of the Cleveland Wealth Management Team and a Private Wealth Advisor, specializing in providing comprehensive wealth management solutions to affluent clients. Owen focuses on providing comprehensive wealth management solutions to affluent clients, including financial planning, trust and estate planning, asset management, and tax minimization strategies. He is a member of the Cleveland Wealth Management Team, providing comprehensive wealth management solutions to affluent clients.
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Emails and Phone Numbers

@ubs.com
@ubs.com
+1 216736****
+1 216696****
+1 216496****
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About

I am a founding member of the Cleveland Wealth Management Team and a Private Wealth Advisor, a distinction attained by fewer than 400 of UBS' nearly 7,000 advisors. I focus on providing comprehensive wealth management solutions to a limited number of clients. As part of the Cleveland Wealth Management Team, I help affluent clients address their greatest wealth management concerns include financial planning, trust and estate planning, asset management and tax minimization strategies./*********/**These 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 http://www.ubs.com/fas-legal for the full disclosure.**

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Work Experience

Postbox, Zurich, 8001, CH

Financial Services

78835

Owen McBride, CFP®, CLU®, CEPA's Professional Milestones

  • Managing Director | Wealth Management Private Wealth Advisor (1993-05-01~): Streamlined financial operations by implementing cutting-edge principles and delivering tailored personalized financial advice to clients.

Education

Xavier University
Xavier University

Bachelors,

Bachelor Of Science In Business Administration,

Finance,

Bsba

1979-1983