Brian Loe, CFP®, is the Senior Vice President of Wealth Management at UBS Financial Services Inc., where they leverage over 24 years of industry experience to develop customized strategies for wealth accumulation, preservation, and transfer. They previously served as a Vice President Investments at both McDonald Investments and KeyBanc Capital Markets. Brian holds a B.B.A. in Marketing from The Ohio State University and has pursued further education in Financial Planning. An avid cyclist and accomplished artist, they also enjoy traveling with family and friends.
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