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UBS Welcomes Two-Person Advisor Team in Kenwood, Ohio

  • UBS announced that Financial Advisors Mitch Edwards and Jeff Stanley have joined the firm's Kenwood office from Morgan Stanley.
  • The duo, known as The Stanley Edwards Group, will operate under the UBS Ohio–Indiana–Kentucky Market led by Market Executive Andrew Dempsey.
  • Mitch Edwards brings extensive experience in serving pre-retirees, retirees, & business owners, having previously served as a Senior Vice President at Morgan Stanley.
  • Edwards is a veteran of the U.S. Air Force & previously held roles as Portfolio Management Director & Senior Portfolio Manager.
  • Jeff Stanley focuses on wealth preservation & customized financial planning for individuals & families to align strategies with their life goals.
  • Andrew Dempsey highlighted the advisors' industry experience, client commitment, & deep relationships in the Ohio market.
  • UBS manages $7.3 trillion in invested assets as of the second quarter of 2026.
  • The firm is headquartered in Zurich, Switzerland, operates in over 50 markets, & lists shares on the SIX Swiss Exchange & NYSE.