Meet the partners.
The Touchstone Wealth Partners approach to managing your financial life is based on three principles—innovative thinking, specialized expertise and superior customer service. Touchstone is positioned to offer the intimacy of a boutique firm, while providing access to the vast resources of UBS, one of the world’s largest wealth managers. Today, through trusted relationships with successful individuals, large corporate institutions and small and midsize businesses, the Touchstone vision is being recognized nationwide.

Working with Touchstone Wealth Partners, you can benefit from:

Comprehensive cost benefit analysis

Progressive strategic thinking

Objective investment advice

Customized solutions for every client

Transparency in pricing
Contact Us

touchstone@ubs.com

UBS Financial Services, Inc.

Ohio Office
5757 Monroe Street
Sylvania, OH 43560

419-318-5500 – Direct
855-258-6295 – Toll-free
855-587-7456 – Fax

Florida Offices
8000 Health Center Boulevard, Suite 150
Bonita Springs, FL 34135

239-949-7507 – Direct
844-537-4492 – Toll-free
855-635-0356 – Fax

7950 Summerlin Lakes Drive, Suite 1
Fort Myers, FL 33907

239-277-3636 – Direct
239-850-3721 – Mobile
800-237-1110 – Toll Free
855-378-9394 – Fax

touchstonefl@ubs.com

New York Office
1251 Avenue Of The Americas, 2nd Floor
New York, NY 10020

212-626-8911 – Direct
855-343-3584 – Toll Free
855-868-5005 – Fax



Kenneth J. Wise
Managing Partner—
Wealth Management
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Robert S. Loeb, CFP®,CPWA®
Senior Vice President—
Wealth Management
Financial Advisor
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James J. Porea
Senior Vice President—
Wealth Management
Financial Advisor
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Tyler R. McKean,
AWMA®, CEPA®

Senior Vice President—
Wealth Management
Financial Advisor
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John D. Spengler
Senior Vice President—
Wealth Management
Financial Advisor
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Michael S. McCullough
Senior Vice President—
Fixed Income Specialist
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Kenneth J. Wise II, CFP®
Financial Advisor
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Rachel J. Keesey, AWMA®
Financial Advisor
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Kristie K. Howe,
CFP®, CRPC®

Senior Wealth Strategy
Associate—Planning Specialist
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View our Client Service team



Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.
http://www.ubs.com.

Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances. Barron’s Top 1200, criteria are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron's is a registered trademark of Dow Jones & Co. For more information on a particular rating, please visit ubs.com/us/en/designation-disclosures.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, visit our website at ubs.com/workingwithus.

© UBS 2019. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.