Greg Takas Email & Phone Number | We realize that clients expect much more than just investment recommendations. Our Plan First process includes coordinating with your accountant and attorney, proactive advice that is relevant to your family and meeting on a scheduled basis to review and update your personal financial plan. **These are the comments of this Financial Advisor 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.** /*********/ **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.**

Greg Takas

We realize that clients expect much more than just investment recommendations. Our Plan First proce...
Cincinnati, Ohio, United States

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Greg Takas’s Email greg.takas@ubs.com

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Greg Takas’s Location Cincinnati, Ohio, United States

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Greg Takas’s Prior Industry Provident Bank

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Senior Vice President - Wealth Management

2004-01-01 00:00:00 - Present

Vice President - Investments

1994-06-01 00:00:00 - 2004-04-01 00:00:00

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Greg Takas is a We realize that clients expect much more than just investment recommendations. Our Plan First process includes coordinating with your accountant and attorney, proactive advice that is relevant to your family and meeting on a scheduled basis to review and update your personal financial plan. **These are the comments of this Financial Advisor 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.** /*********/ **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.**