Larry Smerglia Email & Phone Number | Personalized, strategic and specific long-range planning provide the foundation for fulfilling individual and family financial goals. For this reason, I specialize in understanding my clients' needs with a holistic approach to enable individuals and families to realize their particular goals. Early in my career, working in a large company, then a family-owned business, I was involved in management, marketing, sales, production and distribution. I found what interested me the most was how the financial side of a business could provide quality goods and services and still build positive relationships with employees. UBS's emphasis on individualized Wealth Way planning, which pays attention to liquidity, longevity, and legacy, is an important base for what I offer clients. Customer service is central. My clients are families, many multi-generational, business owners and professionals, and business and non-profit organizations. As a leader, I have built a team of specialized advisors and associates. Together, we address many kinds of needs and concerns. In addition to my extensive experience in financial analysis and advising, community service, especially as I can serve non-profit organizations, has been important. My present board memberships include Goodwill of Greater Cleveland and East Central Ohio, Stark State College Endowment Board, Malone University's Business Advisory Board, and Canton Children's Dyslexic Learning Center. /*********/ **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.**

Larry Smerglia

Personalized, strategic and specific long-range planning provide the foundation for fulfilling indiv...
Canton, Ohio, United States

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Larry Smerglia’s Email l.smerglia@ubs.com

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Larry Smerglia’s Location Canton, Ohio, United States

Larry Smerglia’s Current Industry Ubs Financial Services

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Work Experience

Ubs Financial Services

Senior Vice President - Wealth Management

2005-10-01 00:00:00 - Present

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FAQ About Larry Smerglia

Larry Smerglia is located at
Canton, Ohio, United States

Larry Smerglia is a Personalized, strategic and specific long-range planning provide the foundation for fulfilling individual and family financial goals. For this reason, I specialize in understanding my clients' needs with a holistic approach to enable individuals and families to realize their particular goals. Early in my career, working in a large company, then a family-owned business, I was involved in management, marketing, sales, production and distribution. I found what interested me the most was how the financial side of a business could provide quality goods and services and still build positive relationships with employees. UBS's emphasis on individualized Wealth Way planning, which pays attention to liquidity, longevity, and legacy, is an important base for what I offer clients. Customer service is central. My clients are families, many multi-generational, business owners and professionals, and business and non-profit organizations. As a leader, I have built a team of specialized advisors and associates. Together, we address many kinds of needs and concerns. In addition to my extensive experience in financial analysis and advising, community service, especially as I can serve non-profit organizations, has been important. My present board memberships include Goodwill of Greater Cleveland and East Central Ohio, Stark State College Endowment Board, Malone University's Business Advisory Board, and Canton Children's Dyslexic Learning Center. /*********/ **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.**