CINCINNATI–(BUSINESS WIRE)–Forbes names Luke L. Wiley, CFP®, Managing Director of Wealth Management for UBS Financial Services, to its list of Best-In-State Wealth Advisors.
Wiley’s pursuit of excellence started early in life. Attending the University of Cincinnati College of Business on a soccer scholarship, Wiley graduated with a triple major in finance, accounting and real estate. After graduation, Wiley started his wealth management career more than two decades ago and has established a special niche for himself and his team within the Procter & Gamble community across the United States. Wiley is a Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), Managing Director of Wealth Management and Senior Portfolio Manager with UBS. He is also one of a select group of UBS advisors to earn one of the most senior titles at UBS of Managing Director – Wealth Management.
In his 22 years in the financial industry, Wiley has been a thought leader and key strategist to clients, coworkers and industry leaders. He was recognized by Reuters in 2008 as a top advisor in the region, featured in Cincy Magazine’s Power 100 “Ask the Experts” issue and by UBS senior leadership in 2016 as “One of our Top Advisors.” Wiley is also a best-selling author of the book, The 52-Week Low Formula: A Contrarian Strategy That Lowers Risk, Beats the Market, and Overcomes Human Emotion.
Wiley’s team prides itself on building and maintaining strong client relationships. The team relies on those relationships, rather than traditional marketing strategies, to attract new business. “It is quite amazing and humbling as our clients simply don’t keep us a secret,” said Wiley. “The success we continue to experience professionally is the byproduct of how we consistently serve our clients.”
“Luke’s excellence in wealth management is evident by his clients’ outcomes and retention rate,” said Jon Ramey, UBS Ohio Indy Market Head. “Luke strives to be valuable to everyone in his life.”
Wiley has served as a member of the board of directors for both the Catholic Charities of Southwestern Ohio and 4C for Children. He and his wife, Melissa, live in Mason with their four children and are active with their church and children’s school activities.
To learn more about the Wiley Wealth Management Team, click here.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in working with clients.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’ strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
About UBS Global Wealth Management
As one of the world’s largest wealth managers, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
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In providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory and brokerage services which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, visit ubs.com/workingwithus.
UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. For designation disclosures visit https://www.ubs.com/us/en/designation-disclosures.