UBS Financial Services Inc. New Albany Office Welcomes Patrick Ford
Ford brings more than 30 years of industry experience
UBS Financial Services announced today Patrick Ford will join its New Albany office and partner with the James & Hull Wealth
Management Partners. Ford, previously at Merrill Lynch, began his career as a financial advisor in 1987. During his 32 years in the
industry, Ford has served as a senior vice president and wealth management advisor.
Ford advises individuals, families and businesses by helping to define their financial goals, establish objectives, set
strategies and implement investment recommendations. For each client, he uses a tailored approach to financial and goals-based
wealth management.
“I strive to build enduring client relationships by providing outstanding service and guidance,” said Ford. “I strongly
believe open and trusted collaboration during the planning process is a crucial element in achieving optimal outcomes for my
clients. I look forward to maintaining that same approach as I begin this new chapter of my career at UBS."
Ford graduated from The Ohio State University with a bachelor’s degree in political science and journalism. He is a Certified
Financial Planner practitioner - a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Ford currently lives in Granville, Ohio, with his wife and their two sons. He is an active member of his church, St. Luke’s
Episcopal. He is also an active member of his community and regularly speaks to students enrolled in financial literacy classes at
area high schools.
“Pat has a proven track record for serving his clients and his community,” said Erik Puffenberger, Branch Manager at UBS
Financial Services Inc. “The New Albany office began a complete renovation in late 2018 to enhance the overall commitment to the
community. Pat will be coming into the office at an exciting time in its future and we look forward to the expertise he will
bring.”
To learn more about James, Hull and Ford Wealth Management Partners, click
here.
About UBS
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).
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.
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.
© UBS 2019. All rights reserved.
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Sarah Holsapple
Holsapple Communications
sarah@holsapplecommunications.com
(317) 363-6800
www.ubs.com
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