Mike Mckay

Mike Mckay Email and Phone Number

Senior Vice President - Wealth Management @ UBS
Cincinnati, OH, US
Mike Mckay's Location
Cincinnati, Ohio, United States, United States
Mike Mckay's Contact Details

Mike Mckay personal email

Mike Mckay phone numbers

About Mike Mckay

After 28 years at P&G, I turned my 40 year passion for personal investing into a second career at UBS helping families achieve their dreams. P&G Products Research skills help me understand clients' implicit and explicit needs. I use the immense resources of UBS and our partners to craft personalized financial plans and investment solutions. Great personal satisfaction flows from helping clients. I have no plan to retire. Why stop doing what you love? I can personally relate to clients retiring from P&G. Clients tell me they value my coaching on Life after Procter and second careers as much as my wealth management advice. I always feel like I have a fiduciary responsibility to act in my clients' best interest ... knowing the trust I earn will grow my business through referrals. The hardest part of my job is getting someone to have a serious, confidential conversation. Might I add value to you? mike.mckay@ubs.com ; 513-369-4190 ; http://www.ubs.com/fa/mikemckay I get to know you before recommending an action plan for you, your parents, your kids, and your community. I want to help you 'get more of what you want out of life'. Financial plans to provide a road map for your life, strategic and tactical asset allocations to guide investment recommendations, retirement income solutions, tax efficient investments./*********/**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.**

Mike Mckay's Current Company Details
UBS

Ubs

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Senior Vice President - Wealth Management
Cincinnati, OH, US
Website:
nyftyfitness.com
Employees:
28
Mike Mckay Work Experience Details
  • Ubs
    Senior Vice President - Wealth Management
    Ubs
    Cincinnati, Oh, Us
  • Ubs
    Senior Vice President - Wealth Management
    Ubs Jul 2001 - Present
    Zurich, Ch
    Wealth Management, Financial Planning, Investment Advice, Concentrated positions, Stock Options, Tax strategies, Cash Management ... and informal life coaching and second career planning.
  • Procter & Gamble
    Associate Director - Global Bc R&D Finance Manager
    Procter & Gamble Sep 1994 - Jul 2001
    Cincinnati, Ohio, Us
    Created portfolio analysis process for Upstream R&D, Initiative Success Criteria, Lafley's Product Launch renewal, Global R&D metrics.
  • Procter & Gamble
    Associate Director, R&D, Beauty Care Division
    Procter & Gamble Jun 1973 - Sep 1994
    Cincinnati, Ohio, Us
    Responsible for upstream and downstream development for Personal Cleansing brands, responsible for upstream and downstream development of antiperspirant and deodorant technologies for Secret and Sure, current business support, Packaging Development, and Perfume Development, and product development for Tissue Towel products, and several Laundry Detergent brands.

Mike Mckay Skills

Retirement Planning Financial Planning Wealth Management Investment Management Portfolio Management Asset Allocation Financial Advisory Series 7 Series 63 Insurance

Mike Mckay Education Details

  • Xavier University - Williams College Of Business
    Xavier University - Williams College Of Business
    Marketing
  • Louisiana State University - College Of Engineering
    Louisiana State University - College Of Engineering
    Chemical Engineering

Frequently Asked Questions about Mike Mckay

What company does Mike Mckay work for?

Mike Mckay works for Ubs

What is Mike Mckay's role at the current company?

Mike Mckay's current role is Senior Vice President - Wealth Management.

What is Mike Mckay's email address?

Mike Mckay's email address is mi****@****ail.com

What is Mike Mckay's direct phone number?

Mike Mckay's direct phone number is +151336*****

What schools did Mike Mckay attend?

Mike Mckay attended Xavier University - Williams College Of Business, Louisiana State University - College Of Engineering.

What are some of Mike Mckay's interests?

Mike Mckay has interest in Exercise, Politics, Snow Skiing, Behavioral Finance, Economics, Personal Investing, Golf, Travel, My Two Great Kids.

What skills is Mike Mckay known for?

Mike Mckay has skills like Retirement Planning, Financial Planning, Wealth Management, Investment Management, Portfolio Management, Asset Allocation, Financial Advisory, Series 7, Series 63, Insurance.

Who are Mike Mckay's colleagues?

Mike Mckay's colleagues are Flloyd Rewa, Ethan Harro.

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