The Licate Group – UBS Financial Services Inc.

The Licate Group is a financial planning firm in Cleveland, OH, operating under UBS Financial Services Inc. The practice focuses on wealth management for high net worth individuals, designing and implementing comprehensive financial plans. The team serves clients across numerous states, including Ohio, New York, New Jersey, Pennsylvania, and Florida, acting as financial advocates who prioritize client interests and accessibility.

Joseph Licate, Senior Vice President and Wealth Management Financial Advisor, leads the group. He has worked with high net worth individuals for over 30 years, beginning his career in 1978 at Dean Witter, which later became Morgan Stanley. He served as a Senior Vice President and Wealth Advisor at Morgan Stanley before joining UBS Financial in 2008. Licate is a fully licensed securities broker holding commodity and insurance licenses, and he has attended classes at the American College and the Wharton School of Business. John Egan, Executive Director and Financial Advisor, joined UBS Financial Services in 2008 after a twenty-six year career at Morgan Stanley, where he held roles in client portfolio management, branch office management in Ohio and Michigan, and product and services marketing management at the corporate offices in New York. A graduate of Miami University, Egan is a fully licensed Financial Advisor with commodities, insurance, and Branch Management licenses. Both advisors are based at 30050 Chagrin Boulevard, Suite 200, in Pepper Pike, OH.

The Licate Group operates from this Pepper Pike location, providing wealth management solutions to a multi-state clientele with a combined history of decades in the financial sector.

Services:

• Estate Planning
• Financial Planning
• Investment Advisory
• Portfolio Management
• Wealth Management