Names & Faces

Dawn Whitacre Named Manager at UBS

Brings over two decades of experience to the position

January 18, 2019 — DAYTON, Ohio–(BUSINESS WIRE)–UBS Financial Services Inc. announces the promotion of Dawn Whitacre to branch manager of the Dayton, Ohio office. As the office’s first ever female branch manager, Whitacre will oversee 85 employees and $4 billion in assets.

Whitacre began her career in the financial industry in 2000 and has climbed the ranks from Client Service Associate to Senior Registered Client Associate and Assistant Operations Manager. Most recently at UBS, Whitacre held the role as Market Administrative Officer for the Ohio/Indianapolis market, covering seven branches composed of 118 financial advisors, 10 managers and 113 support team members.

“Dawn has proven her management capabilities throughout her career at UBS,” said UBS Market Head Jon Ramey. “We look forward to her leadership as we continue to strive to be the firm of choice for high net worth clients and the advisory teams that serve them.”

“I’m honored and excited to embark on my role as branch manager,” said Whitacre. “I have a passion for coaching and developing others and will put those skills to even greater use in this position. I am proud of the collaborative culture we have built in our office and look forward to celebrating the continued success of our financial advisor teams.”

have a passion for coaching and developing others and will put those skills to even greater use in this position...

Whitacre also holds her Series 7, 9, 10, 31 and 66 licenses. Outside of the office, Whitacre volunteers her time at various nonprofit organizations in the Dayton area including One Bistro, St. Vincent De Paul, Million Movement, JoyRide, Chapter 21 Military Order of the Purple Heart, Making Strides Against Breast Cancer and Miamisburg Men’s Soccer Booster Club. Whitacre and her husband, James, have two children, Jakob and Stella, and live in Miamisburg. The family is actively involved with the varsity soccer program at Miamisburg High School where Jakob plays defense as a full back.




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).
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.
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