Unizan Financial Advisors, Inc. Enhances Wealth Management Capabilities
November 10 2003 - 2:01PM
PR Newswire (US)
Unizan Financial Advisors, Inc. Enhances Wealth Management
Capabilities CANTON, Ohio, Nov. 10 /PRNewswire-FirstCall/ -- Unizan
Financial Advisors, Inc., a subsidiary of Unizan Financial Corp.,
is proud to announce the organization's enhanced Wealth Management
capabilities by adding to its staff of highly skilled individuals
and leveraging the expertise of Linsco/Private Ledger. Unizan's
Wealth Management Group is positioning itself as a trusted
financial advisor to each of our clients and prospects by
thoroughly understanding their unique needs, concerns and overall
financial situation. With our knowledge and expertise, we partner
with individuals and businesses to help them accumulate, preserve
and distribute their wealth in the most tax- efficient manner. As
an objective and trusted financial advisor, we provide years of
expertise in helping our clients plan for major life events and
uncertainties; balance investment risk and return; make tax-smart
decisions; and formulate a plan to pass on a personal estate with
comfort and confidence. To support our advisory model, Unizan
Financial Advisors, Inc. is pleased to announce the additions to
our Wealth Management team. These individuals are responsible for
developing and servicing long-term financial planning relationships
in their designated locations: Tim Armstrong, financial advisor,
covering Unizan's Columbus Region, joins Unizan from NatCity
Investments in Columbus where he served as a Regional Sales
Consultant. Prior to that, Armstrong served as a Production Manager
and Financial Planner with MetLife Securities. He is a graduate of
the University of Florida. Armstrong currently holds a NASD Series
7 and 66 and Ohio Life, Accident and Health licenses. He is a
graduate of the Life Underwriters Training Council and is studying
for his Certified Financial Planner (CFP) designation. Armstrong is
located at Unizan's Upper Arlington Financial Center, 3005
Northwest Blvd. He can be reached at 614.486.9293 or . Kurt
Gitschier, financial advisor, advises Unizan's North Canton
Financial Centers, including the North Canton, Lake Cable, Canal
Fulton and Hills & Dales offices, as well as the organization's
North Canton Private Banking office. Gitschier joins Unizan
Financial Advisors, Inc. from Banc One Securities where he was a
senior financial consultant. He is a Certified Financial
Planner(TM) and holds a Series 7 and 63 NASD licenses as well as
Ohio Life and Health insurance licenses. He is a graduate of Ohio
University where he received his Bachelor degree in Business
Administration. Gitschier is also an adjunct professor at Stark
State Technical College and a member of St. Michael Catholic
Church. Gitschier is located at 4689 Portage St. NW, North Canton,
Ohio. He can be reached at 330.966.5162 or via e-mail at . Ryan
Glaspell, financial advisor, serves as the organization's financial
advisor in Unizan's Alliance, Hartville and Green Financial
Centers. Glaspell joins Unizan Financial Services Group from VALIC
where he was a successful financial services advisor. He currently
holds his Series 7, 63, 65 and 24 NASD registrations as well as an
Ohio Life, Accident & Health Insurance licenses. Additionally,
Glaspell has received the Certified Senior Advisor (CSA)
designation. He is studying for his Certified Financial Planner
(CFP) designation. Glaspell is located in Unizan Bank's
Alliance/Mt. Union Financial Center, Two West State Street,
Alliance. He can be reached at 330.829.3217, or via e-mail at .
David Schneider, financial advisor, based in the organization's
downtown Massillon Financial Center, Schneider will also cover
Unizan Bank's Wooster, Brewster, Perry and Massillon Amherst
Financial Centers. Prior to joining Unizan, Schneider was a
successful investment representative at David Noyes & Co.
Previous to this position, he had an outstanding performance record
at Key/McDonald Investments. Schneider attended The Ohio State
University, Columbus, Ohio, where he majored in Finance. He
currently holds his Series 7, 63 & 65 NASD registrations and
his Ohio Life, Accident and Health license. Schneider is located in
Unizan Bank's downtown Massillon Financial Center, 153 Lincoln Way
E., Massillon, Ohio. He can be reached at 330.830.7223, or via
e-mail at dschneider.com. Charles Scrattish, assistant vice
president and financial advisor, serves as a financial advisor to
Unizan Bank's Canton Financial Centers, including Market Ave., Raff
Rd., Rotunda, and 34th St. In this position, he will be responsible
for developing and sustaining long-term financial planning
relationships in these locations. In addition, Scrattish will
provide financial advisory coverage to the Canton-based lending
group. Scrattish joins Unizan Financial Advisors from Community
Financial Services Group in Littleton, NH, where he was a
successful Trust Business Development Officer. Previously,
Scrattish was a senior investment consultant at Banc One
Securities. He was also a successful financial advisor with Charter
One Investments and American Express Financial Advisors. He holds a
Series 7 and 66 NASD licenses as well as Ohio Variable
Life/Annuity, Accident and Health insurance licenses. He is a
graduate of Cannon Trust I and Personal Trust Sales Schools and
received his B.S. degree in Business Administration/Marketing from
the University of Akron. Scrattish is located at 220 Market Ave.
S., Canton, Ohio. He can be reached at 330.458.3305 or via e-mail
at . Joe Staggs, financial advisor, serves as the organization's
financial advisor to Unizan Bank's Dayton-area Financial Centers,
including West Milton, Bellbrook, Tipp City, Brookville, Washington
Township and Englewood. In this position, he will be responsible
for developing and sustaining long-term financial planning
relationships in these locations. Staggs joins Unizan Financial
Advisors from the Alexander Chase Company where he was a successful
investment representative. Previously, he was employed by American
Express Financial Advisors and Cintas Corporation. He holds a
Series 7 and Life and Health insurance licenses. Staggs received a
B.A. degree from Capital University, Columbus, Ohio. Staggs is
located at 25 Lowry Dr., West Milton, Ohio. He can be reached at
937.698.6788 or via e-mail at . "I am delighted to have recruited
the depth of talent these individuals bring to our organization,"
said Dennis Kennedy, Unizan Financial Advisors, Inc., vice
president, director of Wealth Management Sales. "Their education,
financial advisory experience and proven production skills make
these individuals valuable members of our Wealth Management team.
Their expertise, coupled with the talent of Bob Rownd and Ron Davis
on our existing team, enables Unizan to offer an unprecedented
level of service and innovation to help our clients achieve their
financial goals," Kennedy said. Through the organization's new
agreement with Linsco/Private Ledger (LPL), Unizan Financial
Advisors has gained a premier financial planning organization that
has an exceptional level of sophistication in the high-end
financial advisory world. Over the years, LPL has become a leading
source of objective advice for accumulating and managing personal
wealth. "I strongly believe this new venture with LPL will provide
an exceptional level of service to individuals who depend on us to
help them grow and prosper, manage the financial success they have
achieved and to protect their wealth for a lifetime," concluded
Kennedy. Unizan Financial Corp., a $2.8 billion holding company, is
a premier financial services organization headquartered in Canton,
Ohio. The company operates 45 full-service retail financial centers
in five metropolitan markets in Ohio -- Canton, Columbus, Dayton,
Newark and Zanesville. Through Unizan Financial Corp.'s
subsidiaries, Unizan Bank, National Association; Unizan Financial
Services Group, National Association; Unizan Banc Financial
Services, Inc.; and Unizan Financial Advisors, Inc., the company
offers its client base corporate and retail banking, Internet
banking and wealth management products and services. Additionally,
the company operates niche businesses in government guaranteed loan
programs through its business lending centers in Cincinnati,
Cleveland, Columbus and Dayton, Ohio; Louisville, Kentucky;
Detroit, Michigan; Mt. Arlington, New Jersey; and Indianapolis,
Indiana; as well as aircraft lending centers in Columbus; Orlando,
Florida; and Sacramento, California. For more information on Unizan
Financial Corp. and its subsidiaries, visit the company on the Web
at http://www.unizan.com/ . DATASOURCE: Unizan Bank, National
Association CONTACT: Investor, James J. Pennetti, Executive Vice
President and Chief Financial Officer of Unizan Financial Corp.,
+1-330-438-1118, or +1-866-235-7203, or , or Media, Sandy K.
Upperman of Unizan Bank, National Association, Vice President,
Corporate Communications - Marketing, +1-330-438-4858, or Web site:
http://www.unizan.com/
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