One relationship. Many resources for business owners. Access the valuable resources and expertise of UBS Wealth planning Investment banking Complex insurance solutions Wealth Planning, philanthropic advisory and trust solutions to help understand and strategize the pursuit of you and your business's goals for the people and causes you care about Investment banking advisors (within UBS and our external network of boutique IBs) to lead the transaction, helping you realize the full potential of your business ESOP advisory Trust solutions Insurance solutions to protect you and your business from unexpected events UBS Financial Advisor ESOP advisory services for business owners who may wish to give back to their employees while accessing tax-favored benefits Family governance strategies to help manage transitioning the business and wealth between generations Retirement plan support to help you reward and retain your business's best talent Portfolio advisory Philanthropy & family advisory Business lending, including referral lenders, as a potential source of capital to help grow and build your business Global family office services to help you access institutional capabilities across all UBS divisions Portfolio advisory services to help create an investment strategy that aligns with your goals and objectives Global family office services Retirement plan services Business banking & lending Mose Richardson Jr., CFP®, CLU® Vice President – Wealth Management UBS Financial Services Inc. 8044 Montgomery Road, Suite 100 Cincinnati, OH 45236 Tel: (513) 792-3371 Email: mose.richardson@ubs.com Page 1 of 2

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