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Text Content

Crimmins Group
View FINRA BrokerCheck informationContact usAccount login
Crimmins Group
* Home(current)
* Meet the team
* Contact

LASTING RELATIONSHIPS. FOR ALL THAT MATTERS

No matter what your age, or where you are on your planning journey, we can help
steer you down the right path toward retirement. We will work with you to build
the foundation of your plan. Over time, as life or market circumstances change,
we will work with you to adjust your plan where and when needed. When it comes
to retirement planning, it's never too early to start.

Start the conversation. .

PURSUING YOUR GOALS TOGETHER

Our mission is to provide quality strategies customized to your needs. Our goal
is to be your primary source of financial advice. To this end, we concentrate
our efforts on developing long-term relationships through a commitment to
quality client service.

* CARLETON CRIMMINS

Senior Vice President–Wealth Management

Financial Advisor

*
*
*

View bio. Carleton Crimmins.
Both
* AZ
* CA
* CO
* CT
* DE
* FL
* GA
* IA
* ID
* IL
* IN
* MA
* MD
* MI
* MN
* MT
* NC
* NE
* NM
* NV
* NY
* OH
* OR
* PA
* SC
* TN
* TX
* WI
* WV

Carl has been serving his clients' financial needs since 1987. His team
joined UBS Financial Services, Inc. in 2009 with their focus on helping
clients manage their serious money. He graduated Alma College and completed
the Senior Account Executive Training at the Wharton School of the University
of Pennsylvania.

Carl has always been competitive, conscientious and drawn to long-term
relationships. He focuses his efforts on encouraging his clients to be
disciplined to save for their long-term needs; coaching clients as they
transition into retirement; and being the trust-worthy advisor through life's
important decisions - financial or otherwise.

When not spending his time helping clients protect and grow their wealth,
Carl spends time with his wife and teammate, Mindy, and their dog, Bentley.
They have six "grown and flown" children who still keep them wondering where
they are at night and are learning they love their nest, but don't enjoy it
empty. Carl keeps himself active by completing the never-ending honey-do
lists, playing a round of golf if the weather is nice, and being the
neighborhood lumberjack. Conversations with friends and family around a
burning fire make him the happiest.

* Alma College

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

* ERIC MAXWELL

Senior Wealth Strategy Associate

*
*

View bio. Eric Maxwell.
* AZ
* CA
* CO
* CT
* FL
* IL
* IN
* MA
* MI
* MN
* MT
* NC
* NM
* NV
* NY
* OH
* OR
* PA
* SC
* TN
* TX
* WI

Eric brings more than 32 years of experience in the financial services
industry and specializes in developing the overall asset allocation and
investment strategies for the team's clients. He is a dedicated and loyal
partner in the Crimmins Group, and has been the underpinning of much of the
team's success with his contributions over the last 19 years.

Eric graduated Central Michigan University. He is one of five brothers,
hailing from amazing parents. As often as he can, Eric heads north (or south,
east, or west) in search of peace, beauty and fun in outdoor adventures,
loves family gatherings, good food and spirits.

* Central Michigan University

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

* MELINDA FRINK-CRIMMINS

Wealth Strategy Associate

*
*

View bio. Melinda Frink-Crimmins.
* AZ
* CA
* CO
* FL
* IL
* IN
* MI
* MN
* OH
* OR
* WI

Mindy graduated Western Michigan University with a degree in psychology and
found a niche on the team. For the last 29 years, her job has simply been to
help Carl and the team, freeing them up to do what they do best.

Within a year of working for Carl, Mindy became licensed and educated in
investing and finances. Her goal is to help clients also feel empowered and
comfortable participating in the management of their financial health.

Mindy enjoys volunteering and creating time for family, friends, and
neighbors to connect and relax. Her husband, Carl, dog, Bentley, and their
yard occupy most of her time now that their six children are on their own.

* Western Michigan University

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

* HEATHER STEGGALL

Senior Client Associate

*
*

View bio. Heather Steggall.
Job
* AZ
* CA
* CO
* CT
* DE
* FL
* IL
* IN
* MI
* MN
* NV
* NY
* OH
* OR
* PA
* SC
* TN
* TX
* WI

Heather has worked in financial services since 1993, after graduating from
Michigan State University. She has been at UBS since 2007 and joined the
Crimmins Group in 2021.

Heather takes pride in her ability to navigate clients through challenging
situations, building trust as she helps them consolidate and understand their
accounts and investments. She is fully licensed and registered, highly
organized, accountable, and a joy to be around.

Outside of UBS, Heather spends time with family. She is married to Chris, and
they have two boys, Sean and Marcus, a budding video artist and a natural
football star. She is busy with the boys' interests and school activities.

* Michigan State University

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

Our team

* CARLETON CRIMMINS

Senior Vice President–Wealth Management

Financial Advisor

*
*
*

View bio. Carleton Crimmins.
Both
* AZ
* CA
* CO
* CT
* DE
* FL
* GA
* IA
* ID
* IL
* IN
* MA
* MD
* MI
* MN
* MT
* NC
* NE
* NM
* NV
* NY
* OH
* OR
* PA
* SC
* TN
* TX
* WI
* WV

* Alma College

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

* ERIC MAXWELL

Senior Wealth Strategy Associate

*
*

View bio. Eric Maxwell.
* AZ
* CA
* CO
* CT
* FL
* IL
* IN
* MA
* MI
* MN
* MT
* NC
* NM
* NV
* NY
* OH
* OR
* PA
* SC
* TN
* TX
* WI

* Central Michigan University

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

* MELINDA FRINK-CRIMMINS

Wealth Strategy Associate

*
*

View bio. Melinda Frink-Crimmins.
* AZ
* CA
* CO
* FL
* IL
* IN
* MI
* MN
* OH
* OR
* WI

* Western Michigan University

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

* HEATHER STEGGALL

Senior Client Associate

*
*

View bio. Heather Steggall.
Job
* AZ
* CA
* CO
* CT
* DE
* FL
* IL
* IN
* MI
* MN
* NV
* NY
* OH
* OR
* PA
* SC
* TN
* TX
* WI

Heather has worked in financial services since 1993, after graduating from
Michigan State University. She has been at UBS since 2007 and joined the
Crimmins Group in 2021.

* Michigan State University

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

Our resources

AboutRecognitionEducationFocusContact
Registered States:

EDUCATION

CREDENTIALS

Email Me

Let's connect

About
Registered States:
Recognition

Education

EDUCATION

CREDENTIALS

Focus

Contact

Email Me

Let's connect

About

DEFINING YOUR PRIORITIES. PURSUING WHAT MATTERS.

Our experience and structured planning process drives a comprehensive financial
plan and customized investment strategies. Depending on where you are in your
life and the priorities that matter most, our planning conversations may focus
on liquidity management, your cash flow needs, asset replacement solutions such
as insurance, estate planning strategies, or tax and legal structures such as
trusts and philanthropic vehicles.

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FAMILY (FINANCIAL) TIES

For athletes and entertainers, saying no (financially) to loved ones who have
supported them before they go pro, is extremely tough. We'll discuss some
insights on how to navigate this challenge.

Show more. Family (financial) ties.. Family (financial) ties.

RETIREMENT PLANNING

Are you ready for a retirement that could span 30 years or more? What’s the
right plan to help make sure your retirement funds last? The longer you spend in
retirement, the greater the impact these decisions can have. Our team will work
with you to help preserve your lifestyle and livelihood in retirement by
understanding your goals, risk and time horizon.

Show more. Retirement planning.. Retirement planning.

MULTIGENERATIONAL PLANNING

Talking about future financial responsibility can be an emotional and
challenging topic for both parents and children. Whether you’re discussing an
inheritance, insurance, a business transition or wealth transfer, an open,
honest discussion among family members makes the process more rewarding for
everyone. Let us show you how.

Show more. Multigenerational planning.. Multigenerational planning.
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ARE YOU READY FOR ANYTHING?

A Liquidity strategy can help.

In a world of uncertainties—like market volatility or rising inflation—it’s no
wonder 70% of investors surveyed say they want to boost their emergency savings.
So how can you move forward with confidence? Have a strategy for the cash you
need right now. Click to watch how.

Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors
surveyed in 15 markets around the world; May 2021.

BACKED BY THE STRENGTH OF UBS

A GLOBAL LEADER IN WEALTH MANAGEMENT

Global leader

UBS is a world-leading wealth manager

$3.3 trillion

In invested assets globally
As of 12/31/2021

Serving the next generation

Euromoney Private Banking and Wealth Management Survey, 2020-2022

INSIGHTS

* Terms of use
* Privacy statement
* Additional legal information
* Report fraudulent mail

Products and services mentioned on these web pages may not be available for
residents of certain nations. Please consult the sales restrictions relating to
the service in question for further information. http://www.ubs.com

As a firm providing wealth management services to clients, UBS Financial
Services Inc. offers investment advisory services in its capacity as an
SEC-registered investment adviser and brokerage services in its capacity as an
SEC-registered broker-dealer. Investment advisory services and brokerage
services are separate and distinct, differ in material ways and are governed by
different laws and separate arrangements. It is important that clients
understand the ways in which we conduct business, that they carefully read the
agreements and disclosures that we provide to them about the products or
services we offer. A small number of our financial advisors are not permitted to
offer advisory services to you, and can only work with you directly as UBS
broker-dealer representatives. Your financial advisor will let you know if this
is the case and, if you desire advisory services, will be happy to refer you to
another financial advisor who can help you. Our agreements and disclosures will
inform you about whether we and our financial advisors are acting in our
capacity as an investment adviser or broker-dealer. For more information, please
review the PDF document at ubs.com/relationshipsummary.

UBS Financial Services Inc. does not provide tax or legal advice. Please consult
with your tax and legal advisors regarding your personal circumstances.

Wealth management services in the United States are provided by UBS Financial
Services Inc., a registered broker-dealer offering securities, trading,
brokerage and related products and services. Member SIPC . Member FINRA . UBS
Financial Services Inc. is also registered as a Futures Commission Merchant
(FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers
brokerage services related to the execution and clearing of on-exchange futures
and options on futures products. Member NFA

Unless we separately agree in writing, we do not monitor your brokerage account,
and you make the ultimate decision regarding the purchase or sale of
investments. You can ask us to review your brokerage account and provide you
with investment recommendations at any time.

Private Wealth Management is a division within UBS Financial Services Inc.,
which is a subsidiary of UBS AG.

Accolades are independently determined and awarded by their respective
publications. Accolades can be based on a variety of criteria including assets
under management, revenue, compliance record, length of service, client
satisfaction, type of clientele and more. Neither UBS Financial Services Inc.
nor its employees pay a fee in exchange for these ratings. Past performance is
no guarantee of future results. For more information on a particular rating,
please visit ubs.com/us/en/designation-disclosures.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order
Routing Disclosure . Statement of Financial Condition. Statement of Financial
Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure
Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's
Trademark Disclaimer. Important Information About Auction Rate Securities (Not
for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS
Financial Services Inc . Agreements and Disclosure

THANK YOU FOR CONTACTING US.

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