Senior Vice President–Wealth Management
Financial Advisor
Jeffrey Brecht has 22 years of industry experience, and recently joined UBS as a Financial Advisor in 2022. He provides a boutique experience with professional knowledge in multigenerational family wealth management, retirement benefits consulting, and personalized wealth management strategies. Through attention to detail, thoughtful listening, and a client centered approach, Jeffrey strives to provide world class advice and guidance around what matters most – you and your family.
Jeffrey is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, UBS model portfolios, and third-party investment strategies.
Jeffrey received a B.A. in Psychology from Luther College (Decorah, IA). Him and his family split their time between Sioux Falls and Western Michigan, and he is active in both communities with various organizations. Jeffrey’s wife Lauren is a Corporate Attorney for a publicly traded company. They enjoy their children Jeff, Ellie, Anna, Nate, and Sam along with dog Gus and travel the US to spend time together when possible.
Jeffrey holds the Series 7, Series 66 FINRA registrations, and Life, Annuity and Health Insurance licenses.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Jeffrey Brecht has 22 years of industry experience, and recently joined UBS as a Financial Advisor in 2022. He provides a boutique experience with professional knowledge in multigenerational family wealth management, retirement benefits consulting, and personalized wealth management strategies. Through attention to detail, thoughtful listening, and a client centered approach, Jeffrey strives to provide world class advice and guidance around what matters most – you and your family.
Jeffrey is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, UBS model portfolios, and third-party investment strategies.
Jeffrey received a B.A. in Psychology from Luther College (Decorah, IA). Him and his family split their time between Sioux Falls and Western Michigan, and he is active in both communities with various organizations. Jeffrey’s wife Lauren is a Corporate Attorney for a publicly traded company. They enjoy their children Jeff, Ellie, Anna, Nate, and Sam along with dog Gus and travel the US to spend time together when possible.
Jeffrey holds the Series 7, Series 66 FINRA registrations, and Life, Annuity and Health Insurance licenses.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Shelly Ritchie recently joined UBS in 2022, and had been with Merrill Lynch since 1999. With over 30 years of industry experience, she provides first-class service to clients by handling daily needs including client account service and maintenance. She attended Northwestern College and Worthington Community College and has her A.A. in Liberal Arts and A.A.S. in Human Services. In her free time Shelly enjoys traveling and spending time with her grandson. Shelly holds the Series 7, Series 65 FINRA registrations.
Client Associate
Shelly Ritchie recently joined UBS in 2022, and had been with Merrill Lynch since 1999. With over 30 years of industry experience, she provides first-class service to clients by handling daily needs including client account service and maintenance. She attended Northwestern College and Worthington Community College and has her A.A. in Liberal Arts and A.A.S. in Human Services. In her free time Shelly enjoys traveling and spending time with her grandson. Shelly holds the Series 7, Series 65 FINRA registrations.
Wealth Strategy Associate
Education
Wealth Strategy Associate
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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