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$3.9 trillion
In invested assets globally
As of 12/31/2022
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Senior Vice President–Wealth Management
Wealth Advisor
CA Ins Lic 0F41499
Growing up in New York City, the financial capital of the world, Alex always had a healthy curiosity about finance. In 2001, after helping to launch a startup, he decided to explore that curiosity and pursue a career in financial services. He started in the business at a technical analysis trading firm and then eventually decided to pursue a career in wealth management to help others properly manage their wealth.
Alex became a financial advisor in 2004 and earned the Wealth Advisor designation in 2010. He is also a CFP® and a Certified Exit Planning Advisor®. Several years into building his advisory practice at UBS in Palm Beach Gardens, FL, Alex was offered the opportunity to go into management. In 2011, he moved his practice to Connecticut and took on a dual role as a Wealth Advisor and a Branch Manager. At the end of 2022 he stepped aside from his branch management role, allowing him to focus solely on his clients.
Alex's varied experience as a Wealth Advisor, Senior Portfolio Manager and Branch Manager has given him a deep understanding of client's financial needs. He is a member of the Jacobsen Buxton Demetrio Wealth Management team. The team has a true high net worth focus and they draw upon their depth of knowledge and experience in working with affluent individuals and families to provide thoughtful and comprehensive advice.
Experience
– Wealth Advisor, Senior Portfolio Manager, UBS Financial Services Inc, 2022 – present
– Branch Manager, Wealth Advisor, Portfolio Manager, UBS FSI, 2011 – 2022
– Financial Advisor, UBS FSI, 2005 – 2010
– Financial Advisor, Merrill Lynch, 2004, 2005
– Active Trader Sales, TradeStation Securities, 2001 – 2004
Life
– Alex lives in Madison, CT, with his wife, Carter, and his children, Emma and Jack.
– He enjoys boating, fishing and tennis.
– In addition, he loves surfing, skiing and traveling to do both.
Recognized as an industry leader:
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
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Alex Demetrio CFP® CEPA® is also part of:
Jacobsen Buxton Demetrio Wealth Management
Lets connect
Senior Vice President–Wealth Management
Wealth Advisor
CA Ins Lic 0F41499
Growing up in New York City, the financial capital of the world, Alex always had a healthy curiosity about finance. In 2001, after helping to launch a startup, he decided to explore that curiosity and pursue a career in financial services. He started in the business at a technical analysis trading firm and then eventually decided to pursue a career in wealth management to help others properly manage their wealth.
Alex became a financial advisor in 2004 and earned the Wealth Advisor designation in 2010. He is also a CFP® and a Certified Exit Planning Advisor®. Several years into building his advisory practice at UBS in Palm Beach Gardens, FL, Alex was offered the opportunity to go into management. In 2011, he moved his practice to Connecticut and took on a dual role as a Wealth Advisor and a Branch Manager. At the end of 2022 he stepped aside from his branch management role, allowing him to focus solely on his clients.
Alex's varied experience as a Wealth Advisor, Senior Portfolio Manager and Branch Manager has given him a deep understanding of client's financial needs. He is a member of the Jacobsen Buxton Demetrio Wealth Management team. The team has a true high net worth focus and they draw upon their depth of knowledge and experience in working with affluent individuals and families to provide thoughtful and comprehensive advice.
Experience
– Wealth Advisor, Senior Portfolio Manager, UBS Financial Services Inc, 2022 – present
– Branch Manager, Wealth Advisor, Portfolio Manager, UBS FSI, 2011 – 2022
– Financial Advisor, UBS FSI, 2005 – 2010
– Financial Advisor, Merrill Lynch, 2004, 2005
– Active Trader Sales, TradeStation Securities, 2001 – 2004
Life
– Alex lives in Madison, CT, with his wife, Carter, and his children, Emma and Jack.
– He enjoys boating, fishing and tennis.
– In addition, he loves surfing, skiing and traveling to do both.
Recognized as an industry leader:
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
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Alex Demetrio CFP® CEPA® is also part of:
Jacobsen Buxton Demetrio Wealth Management
Lets connect
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
