A plan for today, tomorrow and generations to come

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.

Couple surfboards

Alex Demetrio CFP® CEPA®

Director

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.

 

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • BA in Finance, Florida Atlantic University

Credentials

  • Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Estate planning strategies
Philanthropy
Business succession
Exit planning
2 Union Plaza
New London, CT 06320
  • (860) 437-2003

Email Me

Alex Demetrio CFP® CEPA® is also part of:
Jacobsen Buxton Demetrio Wealth Management

Who we are

Who we are

What we do

What we do

Who we serve

Who we serve

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights