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®

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 UBS Wealth Advisor designation in 2010. He is also a CFP® professional and a Certified Exit Planning Advisor®. Several years into building his advisory business at UBS in Palm Beach Gardens, FL, Alex was offered the opportunity to go into management. In 2011, he moved his business to Connecticut and took on a dual role as a Financial 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 Financial 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.

– Financial Advisor, Senior Portfolio Manager, UBS Financial Services Inc, 2022 – present
– Branch Manager, Financial 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

– 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
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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


  • BA in Finance, Florida Atlantic University


  • Wealth Advisor
  • 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
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

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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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