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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 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.
Experience
– 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
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 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.
Experience
– 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
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
