How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Alisa Jaffe, CFA

First Vice President–Wealth Management


Personal & Community

  • South Florida CFA Society
  • Institute of Chartered Financial Analysts
  • Age Group Competitive Triathlete
  • Ironman 70.3 Finisher
  • Marathon Runner
Registered States:
  • CA
  • CT
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • NC
  • NJ
  • NY
  • OH
  • PA

Education

  • Bachelor of Arts, Barnard College, Columbia University

Credentials

  • Chartered Financial Analyst®
  • Senior Portfolio Manager

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

Financial planning
Philanthropy
Investing
Alternative investments
Sustainable investing
Securities-backed lending
Women investors
Business Owners
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me

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Approach your financial future with confidence

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Philanthropy

Three generations in apple orchard

Turn possibilities into a plan

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Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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

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