Alisa Jaffe, CFA
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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

Senior Vice President–Wealth Management

Chartered Financial Analyst®


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

Alisa Jaffe, CFA

Recognized as an industry leader:

  • Forbes Top Women Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September 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. 

Alisa Jaffe, CFA

Education

  • Bachelor of Arts, Barnard College, Columbia University

Credentials

  • Chartered Financial Analyst®
  • Senior Portfolio Manager
  • Certified Exit Planning Advisor

Alisa Jaffe, CFA

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

Alisa Jaffe, CFA

1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me

alisa.jaffe@ubs.com
Alisa Jaffe, CFA
1800 North Military Trail,Boca Raton,FL,33431

Alisa Jaffe, CFA

Senior Vice President–Wealth Management

Chartered Financial Analyst®


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

Recognized as an industry leader:

  • Forbes Top Women Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September 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. 

Education

  • Bachelor of Arts, Barnard College, Columbia University

Credentials

  • Chartered Financial Analyst®
  • Senior Portfolio Manager
  • Certified Exit Planning Advisor

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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Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

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