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

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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Approach your financial future with confidence

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Philanthropy

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Turn possibilities into a plan

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The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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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