Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Three people sitting in office

Bucky Buchanan

Senior Vice President–Wealth Management

Bucky specializes in working with corporations, foundations, high net worth and ultra high net worth families located across the U.S. Bucky has earned the designation of an Accredited Asset Management Specialist from the College for Financial Planning. He is FINRA-registered and holds Series 7 & 66 securities licenses as well as licenses for life insurance and variable annuities. Prior to joining UBS, he was Worldwide Sales Manager for FedEx, where he managed consulting services and customized solutions that helped many U.S. and multinational corporations realize their financial goals. Bucky is involved with various charities in the Southeastern U.S., including Els for Autism, Golfers Against Cancer, Seminole Boosters and is a Member of the Board of Governors of the FSU College of Business.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI

Education

  • Bachelor of Arts Degree, Mass Communications, University of South Florida

Credentials

  • Accredited Asset Management Specialist
  • Wealth Advisor
One Independent Drive
Independent Square
Suite 1700
Jacksonville, FL 32202
  • (904) 301-3125

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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