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
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IN
  • KS
  • LA
  • MD
  • ME
  • MI
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA

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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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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