Experience

For over a decade, Jason has been helping wealthy individuals, business owners, and families accomplish their financial goals.  As a wealth strategy associate on the team, Jason focuses on the following areas of practice:

• Portfolio Construction
• Financial Planning
• Lending Solutions
• Insurance Solutions
• Business Development
• Alternative Investments

Jason began his financial career as a Financial Representative with Fidelity Investments in Rockefeller Center NY and joined UBS in 2009. He is a graduate of Wake Forest University in Winston-Salem North Carolina where he majored in finance. He holds the Series 7 and 66 securities licenses in addition to life and health insurance licenses. Jason lives with his wife Alison, their daughter Cameron, and their dog Meadow in Westfield New Jersey. He enjoys playing golf and traveling.

William has spent almost a decade in the industry, starting full time with UBS out of college, having interned two previous summers.  As the registered client service associate on the team, Will's focus is on providing superior personalized client service while specializing in administrative and operational aspects of the business.  Prior to starting with UBS, Will graduated from the University of Rochester in upstate New York, where he majored in Philosophy.  He holds Series 7 and 66 licenses.  Will lives in Manhattan, and in his spare time enjoys spending time with his dogs and listening to live music.

As one of the Wealth Strategy Associate’s, Libby Weyel is focused on delivering thoughtful, personalized wealth management solutions to clients and their families.

She supports a broad range of client needs, including financial planning, lending solutions, and alternative investments. In addition, Libby specializes in the day‑to‑day management of client accounts, ensuring a seamless and highly individualized client experience. Her ability to build meaningful connections, paired with strong execution, enables her to quickly identify client needs and deliver tailored solutions to strengthen client relationships.

Prior to joining UBS, Libby worked as a tax consultant specializing in credits and incentives, providing her with a strong foundation in tax‑aware planning and strategy. She is currently pursuing her MBA from Rice University and graduated magna cum laude from the University of Mississippi with a degree in Banking and Finance. Libby holds her Series 7 and 66 securities licenses.

Based in Houston, Texas, Libby enjoys spending time with family and friends and exploring the city’s vibrant culinary and cultural scene.