The way forward

• AZ
• CA
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• NY
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Jeff has been providing customized wealth management strategies for business owners, executives, and families with uniquely complex financial lives since 1999.  He holds the CFP® (CERTIFIED FINANCIAL PLANNER™ professional) and CEPA (Certified Exit Planning Advisor) designations.  He joined UBS Financial Services in 2015, previously he was a First Vice President-Wealth Management at Merrill Lynch, an Analyst for Merrill Lynch Investment Banking, a Consultant for Merrill Lynch Alternative Investments, and a Special Assistant to the CFO & COO of a major children's book publisher and entertainment company.  Jeff earned his Bachelor of Science degree in Finance and Marketing from University at Albany- State University of New York.

Jeff, his wife, their two children and retired racing greyhounds reside in Hudson Valley New York.  He has served at executive board member for the JDRF Great New York Chapter and co-president of the JDRF Westchester/Fairfield/Hudson Valley chapter, Treasurer of his Temple, Chair the Jewish Federation of Greater Orange County NY endowment committee and he donates his time to Children with Diabetes running the Dad's group.   He is part of Strategic Coach 10X Ambition community on his journey for never ending learning and growth personally and professionally to find new ways to add value and live fully. 

In 2014 his daughter was diagnosed with T1D and ever since one of his top priorities has been to work with organizations that are improving the lives of people with diabetes as well as those searching for a cure.  

• University at Albany State University of New York, Bachelor of Science degree in Finance and Marketing

• CERTIFIED FINANCIAL PLANNER™
• Certified Exit Planning Advisor

• NY

Zachary began working at UBS Financial services in June 2016 in the Wealth Management division. He currently holds his series 7 and 66 license. Zachary graduated from the Fisher College of Business at The Ohio State University. His areas of focus include client service, online services, money movement/transfers and maintaining communication between clients and the FA making sure that all requests are handled correctly in a timely manner. He has recently moved into New York City and is an avid sports enthusiast.