Global access. Strategic solutions.

Private Wealth Management

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At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

  • Jeff Hunter Profile Photo

    Jeffrey "Jeff" Hunter, Sr

    Senior Vice President–Wealth Management

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    • AR
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Starting in the financial services industry in 1987, Jeff joined UBS in 2007. Jeff is actively involved in developing new client relationships, as well as being the team's expert in providing business and liquidity strategies. Using a hands-on approach, resulting in the development of tailored wealth management strategies, Jeff offers comprehensive financial solutions to our clients. 

    As a CERTIFIED FINANCIAL PLANNER™, he provides valuable insight in helping to maximize the benefits of our clients' advanced estate planning strategies.

    Jeff graduated from the University of Utah with a bachelor’s degree in Economics. He holds Series 3, 7 & 66 securities licenses, as well as Life Insurance, LTC, and Health Insurance licenses.

      • University of Utah, Economics
      • CERTIFIED FINANCIAL PLANNER™
      • Private Wealth Advisor
      95 State Street
      Suite 2210
      Salt Lake City, UT 84111
    • Debbie Fanning Profile Photo

      Debbie Fanning, CFP

      Senior Vice President–Wealth Management

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      • AR
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      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • LA
      • MA
      • MD
      • ME
      • MI
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WY

      Debbie has been working in the financial services industry since 1986, joining UBS in 2007. Her areas of focus include cash management, fixed income investments and liability management. She frequently works with company founders, executives and entrepreneurs. Debbie treats each client as a unique relationship that she must learn, grow, and develop over time. She is a CERTIFIED FINANCIAL PLANNER™ professional and applies her experience and skills to help clients address all of their financial needs. She graduated from California State University Los Angeles with a B.S. degree in Business Administration with an emphasis in International Business. She holds Series 7, 63 and 66 securities licenses, and multiple state insurance licenses.

        • California State University Los Angeles, B.S. Business Administration with an emphasis in International Business
        • CERTIFIED FINANCIAL PLANNER™
        • Senior Portfolio Manager
        • Private Wealth Advisor
        • CA Insurance License #0F24264
        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
      • James Skinner Profile Photo

        James Skinner

        Senior Vice President–Wealth Management

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • LA
        • MA
        • MD
        • ME
        • MI
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY

        Jim, has worked with the Executive Wealth Consulting Group since starting in the financial services industry in 1997. Joining UBS in 2007, Jim's role in the group has been focused on equity investments (including concentrated, company stock and trading plans), providing expert advise on derivatives, and developing refined asset allocation strategies. Jim is passionate about building and maintaining relationships with clients by examining the unique goals of each client, and then tailoring his investment advice to meet their specific needs. Jim graduated from Southern Methodist University where he earned a Bachelor of Science degree in Business.

          • Southern Methodist University, B.S. Business
          • Senior Portfolio Manager
          • Private Wealth Advisor
          • CA Insurance License #0C54111
          2000 Avenue of the Stars
          7th. Floor North
          Los Angeles, CA 90067
        • Beck Johnson Profile Photo

          Beck Douglass Johnson

          Senior Wealth Strategy Associate

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          • AR
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          • CA
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          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • LA
          • MA
          • MD
          • MI
          • MT
          • NC
          • NE
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WY

          After starting in the financial services industry in 2012, Beck joined the Executive Wealth consulting group in 2013. Beck is a graduate of the University of Southern California where he earned a Bachelor of Science degree in Business Administration. He is focused on all aspects of financial planning for our clients and is dedicated to creating and maintaining strong client relationships. Beck prepares extensive financial plans that address our clients' personal life goals. In addition, Beck also handles the insurance needs of our clients.

          He hold Series 7, Series 66 and California insurance license.

            • University of Southern California, B.S. Business Administration
            • CA Insurance License #0I21005
            2000 Avenue of the Stars
            7th. Floor North
            Los Angeles, CA 90067
          • Jacqueline Reese Profile Photo

            Jacqueline Reese

            Senior Wealth Strategy Associate

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            • AR
            • AZ
            • CA
            • CT
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • LA
            • MA
            • MD
            • MI
            • MN
            • MT
            • NC
            • NH
            • NJ
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA
            • WY

            Jacqueline started in the financial services industry in 2008. Joining the Executive Wealth Consulting Group in 2015, Jacqueline supports the group in the development of wealth management strategies and marketing efforts. Jackie is a graduate of the University of Phoenix where she earned a Bachelor of Science degree in Business Management.

            She holds Series 7 and Series 66 and California insurance license.

              • University of Phoenix, B.S. Business Management
              • CA Insurance License #0L44061
              2000 Avenue of the Stars
              7th. Floor North
              Los Angeles, CA 90067
            • Felipe Sanchez

              Felipe Sanchez

              Client Associate

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              • AR
              • AZ
              • CA
              • CO
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              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • LA
              • MA
              • MD
              • MI
              • MN
              • MT
              • NC
              • NH
              • NJ
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • SC
              • TN
              • TX
              • UT
              • VA
              • WA
              • WY

              Prior to joining the Executive Consulting Group in August of 2021, Felipe interned at UBS Private Wealth Management for 4 summers from 2015 to 2018. He assists the team in all aspects of client services and operations. Felipe graduated from the University of California Irvine with a bachelor’s degree in Economics. He currently holds the series 7 and 66 securities licenses. 

              Felipe grew up in La Puente, CA and enjoys working out, playing/watching sports, and hanging out with friends and family.

                • University of California, Irvine , B.A Economics
                  2000 Avenue of the Stars
                  7th. Floor North
                  Los Angeles, CA 90067
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                  Harrison Hunter

                  Client Associate

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                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • GA
                  • HI
                  • IA
                  • ID
                  • IL
                  • IN
                  • KS
                  • LA
                  • MA
                  • MD
                  • MI
                  • MN
                  • MT
                  • NC
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WY

                  Prior to joining the Executive Wealth Consulting Group in November of 2022, Harrison worked for Morgan Stanley and Fidelity where he focused on Client Services and Operations in roles that specialized in trading, cash management, and account maintenance.  He graduated from the University of Utah in 2017 with a Bachelor's degree in Economics and a minor in Business. He currently holds the Series 7 and 66 licenses.

                  Harrison grew up in Los Angeles, CA and moved to Utah in 2013, where he currently resides, to attend university.  He enjoys skiing, snowboarding, hiking, biking, weight training, and spending time with family and friends.

                  Registered States:

                  AR, AZ, CA, CA, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MT NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY

                    • University of Utah, Economics, BS, Business Minor
                      95 State Street
                      Suite 2210
                      Salt Lake City, UT 84111

                    Wealth, from your point of view

                    Change your community. Change the world.

                    Change your community. Change the world.

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                    As of 11/07/2023

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