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Private Wealth Management

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Wherever you are in your life and career, your future hopes and dreams are likely never far from your mind. What do you look forward to in retirement? Is there a vacation home in your future? Can you help your children or grandchildren with the costs of college?

By gaining a comprehensive understanding of you and your family, as well as how your Regeneron benefits fits into your total financial picture, we will address how to integrate your personal estate planning strategies, wealth preservation and liquidity needs into one holistic plan. We are an experienced team of financial planning specialists with a disciplined process for tackling your most complex financial needs.

This website is only for employees of Regeneron. Regeneron is not affiliated with UBS Financial Services Inc. UBS Financial Services Inc., its affiliates and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

We understand the unique needs of Regeneron employees. We offer holistic financial planning based on a deep understanding of your compensation and benefits program.

- Gerry Spitzer
  • Jeff Hunter Profile Photo

    Jeffrey "Jeff" Hunter, Sr

    Senior Vice President–Wealth Management

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    • AR
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MT
    • NC
    • NE
    • 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
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • KS
      • MA
      • MD
      • MI
      • MT
      • NC
      • NE
      • NJ
      • NV
      • NY
      • OH
      • OK
      • 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
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • MT
        • NC
        • NE
        • 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
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IA
          • ID
          • IL
          • IN
          • KS
          • MA
          • MD
          • MI
          • MN
          • MT
          • NC
          • NE
          • 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
            • 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

            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
            • Alanna Cuizon-Jittayasotorn Profile Photo

              Alanna Abra Cuizon-Jittayasotorn

              Senior Client Associate

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              • AR
              • AZ
              • 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

              Prior to joining the Executive Wealth Consulting Group, Alanna supported advisor teams at Los Angeles Private Wealth Management as a Branch Service Associate in the Operations Department. She assisted in all trade error corrections, cash flow approvals and approving risk items in Operations amongst other tasks.  Alanna attended California State University, Northridge and majored in Child & Adolescent Development. Alanna now assists the team in all aspects of client services and operations. She currently holds the series 7, 63, and 65 securities licenses. 

               

                • California State University, Northridge, Child & Adolescent Development
                  2000 Avenue of the Stars
                  7th. Floor North
                  Los Angeles, CA 90067

                Wealth, from your point of view

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                Change your community. Change the world.

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