$3.9 trillion
In invested assets globally
As of 12/31/2022
Private Wealth Management
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Whether you are new to philanthropy or a veteran philanthropist, committed to community causes or initiatives worldwide, your wealth can be a powerful catalyst for positive change. As Private Wealth Advisors, we’re committed to helping you and your families develop a charitable giving program that reflects your vision and your values.
As a highly successful executive, you’ve achieved a certain level of professional accomplishment, and obtaining the right personal wealth management advice becomes an even greater priority. Our team can simplify the complexity of your financial world, identify an appropriate strategy, and ultimately help you enhance and preserve your success, today and for many years to come.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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