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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. 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.
Senior Vice President–Wealth Management
Franklin is a fifth generation Jacksonville native who entered the financial services industry with Alex Brown & Sons in 1977. In 2002, UBS acquired the Jacksonville Alex Brown & Sons office. Professionally, Franklin’s passion is to provide his clients with true financial security. A graduate of Clemson University, Franklin is an active member at St. Mark’s Episcopal Church where he plays both bass guitar and drums in the contemporary choir. He serves on the St. Mark’s Church Foundation as trustee and has served as chairman of their Investment Committee. He is also a member of the Westside Rotary Club of Jacksonville where he is a Paul Harris Fellow. He and his wife, Anne, have two grown sons, Russell and Cameron, and three grandchildren.
Education
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Senior Vice President–Wealth Management
Franklin is a fifth generation Jacksonville native who entered the financial services industry with Alex Brown & Sons in 1977. In 2002, UBS acquired the Jacksonville Alex Brown & Sons office. Professionally, Franklin’s passion is to provide his clients with true financial security. A graduate of Clemson University, Franklin is an active member at St. Mark’s Episcopal Church where he plays both bass guitar and drums in the contemporary choir. He serves on the St. Mark’s Church Foundation as trustee and has served as chairman of their Investment Committee. He is also a member of the Westside Rotary Club of Jacksonville where he is a Paul Harris Fellow. He and his wife, Anne, have two grown sons, Russell and Cameron, and three grandchildren.
Education
Credentials
Lets connect
$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
