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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Retirement planning

Multigenerational planning

Our Process

Workplace Wealth

Multigenerational wealth planning

A national footprint. Local values.

  • Jeffrey S. Ritch Sr.

    Jeffrey S. Ritch Sr.

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IN
    • LA
    • MA
    • MD
    • MO
    • NC
    • NJ
    • NY
    • RI
    • SC
    • TN
    • VA
    • WI

    Jeff was born and raised in St. Petersburg, Florida. After graduating from St. Petersburg High School, Jeff attended Mercer University in Macon, Georgia where he earned a B.A. in Political Science and a minor in History. After graduation Jeff began his career in the financial services industry as a commercial lending officer for a local bank. After 13 years in the banking industry Jeff joined his father at Merrill Lynch as a financial advisor. After 20+ years with Merrill Lynch he proudly joined UBS Financial Services as a First Vice President-Wealth Management.

    Jeff has long been an advocate for community involvement. He has held several leadership positions including past president and board member of the local Kiwanis Club and various other local community organizations. He was also a 1990 graduate of Leadership St. Pete, a leadership program sponsored by the St. Petersburg Chamber of Commerce.

    Jeff along with his team provide first class service, advice and guidance to individuals and small to medium businesses in investment management, retirement planning, estate planning and liability management.

    Jeff is an avid sports fan and supports our local college and professional sports teams. He enjoys watching and attending sporting events and has long supported local youth sports. His hobbies are playing golf and spending time with his grandchildren.

          150 Second Avenue North
          Suite 1000
          Saint Petersburg, FL 33701
        • Jeffrey S. Ritch Jr.

          Jeffrey S. Ritch Jr.

          Financial Advisor

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • HI
          • IN
          • LA
          • MA
          • MD
          • MO
          • NC
          • NJ
          • NY
          • RI
          • SC
          • TN
          • TX
          • VA
          • WI

          Jeff joined Generational Wealth Partners in 2021, bringing with him 10 years of experience in advising individuals, families and business owners in reaching their financial goals.  Jeff serves a diverse group of clients and puts character and integrity at the forefront of all these relationships as they entrust him with the privilege to manage and protect their wealth.

           

          In addition to being a fourth generation St. Petersburg native, Jeff is also a third generation Financial Advisor in St. Petersburg, which has created a deep connection to the community as well as the financial services industry.  This rich history gives way to the unique perspective and time honored experience Generational Wealth Partners provides clients of the Tampa Bay Area and beyond.

           

          As a former college athlete, Jeff loves a variety of sports; including college football, baseball, fishing, hunting and golf.  He has been an active member of the Pinellas Area Referees Association for 12 years, officiating high school basketball in Pinellas County.  Jeff lives in the beautiful St. Pete neighborhood of Coquina Key with his wife Lauren and their two girls, Sydney and Stella.

                150 Second Avenue North
                Suite 1000
                Saint Petersburg, FL 33701
              • Rose

                Rose-Marie Bien

                Client Associate

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                        150 Second Avenue North
                        Suite 1000
                        Saint Petersburg, FL 33701

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager