Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Jack Rosely

Senior Vice President–Wealth Management

Since 1985, I have provided customized solutions to both individual and institutional investors. Using my Finance Degree from the University of Michigan as a foundation, I have since earned several important distinctions: Certified Financial Planner, Equity Institute Graduate, Preferred Portfolio Management Graduate, $100,000,000 assets under management milestone, and in 1999 completed the worldly recognized Chartered Financial Analyst (CFA) designation. The CFA has become the global professional investment credential and can be useful when choosing an investment advisor.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • IN
  • LA
  • MA
  • MD
  • MI
  • NC
  • ND
  • NV
  • NY
  • OR
  • TX
  • VA

Education

  • B.A. Finance, University of Michigan

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst®
  • Senior Portfolio Manager
32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334
  • (248) 737-5416

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Turn possibilities into a plan

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

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