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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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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