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
  • IL
  • IN
  • LA
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  • MI
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  • NY
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  • TX
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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

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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.

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As of 06/30/2022

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