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A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Jack's Headshot (May 2025)

    Jack Rosely

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • IN
    • MD
    • MI
    • NC
    • ND
    • NV
    • NY
    • OR
    • TX
    • VA

    Since 1985, Jack has provided customized solutions to both individual and institutional investors. Using his Finance Degree from the University of Michigan as a foundation, he has 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.

      • University of Michigan, B.A. Finance
      • CERTIFIED FINANCIAL PLANNER®
      • Chartered Financial Analyst®
      • Senior Portfolio Manager
      32300 Northwestern Highway
      Suite 150
      Farmington Hills, MI 48334
      jack.rosely@ubs.com
      Jack Rosely
      32300 Northwestern Highway,Farmington Hills,MI,48334
    • Zane Rosely's Headshot

      Zane Rosely

      Client Associate

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      • MI

      Zane is a Client Associate who brings energy, focus, and a modern perspective to the team. He graduated summa cum laude from the University of Kentucky with degrees in Finance and Management and a minor in Psychology, and he led the Division I men’s swim team as captain during his time there. Zane is currently completing the industry’s rigorous training and licensing process while supporting clients through service, planning coordination, and operational support. Working alongside his father adds a unique layer of continuity and care to the team’s approach, blending experience with a fresh outlook. He has a growing passion for market behavior, with a particular interest in learning about option contracts and how they can play a role in more advanced strategies. Outside the office, Zane enjoys CrossFit, being outdoors, and spending time with his two dogs.

            32300 Northwestern Highway
            Suite 150
            Farmington Hills, MI 48334
            zane.rosely@ubs.com
            Zane Rosely
            32300 Northwestern Highway,Farmington Hills,MI,48334
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            Monica Nash

            Client Associate

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              Monica brings over 20 years of experience in the financial services industry. Having spent most of her career in retail banking as an Assistant Branch Manager and most recently as a Client Service Associate at Morgan Stanley. She prides herself on constructing efficient processes, fostering organizational structure, providing excellent advisor and client service and has a proven track record of success in the industry. Beyond her professional commitments, Monica finds joy in immersing herself in a good book, exploring new destinations and cherishing moments with her daughter Morgan.

                    325 N. Old Woodward Ave
                    Suite 200
                    Birmingham, MI 48009
                    monica.nash@ubs.com
                    Monica Nash
                    325 N. Old Woodward Ave,Birmingham,MI,48009
                  Three generations in apple orchard

                  Turn possibilities into a plan

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                  A leading global wealth manager

                  Fausto

                  Tariffs, volatility and your portfolio

                  Are you ready?

                  In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                  We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $6 trn

                  UBS Group invested assets
                  As of 12/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

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