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Jack Rosely

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Education

  • University of Michigan, B.A. Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst®
  • Senior Portfolio Manager
32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334

Email Me

jack.rosely@ubs.com
Jack Rosely
32300 Northwestern Highway,Farmington Hills,MI,48334

Zane Rosely

Client Associate

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

Email Me

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

Monica Nash

Client Associate

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

Email Me

monica.nash@ubs.com
Monica Nash
325 N. Old Woodward Ave,Birmingham,MI,48009

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