Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Jack M. Watkins Jr.

Senior Vice President–Wealth Management

Jack attended Florida State University, where he majored in business management. Jack began his career as a PGA golf instructor. His family’s business was golf course development, and Jack participated in the development of several properties in central Florida. Through this employment, he became interested in the real estate business. Jack served in the capacity of a real estate agent until 1991, when he began his financial services career at Merrill Lynch. In 2008, after seven years at Morgan Stanley, Jack joined UBS. Jack utilizes his previous experiences and his Senior Portfolio Manager designation to create tailored solutions to help his clients achieve their financial goals. He holds his FINRA Series 7, 63 and 65 licenses, as well as life, health, variable annuity and long-term care licenses. One of Jack’s greatest strengths is building long-term relationships with his clients. He believes in treating his clients like family.

Jack and his wife, Jane, live in Winter Haven, FL, where they raised their two sons: Cole, a yacht broker, and Conor, who also works in the financial services industry. Jack and Jane attend Grace Lutheran Church and support many charities in the community. When he isn’t serving his clients, Jack enjoys cruising the lakes in his pontoon boat and saltwater fishing in south Florida.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • LA
  • MD
  • MI
  • MN
  • MS
  • NC
  • NH
  • NV
  • NY
  • OH
  • TN
  • TX
  • VA
  • WA
  • WI


  • Business Management, Florida State University


  • Senior Portfolio Manager
295 1st Street South
Winter Haven, FL 33880
  • (863) 298-3620

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UBS and Credit Suisse—stronger than ever

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.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager