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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

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Business Management, Florida State University

Credentials

  • 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

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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$5.8+ trn

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As of 03/31/2024

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