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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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
Credentials
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.
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
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
