Let's move forward. Together.


At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Adult couple on cell phone

  • j

    Jacques Mejer

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • CT
    • FL
    • NJ
    • NY

    Jacques Mejer is a 17-year veteran at UBS who has over 25 years of experience providing Wealth Management via trusted advice and financial solutions to US and International Private as well as Institutional clients.

    Jacques and his team are skilled in guiding clients through a targeted discovery process for the design and implementation of tailored investments and multi-generational wealth planning strategies.

    In addition to Private Wealth, Jacques is a Middle Markets accredited advisor, one of a few advisors in Wealth Management to be granted dual registration with the Investment Bank to cover domestic and foreign Institutional clients.

    Before UBS, Jacques worked at Prudential Securities servicing a global book of Ultra High Net Worth and institutional clients with cross-asset execution and advisory needs.

    Jacques holds a Diploma in Business Administration and Finance from Benedict BVS Business School in Switzerland and holds his FINRA Series 3, 6, 7, 63 and 65 registrations.

    Jacques expertise brings strong cross-divisional partnerships with our client’s best interest in mind.

    He is an advocate for a balanced and healthy lifestyle. His journey began with a personal experience that transformed his outlook on the importance of leading a healthy life. This profound realization fueled his dedication to helping others achieve financial freedom, so they could fully embrace a life of health, happiness and purpose.

          100 SE 2nd Street
          Suite 2500
          Miami, FL 33131

        A way forward

        Understanding your life, your wealth and what you want to accomplish.

        We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

        Let's talk about how we can help you plan for the life you want

        Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

        Backed by the strength of UBS

        A global leader in wealth management


        Family office services

        Euromoney Private Banking and Wealth Management Survey, 2022

        More than 150 years

        offering financial advice


        Global private bank services, 2016-2022
        Euromoney Private Banking and Wealth Management Survey, 2022