Experience

Jason L. Zachter is a Manager Director – Wealth Management and Financial Advisor at UBS Financial Services. Jason is dedicated to serving the unique wealth management needs of business owners, attorneys, corporate executives, and financial professionals. With a client-centered approach, he assists clients in navigating complex financial decisions by balancing professional and personal goals. Jason’s guidance helps clients achieve financial independence and prioritize what matters most to them. His focus extends beyond portfolio management; Jason believes in goal-based wealth management strategies that encompass retirement planning, risk management, and legacy building. By helping clients look forward and aligning their financial plans with their life ambitions, Jason empowers them to pursue meaningful, long-term goals with confidence.

Jason joins UBS from Morgan Stanley where he most recently served as a Managing Director - Wealth Management Financial Advisor. Jason received his MBA with a concentration in Finance from Baruch College. 

Outside of work, Jason is deeply committed to philanthropy and service. Jason is involved in multiple organizations and sits on various non-profit boards benefitting his local community. Even though Jason is quite busy at work and in many communal endeavors, his greatest and proudest moments are spent with his wonderful wife and children.

Debra is a Senior Registered Client Associate at UBS. Prior to joining UBS, she worked in a similar capacity at Morgan Stanley supporting Jason Zachter. As a Senior Registered Client Associate, Debra always puts clients’ needs above all else and is committed to helping clients meet their goals. Her prior experience includes operational and administrative roles during her over 20 year tenure with Morgan Stanley.

Debra graduated from LaSalle University in 1995 with a B.S. in Accounting. She was born and raised in Syosset, NY and currently resides in Commack, NY with her daughter and two dogs.

In her spare time, she enjoys watching her daughter play basketball volunteering at a local animal rescue. 

John joined the team in November 2024. In his role, he is responsible for managing team operations, monitoring of client accounts, asset distributions, account opening, and supporting overall business development for the team. He enjoys communicating with clients and ensuring that each request is fulfilled accurately and in a timely manner. John earned his bachelor’s degree in Business Administration from Muhlenberg College and currently resides in Jersey City.