You're an executive juggling multiple priorities to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success, and inform your financial decision-making today, tomorrow, and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Prior to joining “UBS Financial Services” in 2008, Jay worked at Morgan Stanley for 24 years. His experience through bull and bear markets has provided him with valuable insight into financial markets and how to help clients prudently manage their wealth in both favorable and volatile market environments. Jay has distinguished himself by earning the coveted Certified Investment Management Analyst (CIMA) designation through a comprehensive program at The Wharton School, University of Pennsylvania in Philadelphia, PA.
Outside of the office, Jay is an avid golfer, he and his family enjoy international travel and outdoor adventures. During his travels, Jay has summited Mt. Kilimanjaro (twice), ABC in Nepal, climbed mountains and trekked in Peru, Germany, Austria, Italy, France, and Iceland. He has served the Austin community through his involvement with Trinity Episcopal School, The Nobelity Foundation, and is a former governor at Barton Creek Country Club. Jay cherishes in his ability to support various charities including “Tunnel to Towers”, "Ride On Center for Kids", The University of Texas, and West Virginia University Foundations.
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
Senior Vice President–Wealth Management
Financial Advisor
Prior to joining “UBS Financial Services” in 2008, Jay worked at Morgan Stanley for 24 years. His experience through bull and bear markets has provided him with valuable insight into financial markets and how to help clients prudently manage their wealth in both favorable and volatile market environments. Jay has distinguished himself by earning the coveted Certified Investment Management Analyst (CIMA) designation through a comprehensive program at The Wharton School, University of Pennsylvania in Philadelphia, PA.
Outside of the office, Jay is an avid golfer, he and his family enjoy international travel and outdoor adventures. During his travels, Jay has summited Mt. Kilimanjaro (twice), ABC in Nepal, climbed mountains and trekked in Peru, Germany, Austria, Italy, France, and Iceland. He has served the Austin community through his involvement with Trinity Episcopal School, The Nobelity Foundation, and is a former governor at Barton Creek Country Club. Jay cherishes in his ability to support various charities including “Tunnel to Towers”, "Ride On Center for Kids", The University of Texas, and West Virginia University Foundations.
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
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